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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-289- 86.79% |
$25.6K - $27.1K
|
44
$4.06K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-298- 7.9% |
$26.4K - $28K
|
3.47K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-306- 3.9% |
$27.1K - $28.7K
|
7.55K
$696K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-322- 3.43% |
$28.5K - $30.2K
|
9.08K
$837K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-323- 0.45% |
$28.6K - $30.3K
|
71.2K
$6.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-348- 3.56% |
$30.8K - $32.6K
|
9.42K
$868K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-359- 2.37% |
$31.8K - $33.7K
|
14.8K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-378- 4.01% |
$33.5K - $35.5K
|
9.04K
$833K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-383- 14.46% |
$33.9K - $35.9K
|
2.27K
$209K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-384- 3.78% |
$34K - $36K
|
9.78K
$901K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-408- 7.75% |
$36.1K - $38.3K
|
4.86K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-416- 2.02% |
$36.8K - $39K
|
20.1K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-439- 4.41% |
$38.9K - $41.2K
|
9.52K
$878K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-458- 44.47% |
$40.5K - $43K
|
572
$52.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-471- 10.86% |
$41.7K - $44.2K
|
3.87K
$357K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-473- 3.7% |
$41.9K - $44.4K
|
12.3K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-476- 13.45% |
$42.1K - $44.7K
|
3.06K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-483- 0.61% |
$42.8K - $45.3K
|
78.2K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-485- 21.7% |
$42.9K - $45.5K
|
1.75K
$161K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-485- 21.7% |
$42.9K - $45.5K
|
1.75K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-509- 5.87% |
$45.1K - $47.7K
|
8.16K
$753K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 3.27% |
$45.1K - $47.7K
|
15.1K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-509- 3.27% |
$45.1K - $47.7K
|
15.1K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-523- 1.01% |
$46.3K - $49.1K
|
51.2K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-540- 8.35% |
$47.8K - $50.7K
|
5.93K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-541- 10.26% |
$47.9K - $50.8K
|
4.73K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-563- 14.15% |
$49.8K - $52.8K
|
3.42K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-567- 19.05% |
$50.2K - $53.2K
|
2.41K
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-569- 12.23% |
$50.4K - $53.4K
|
4.08K
$377K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-572- 69.67% |
$50.6K - $53.7K
|
249
$23K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-586- 9.92% |
$51.9K - $55K
|
5.32K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-594- 2.35% |
$52.6K - $55.7K
|
24.7K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-601- 24.67% |
$53.2K - $56.4K
|
1.84K
$169K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-607- 18.59% |
$53.7K - $56.9K
|
2.66K
$245K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-621- 1.16% |
$55K - $58.3K
|
52.7K
$4.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-653- 25.69% |
$57.8K - $61.3K
|
1.89K
$174K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-659- 4.19% |
$58.3K - $61.8K
|
15.1K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-660- 32.48% |
$58.4K - $61.9K
|
1.37K
$126K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-679- 1.68% |
$60.1K - $63.7K
|
39.8K
$3.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-680- 15.82% |
$60.2K - $63.8K
|
3.62K
$334K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-695- 5.59% |
$61.5K - $65.2K
|
11.7K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-706- 32.3% |
$62.5K - $66.2K
|
1.48K
$136K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-710- 29.73% |
$62.8K - $66.6K
|
1.68K
$155K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-711- 8.42% |
$62.9K - $66.7K
|
7.74K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-732- 5.52% |
$64.8K - $68.7K
|
12.5K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-733- 14.65% |
$64.9K - $68.8K
|
4.27K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-768- 12.47% |
$68K - $72K
|
5.39K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-802- 12.07% |
$71K - $75.2K
|
5.84K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-836- 12.78% |
$74K - $78.4K
|
5.7K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-859- 24.27% |
$76K - $80.6K
|
2.68K
$247K
|