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 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.8K+ 5.89% |
$799K - $851K
|
158K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.52K+ 3.26% |
$774K - $823K
|
270K
$25.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.42K+ 2.77% |
$765K - $813K
|
312K
$29M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37KNew |
$760K - $809K
|
8.37K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 3.26% |
$755K - $804K
|
263K
$24.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.17K+ 25.1% |
$742K - $790K
|
40.7K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.08KNew |
$734K - $781K
|
8.08K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.07KNew |
$733K - $780K
|
8.07K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.94K+ 17.53% |
$721K - $767K
|
53.2K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
7.92K+ 96.67% |
$720K - $766K
|
16.1K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.89K+ 11.9% |
$717K - $763K
|
74.2K
$6.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.8K+ 64.36% |
$709K - $754K
|
19.9K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.76K+ 1.17% |
$705K - $750K
|
669K
$62.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.7K+ 2.14% |
$699K - $744K
|
368K
$34.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
7.49KNew |
$681K - $724K
|
7.49K
$696K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.32KNew |
$665K - $707K
|
7.32K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.05K+ 5.99% |
$640K - $681K
|
125K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.98K+ 17.7% |
$634K - $675K
|
46.4K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.96K+ 8.63% |
$632K - $673K
|
87.7K
$8.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.95K+ 107.35% |
$632K - $672K
|
13.4K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.93K+ 8.73% |
$630K - $670K
|
86.4K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.92KNew |
$629K - $669K
|
6.92K
$643K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.91K+ 2.35% |
$628K - $668K
|
301K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.84K+ 167.15% |
$621K - $661K
|
10.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.8K+ 57.44% |
$618K - $657K
|
18.6K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
6.79KNew |
$616K - $656K
|
6.79K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.5K+ 28.28% |
$591K - $628K
|
29.5K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.41KNew |
$582K - $620K
|
6.41K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
6.37K+ 23.03% |
$578K - $615K
|
34K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.31K+ 5.04% |
$574K - $610K
|
132K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.25K+ 20.59% |
$568K - $604K
|
36.6K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 37.86% |
$566K - $602K
|
22.7K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.23K+ 89.99% |
$566K - $602K
|
13.1K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.22K+ 7.99% |
$565K - $602K
|
84.1K
$7.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.19K+ 4.32% |
$562K - $598K
|
149K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.19KNew |
$562K - $598K
|
6.19K
$574K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.06K+ 4.47% |
$550K - $586K
|
142K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.04KNew |
$549K - $584K
|
6.04K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.03K+ 21.79% |
$548K - $583K
|
33.7K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.8K+ 5.77% |
$527K - $561K
|
106K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.75KNew |
$522K - $556K
|
5.75K
$534K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.42KNew |
$492K - $524K
|
5.42K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.42KNew |
$492K - $524K
|
5.42K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.29K+ 7.17% |
$481K - $512K
|
79.1K
$7.34M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.26K+ 16.3% |
$478K - $509K
|
37.6K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.23KNew |
$475K - $506K
|
5.23K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
5.23K+ 6.98% |
$475K - $505K
|
80.1K
$7.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.23K+ 14.99% |
$475K - $505K
|
40.1K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.1K+ 10.87% |
$464K - $493K
|
52.1K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.93K+ 0.98% |
$448K - $476K
|
508K
$47.2M
|