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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-21.7KClosed |
$2.05M - $2.2M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-21.8K- 68.74% |
$2.06M - $2.21M
|
9.9K
$932K
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-22.6K- 27.21% |
$2.14M - $2.3M
|
60.6K
$5.7M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-25.8K- 59.4% |
$2.44M - $2.62M
|
17.7K
$1.66M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-26.9KClosed |
$2.54M - $2.73M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-27.1K- 7.47% |
$2.56M - $2.75M
|
335K
$31.5M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28K- 6.14% |
$2.64M - $2.84M
|
428K
$40.2M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-30.3K- 12.64% |
$2.86M - $3.07M
|
209K
$19.7M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-30.8KClosed |
$2.91M - $3.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-31K- 27.04% |
$2.93M - $3.14M
|
83.6K
$7.87M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-31.7K- 29.3% |
$3M - $3.22M
|
76.6K
$7.21M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-32.4K- 90.67% |
$3.05M - $3.28M
|
3.33K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-32.4K- 82.63% |
$3.06M - $3.29M
|
6.82K
$641K
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-32.8K- 6.3% |
$3.1M - $3.33M
|
488K
$46M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.2KClosed |
$3.42M - $3.67M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-36.5K- 96.37% |
$3.44M - $3.7M
|
1.37K
$129K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.6K- 1.77% |
$3.55M - $3.81M
|
2.09M
$196M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37.7K- 59.16% |
$3.55M - $3.82M
|
26K
$2.45M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-39KClosed |
$3.68M - $3.96M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40.7K- 54.87% |
$3.85M - $4.13M
|
33.5K
$3.15M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.8K- 17.74% |
$3.86M - $4.14M
|
189K
$17.8M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-42.8K- 44.3% |
$4.04M - $4.34M
|
53.8K
$5.06M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-43.8K- 94.65% |
$4.14M - $4.45M
|
2.48K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44K- 62.75% |
$4.16M - $4.47M
|
26.1K
$2.46M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-45.2K- 3.42% |
$4.26M - $4.58M
|
1.27M
$120M
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-48.6KClosed |
$4.59M - $4.93M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.5K- 11.33% |
$4.67M - $5.02M
|
387K
$36.4M
|
|
Aug 11, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-53.8K- 95.83% |
$5.08M - $5.46M
|
2.34K
$220K
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-55.3K- 8.42% |
$5.22M - $5.61M
|
602K
$56.6M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-55.5K- 49.02% |
$5.24M - $5.63M
|
57.8K
$5.43M
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-57.8K- 89.65% |
$5.45M - $5.86M
|
6.67K
$627K
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-59KClosed |
$5.57M - $5.98M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-60.7K- 8.33% |
$5.73M - $6.16M
|
668K
$62.8M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-61.4K- 17.24% |
$5.8M - $6.23M
|
295K
$27.7M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-63.2K- 78.63% |
$5.96M - $6.41M
|
17.2K
$1.61M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64.1K- 29.14% |
$6.05M - $6.5M
|
156K
$14.7M
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-64.6KClosed |
$6.1M - $6.55M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-65K- 29.91% |
$6.13M - $6.59M
|
152K
$14.3M
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-69.1KClosed |
$6.53M - $7.01M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-70.6KClosed |
$6.66M - $7.16M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-79.3KClosed |
$7.49M - $8.05M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-84.1K- 93.83% |
$7.94M - $8.53M
|
5.53K
$520K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-84.4K- 2.53% |
$7.97M - $8.56M
|
3.25M
$305M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-90KClosed |
$8.49M - $9.13M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
SELL
|
- |
-95.9K- 52.59% |
$9.05M - $9.73M
|
86.5K
$8.13M
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-103K- 74.04% |
$9.68M - $10.4M
|
36K
$3.38M
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-129K- 40.42% |
$12.2M - $13.1M
|
190K
$17.9M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 14.39% |
$12.5M - $13.4M
|
788K
$74.1M
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-133K- 47.5% |
$12.5M - $13.5M
|
147K
$13.8M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-139K- 20.62% |
$13.1M - $14.1M
|
535K
$50.3M
|