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 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.64K+ 2.02% |
$149K - $159K
|
82.7K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.61K+ 2.44% |
$146K - $156K
|
67.7K
$6.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 3.9% |
$140K - $149K
|
41.2K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.28% |
$138K - $147K
|
68K
$6.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 6.6% |
$137K - $146K
|
24.4K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.51K+ 14.8% |
$137K - $146K
|
11.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.49K+ 39.56% |
$135K - $144K
|
5.24K
$487K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.43K+ 19.53% |
$130K - $138K
|
8.77K
$814K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.38K+ 56.63% |
$126K - $134K
|
3.83K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 39.92% |
$125K - $133K
|
4.81K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.33K+ 161.89% |
$121K - $129K
|
2.16K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.32K+ 2.08% |
$120K - $128K
|
65K
$6.04M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.28K+ 12.51% |
$116K - $124K
|
11.5K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.28K+ 5.6% |
$116K - $123K
|
24.1K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.26K+ 8.58% |
$115K - $122K
|
16K
$1.48M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.25KNew |
$113K - $120K
|
1.25K
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.22K+ 9.1% |
$111K - $118K
|
14.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 19.85% |
$111K - $118K
|
7.37K
$685K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21K+ 12.69% |
$110K - $117K
|
10.8K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 6.36% |
$104K - $110K
|
19.1K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.13K+ 1.06% |
$103K - $110K
|
108K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.13K+ 16.82% |
$103K - $110K
|
7.87K
$731K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 13.42% |
$101K - $107K
|
9.36K
$869K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.1K+ 16.17% |
$99.8K - $106K
|
7.9K
$733K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.09K+ 1.15% |
$99.4K - $106K
|
96.4K
$8.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.07K+ 2.53% |
$97.5K - $104K
|
43.6K
$4.05M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
988+ 9.89% |
$89.8K - $95.5K
|
11K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
973New |
$88.4K - $94.1K
|
973
$90.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
972+ 1.6% |
$88.3K - $94K
|
61.7K
$5.73M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
968+ 43.64% |
$87.9K - $93.6K
|
3.19K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
963+ 7.01% |
$87.5K - $93.1K
|
14.7K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
960+ 2.03% |
$87.2K - $92.8K
|
48.3K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
957+ 23.24% |
$86.9K - $92.5K
|
5.08K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
955+ 14.57% |
$86.8K - $92.3K
|
7.51K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
937+ 10.77% |
$85.1K - $90.6K
|
9.64K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
920+ 12.16% |
$83.6K - $88.9K
|
8.49K
$788K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
896+ 15.35% |
$81.4K - $86.6K
|
6.74K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
884+ 4911.11% |
$80.3K - $85.4K
|
902
$83.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
874+ 5.34% |
$79.4K - $84.5K
|
17.2K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
866+ 0.78% |
$78.7K - $83.7K
|
112K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
860+ 40.59% |
$78.1K - $83.1K
|
2.98K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
852+ 15.53% |
$77.4K - $82.4K
|
6.34K
$589K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
844+ 62.99% |
$76.7K - $81.6K
|
2.18K
$203K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
843+ 1.06% |
$76.6K - $81.5K
|
80.5K
$7.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
837New |
$76K - $80.9K
|
837
$77.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
835+ 23.4% |
$75.9K - $80.7K
|
4.4K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
824New |
$74.9K - $79.6K
|
824
$76.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
821+ 8.49% |
$74.6K - $79.4K
|
10.5K
$975K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
816+ 9.92% |
$74.1K - $78.9K
|
9.04K
$840K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
813+ 26.5% |
$73.9K - $78.6K
|
3.88K
$360K
|