Purchases and Sales Made in Q2 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.1K- 17.01% |
$765K - $822K
|
39.5K
$3.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-8.21KClosed |
$775K - $833K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.21K- 1.94% |
$775K - $833K
|
416K
$39.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-8.28KClosed |
$781K - $840K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.28K- 13.11% |
$782K - $840K
|
54.9K
$5.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-8.29KClosed |
$783K - $842K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.54K- 88.71% |
$806K - $866K
|
1.09K
$102K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.69K- 8.66% |
$821K - $882K
|
91.7K
$8.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.72KClosed |
$824K - $885K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.73K- 28.67% |
$824K - $886K
|
21.7K
$2.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.89KClosed |
$839K - $902K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8.89K- 46.32% |
$840K - $902K
|
10.3K
$970K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.94K- 74.38% |
$844K - $907K
|
3.08K
$290K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.97K- 39.85% |
$847K - $910K
|
13.5K
$1.27M
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-9.53K- 42.35% |
$900K - $967K
|
13K
$1.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-9.59K- 30.53% |
$905K - $973K
|
21.8K
$2.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9.63K- 22.6% |
$909K - $977K
|
33K
$3.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.64KClosed |
$910K - $978K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.72K- 58.1% |
$918K - $986K
|
7.01K
$660K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.92K- 31.63% |
$936K - $1.01M
|
21.4K
$2.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 11.54% |
$1M - $1.07M
|
81.2K
$7.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-10.9KClosed |
$1.03M - $1.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 51.18% |
$1.05M - $1.13M
|
10.6K
$998K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.8K- 8.15% |
$1.11M - $1.2M
|
133K
$12.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.8K- 70.54% |
$1.12M - $1.2M
|
4.94K
$465K
|
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.9K- 1.39% |
$1.12M - $1.21M
|
845K
$79.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.9K- 56.82% |
$1.12M - $1.21M
|
9.05K
$852K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-12K- 16.82% |
$1.13M - $1.21M
|
59.2K
$5.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 17.1% |
$1.19M - $1.28M
|
61.3K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.7K- 34.01% |
$1.2M - $1.29M
|
24.6K
$2.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-13K- 24.47% |
$1.23M - $1.32M
|
40.1K
$3.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 6.07% |
$1.25M - $1.34M
|
204K
$19.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-13.3K- 23.58% |
$1.26M - $1.35M
|
43.2K
$4.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.6K- 7.35% |
$1.28M - $1.38M
|
171K
$16.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.9K- 9.83% |
$1.31M - $1.41M
|
128K
$12M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-14K- 7.38% |
$1.32M - $1.42M
|
175K
$16.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.1K- 9.77% |
$1.33M - $1.43M
|
130K
$12.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.1K- 96.72% |
$1.52M - $1.64M
|
548
$51.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-16.5K- 2.49% |
$1.55M - $1.67M
|
644K
$60.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.5K- 3.06% |
$1.56M - $1.67M
|
522K
$49.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16.6K- 24.67% |
$1.56M - $1.68M
|
50.6K
$4.76M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17.1K- 88.7% |
$1.62M - $1.74M
|
2.18K
$205K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-17.3K- 4.93% |
$1.63M - $1.76M
|
334K
$31.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-17.8K- 5.27% |
$1.68M - $1.81M
|
320K
$30.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 55.03% |
$1.86M - $2M
|
16.1K
$1.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-19.7K- 14.79% |
$1.86M - $2M
|
114K
$10.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-19.8K- 84.59% |
$1.87M - $2.01M
|
3.61K
$339K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-20.1K- 74.65% |
$1.89M - $2.04M
|
6.81K
$641K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20.6K- 4.17% |
$1.95M - $2.1M
|
475K
$44.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-21.2K- 30.99% |
$2M - $2.15M
|
47.3K
$4.45M
|