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 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-531- 15.06% |
$48.2K - $51.3K
|
3K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-545- 0.71% |
$49.5K - $52.7K
|
76.1K
$7.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-545- 0.98% |
$49.5K - $52.7K
|
55.2K
$5.12M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-557- 1.33% |
$50.6K - $53.8K
|
41.3K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-559- 4.61% |
$50.8K - $54K
|
11.6K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-567- 3.05% |
$51.5K - $54.8K
|
18K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-591- 1.85% |
$53.7K - $57.1K
|
31.4K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-602- 13.81% |
$54.7K - $58.2K
|
3.76K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-620- 1.92% |
$56.3K - $59.9K
|
31.6K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-625- 2.48% |
$56.8K - $60.4K
|
24.6K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-633- 1.04% |
$57.5K - $61.2K
|
60.1K
$5.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-651- 9.9% |
$59.1K - $62.9K
|
5.92K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-678- 0.58% |
$61.6K - $65.5K
|
117K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-682- 13.46% |
$62K - $65.9K
|
4.38K
$407K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-700- 84.95% |
$63.6K - $67.7K
|
124
$11.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 61.65% |
$64K - $68K
|
438
$40.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-719- 1.56% |
$65.3K - $69.5K
|
45.3K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-728- 72.73% |
$66.1K - $70.4K
|
273
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-757- 1.5% |
$68.8K - $73.2K
|
49.8K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-786- 0.38% |
$71.4K - $76K
|
206K
$19.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-789- 9.34% |
$71.7K - $76.3K
|
7.66K
$711K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-791- 2.67% |
$71.9K - $76.5K
|
28.8K
$2.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-793- 18.05% |
$72K - $76.7K
|
3.6K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-808- 0.21% |
$73.4K - $78.1K
|
380K
$35.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-831- 6.22% |
$75.5K - $80.3K
|
12.5K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-863- 0.21% |
$78.4K - $83.4K
|
417K
$38.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-874- 16.51% |
$79.4K - $84.5K
|
4.42K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-891- 4.38% |
$80.9K - $86.1K
|
19.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-905- 0.74% |
$82.2K - $87.5K
|
122K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-929- 4.54% |
$84.4K - $89.8K
|
19.5K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-938- 10.73% |
$85.2K - $90.7K
|
7.8K
$724K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-944- 1.08% |
$85.8K - $91.2K
|
86.1K
$8M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-958- 74.09% |
$87K - $92.6K
|
335
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-968- 98.67% |
$87.9K - $93.6K
|
13
$1.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-975- 10.04% |
$88.6K - $94.2K
|
8.73K
$811K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 9.95% |
$92.3K - $98.2K
|
9.2K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.03K- 16.95% |
$93.4K - $99.4K
|
5.04K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.07K- 84.42% |
$97.5K - $104K
|
198
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 9.49% |
$99.1K - $105K
|
10.4K
$967K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.1K- 7.54% |
$99.9K - $106K
|
13.5K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.1K- 8.97% |
$100K - $107K
|
11.2K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.12K- 10.54% |
$102K - $108K
|
9.49K
$882K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.13K- 25.6% |
$103K - $109K
|
3.28K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.13K- 7.11% |
$103K - $110K
|
14.8K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.22K- 0.77% |
$111K - $118K
|
157K
$14.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.24K- 16.13% |
$113K - $120K
|
6.46K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 3.44% |
$114K - $122K
|
35.4K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.31K- 4.48% |
$119K - $126K
|
27.9K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.37K- 4.83% |
$124K - $132K
|
26.9K
$2.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 2.86% |
$126K - $135K
|
47.3K
$4.39M
|