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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.88K+ 142.1% |
$444K - $472K
|
8.32K
$773K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.64KNew |
$421K - $448K
|
4.64K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.64K+ 1.99% |
$421K - $448K
|
237K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 9.07% |
$420K - $447K
|
55.6K
$5.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.6K+ 61.04% |
$418K - $444K
|
12.1K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.56KNew |
$414K - $441K
|
4.56K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 3.05% |
$406K - $432K
|
151K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.36K+ 7.12% |
$396K - $422K
|
65.6K
$6.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.26K+ 12.72% |
$387K - $412K
|
37.8K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.24K+ 184.66% |
$385K - $410K
|
6.53K
$607K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.1K+ 1.84% |
$373K - $396K
|
227K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.07K+ 34.07% |
$370K - $394K
|
16K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.07K+ 1.39% |
$370K - $393K
|
297K
$27.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.02K+ 7.78% |
$365K - $389K
|
55.7K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.02K+ 13.04% |
$365K - $388K
|
34.8K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.9K+ 176.49% |
$355K - $377K
|
6.12K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.9K+ 54.65% |
$355K - $377K
|
11K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.81KNew |
$346K - $368K
|
3.81K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.81KNew |
$346K - $368K
|
3.81K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.8K+ 6.51% |
$345K - $367K
|
62.1K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.67K+ 10.63% |
$334K - $355K
|
38.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.64K+ 51.44% |
$330K - $351K
|
10.7K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.61K+ 7.38% |
$328K - $349K
|
52.5K
$4.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.6K+ 26.43% |
$327K - $348K
|
17.2K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.55KNew |
$323K - $343K
|
3.55K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.54KNew |
$321K - $342K
|
3.54K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.5K+ 45.36% |
$318K - $338K
|
11.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.45KNew |
$313K - $333K
|
3.45K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.22K+ 0.64% |
$293K - $312K
|
504K
$46.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.21K+ 20.17% |
$292K - $311K
|
19.1K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.12K+ 42.65% |
$283K - $301K
|
10.4K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.1K+ 3.19% |
$282K - $300K
|
100K
$9.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 8.55% |
$280K - $298K
|
39.1K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.02KNew |
$274K - $292K
|
3.02K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.01K+ 13.01% |
$273K - $290K
|
26.1K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3KNew |
$273K - $290K
|
3K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.99K+ 67.26% |
$272K - $289K
|
7.43K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.97KNew |
$270K - $287K
|
2.97K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.91K+ 4.03% |
$264K - $281K
|
75K
$6.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
2.84K+ 27.9% |
$258K - $274K
|
13K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 87.81% |
$255K - $272K
|
6.01K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 29.5% |
$255K - $271K
|
12.3K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.67K+ 36.91% |
$242K - $258K
|
9.9K
$919K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.67K+ 7.52% |
$242K - $258K
|
38.2K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65K+ 17.39% |
$241K - $257K
|
17.9K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.62K+ 15.43% |
$238K - $253K
|
19.6K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.62K+ 14.69% |
$238K - $253K
|
20.5K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 7.8% |
$236K - $251K
|
35.9K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 5.66% |
$234K - $249K
|
48.1K
$4.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.57KNew |
$234K - $249K
|
2.57K
$239K
|