Purchases and Sales Made in Q3 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.68K+ 19.31% |
$149K - $158K
|
10.4K
$954K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.62KNew |
$143K - $152K
|
1.62K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.6K+ 2.23% |
$141K - $150K
|
73.2K
$6.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.54K+ 8.9% |
$136K - $144K
|
18.8K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43K+ 7.64% |
$126K - $134K
|
20.1K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 39.62% |
$124K - $132K
|
4.95K
$455K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.35K+ 27.95% |
$120K - $127K
|
6.19K
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31K+ 0.57% |
$116K - $123K
|
231K
$21.2M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.25K+ 37.41% |
$110K - $117K
|
4.58K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.23K+ 65.06% |
$109K - $115K
|
3.12K
$287K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.23K+ 692.09% |
$108K - $115K
|
1.4K
$129K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.22KNew |
$108K - $114K
|
1.22K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.21K+ 1.94% |
$107K - $114K
|
63.6K
$5.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.2K+ 2.15% |
$106K - $113K
|
56.9K
$5.23M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.19K+ 2.81% |
$105K - $111K
|
43.4K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.18K+ 23.55% |
$105K - $111K
|
6.2K
$570K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.1K+ 4.83% |
$97K - $103K
|
23.8K
$2.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09K+ 8.04% |
$96.6K - $102K
|
14.7K
$1.35M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.06K+ 41.05% |
$93.8K - $99.4K
|
3.64K
$335K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.02K+ 0.28% |
$89.8K - $95.2K
|
368K
$33.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
992+ 18.08% |
$87.8K - $93.1K
|
6.48K
$596K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
969+ 57.37% |
$85.8K - $90.9K
|
2.66K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
915+ 6.11% |
$81K - $85.8K
|
15.9K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
895+ 12.61% |
$79.2K - $84K
|
8K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
855+ 26.32% |
$75.7K - $80.2K
|
4.1K
$377K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
845+ 2.62% |
$74.8K - $79.3K
|
33.1K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
829+ 10.17% |
$73.4K - $77.8K
|
8.98K
$826K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
816+ 4.73% |
$72.2K - $76.5K
|
18.1K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
789+ 5.59% |
$69.8K - $74K
|
14.9K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
765+ 11.17% |
$67.7K - $71.8K
|
7.62K
$700K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
754+ 14.92% |
$66.7K - $70.7K
|
5.81K
$534K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
714+ 5.23% |
$63.2K - $67K
|
14.4K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
714+ 3.26% |
$63.2K - $67K
|
22.6K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
696+ 2.96% |
$61.6K - $65.3K
|
24.2K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
696+ 4.11% |
$61.6K - $65.3K
|
17.6K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
682+ 15.99% |
$60.4K - $64K
|
4.95K
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
679+ 9.15% |
$60.1K - $63.7K
|
8.1K
$744K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
610+ 51.87% |
$54K - $57.2K
|
1.79K
$164K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
608+ 3.69% |
$53.8K - $57K
|
17.1K
$1.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
580+ 82.04% |
$51.3K - $54.4K
|
1.29K
$118K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
576+ 11.85% |
$51K - $54K
|
5.44K
$500K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
575+ 22.5% |
$50.9K - $53.9K
|
3.13K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
565+ 14.66% |
$50K - $53K
|
4.42K
$406K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
546+ 10.92% |
$48.3K - $51.2K
|
5.55K
$510K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
533+ 1.83% |
$47.2K - $50K
|
29.7K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
530+ 1.33% |
$46.9K - $49.7K
|
40.5K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500New |
$44.3K - $46.9K
|
500
$46K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
477+ 2.59% |
$42.2K - $44.7K
|
18.9K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
463+ 17.13% |
$41K - $43.4K
|
3.17K
$291K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
450New |
$39.8K - $42.2K
|
450
$41.4K
|