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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.3K- 15.95% |
$2.03M - $2.16M
|
117K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-26.7K- 2.38% |
$2.43M - $2.58M
|
1.09M
$102M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27K- 13.69% |
$2.45M - $2.61M
|
170K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-30.5K- 99.69% |
$2.77M - $2.95M
|
94
$8.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.8K- 5.45% |
$3.07M - $3.27M
|
587K
$54.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.9K- 14.25% |
$3.08M - $3.27M
|
204K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38K- 2.61% |
$3.45M - $3.67M
|
1.42M
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39.6K- 12.17% |
$3.59M - $3.82M
|
286K
$26.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.8K- 87.23% |
$3.61M - $3.84M
|
5.82K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.5K- 21.33% |
$3.68M - $3.91M
|
149K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48K- 24.1% |
$4.36M - $4.64M
|
151K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-55K- 51.75% |
$5M - $5.32M
|
51.3K
$4.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-56.1K- 21.16% |
$5.1M - $5.42M
|
209K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-56.5K- 99.93% |
$5.13M - $5.46M
|
38
$3.53K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-60.1K- 95.33% |
$5.46M - $5.81M
|
2.95K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-60.5K- 29.66% |
$5.49M - $5.84M
|
143K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-61.9K- 63.04% |
$5.62M - $5.98M
|
36.3K
$3.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-64.1K- 7.23% |
$5.82M - $6.2M
|
823K
$76.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-65.4K- 89.19% |
$5.94M - $6.32M
|
7.93K
$736K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-69.1K- 33.23% |
$6.28M - $6.68M
|
139K
$12.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-71.8K- 86.39% |
$6.52M - $6.94M
|
11.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.3K- 3.82% |
$6.57M - $6.99M
|
1.82M
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-72.7K- 95.38% |
$6.61M - $7.03M
|
3.52K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-80.5K- 97.51% |
$7.31M - $7.78M
|
2.06K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80.6K- 36.9% |
$7.32M - $7.79M
|
138K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-96.1K- 3.93% |
$8.73M - $9.29M
|
2.35M
$218M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-111K- 66.31% |
$10.1M - $10.7M
|
56.4K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-133K- 99.23% |
$12.1M - $12.9M
|
1.03K
$95.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166K- 11.22% |
$15.1M - $16M
|
1.31M
$122M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-170K- 94.69% |
$15.5M - $16.5M
|
9.54K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-205K- 10.67% |
$18.6M - $19.8M
|
1.71M
$159M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-440K- 24.75% |
$40M - $42.5M
|
1.34M
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-479K- 20.04% |
$43.5M - $46.3M
|
1.91M
$177M
|