Purchases and Sales Made in Q3 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2024. 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 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123New |
$11.2K - $11.9K
|
123
$11.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
122New |
$11.1K - $11.8K
|
122
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
121+ 4.33% |
$11K - $11.7K
|
2.92K
$271K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
121+ 4.3% |
$11K - $11.7K
|
2.94K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
120+ 0.26% |
$10.9K - $11.6K
|
46.6K
$4.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
116+ 0.62% |
$10.5K - $11.2K
|
18.7K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
113+ 0.8% |
$10.3K - $10.9K
|
14.2K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
109New |
$9.9K - $10.5K
|
109
$10.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
95+ 1.56% |
$8.63K - $9.18K
|
6.17K
$573K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
95New |
$8.63K - $9.18K
|
95
$8.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
92New |
$8.36K - $8.89K
|
92
$8.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
89+ 0.97% |
$8.09K - $8.6K
|
9.27K
$861K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87+ 1.13% |
$7.9K - $8.41K
|
7.79K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
85New |
$7.72K - $8.22K
|
85
$7.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$7.54K - $8.02K
|
83
$7.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81+ 8.32% |
$7.36K - $7.83K
|
1.05K
$97.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
77+ 1.35% |
$7K - $7.44K
|
5.79K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
69New |
$6.27K - $6.67K
|
69
$6.41K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
69+ 85.19% |
$6.27K - $6.67K
|
150
$13.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.22K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 2.2% |
$5.72K - $6.09K
|
2.93K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 1.93% |
$5.72K - $6.09K
|
3.33K
$310K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 176.47% |
$5.45K - $5.8K
|
94
$8.73K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$5.27K - $5.61K
|
58
$5.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.18K - $5.51K
|
57
$5.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56New |
$5.09K - $5.41K
|
56
$5.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
55+ 1.25% |
$5K - $5.32K
|
4.45K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
54+ 2.01% |
$4.91K - $5.22K
|
2.74K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
53+ 1.56% |
$4.82K - $5.12K
|
3.46K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52+ 8.19% |
$4.72K - $5.03K
|
687
$63.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$4.54K - $4.83K
|
8.72K
$810K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
44+ 1.0% |
$4K - $4.25K
|
4.47K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 1.31% |
$3.45K - $3.67K
|
2.94K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
38New |
$3.45K - $3.67K
|
38
$3.53K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
32New |
$2.91K - $3.09K
|
32
$2.97K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
31+ 0.33% |
$2.82K - $3K
|
9.47K
$880K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
25+ 0.03% |
$2.27K - $2.42K
|
99.6K
$9.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.12% |
$2.18K - $2.32K
|
20.3K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23+ 2300.0% |
$2.09K - $2.22K
|
24
$2.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.76K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.76K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 1.02% |
$1.64K - $1.74K
|
1.78K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.98% |
$1.54K - $1.64K
|
1.75K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.54K - $1.64K
|
17
$1.58K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.29% |
$1.36K - $1.45K
|
5.2K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.18K - $1.26K
|
13
$1.21K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12+ 0.37% |
$1.09K - $1.16K
|
3.27K
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 2.34% |
$1.09K - $1.16K
|
525
$48.8K
|