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 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.45KNew |
$703K - $756K
|
7.45K
$701K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.41K+ 88.45% |
$699K - $751K
|
15.8K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.11KNew |
$671K - $721K
|
7.11K
$668K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
7.05K+ 33.27% |
$665K - $715K
|
28.2K
$2.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.83K+ 44.43% |
$645K - $693K
|
22.2K
$2.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
6.4KNew |
$604K - $649K
|
6.4K
$602K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
6.13KNew |
$579K - $622K
|
6.13K
$577K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.92K+ 50.98% |
$559K - $601K
|
17.5K
$1.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
5.61KNew |
$530K - $569K
|
5.61K
$528K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.54K+ 0.27% |
$523K - $562K
|
2.04M
$192M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
5.52KNew |
$521K - $560K
|
5.52K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.49K+ 75.37% |
$518K - $557K
|
12.8K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.42K+ 170.36% |
$512K - $550K
|
8.6K
$809K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.32K+ 2.08% |
$502K - $539K
|
261K
$24.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.07KNew |
$479K - $515K
|
5.07K
$477K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
4.94K+ 34.05% |
$467K - $501K
|
19.5K
$1.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
4.93K+ 20.7% |
$465K - $500K
|
28.7K
$2.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.8KNew |
$453K - $487K
|
4.8K
$451K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
4.78K+ 3.27% |
$451K - $485K
|
151K
$14.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.74K+ 71.82% |
$448K - $481K
|
11.3K
$1.07M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.7KNew |
$444K - $477K
|
4.7K
$443K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
4.7K+ 12.71% |
$443K - $477K
|
41.6K
$3.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.52KNew |
$427K - $459K
|
4.52K
$425K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.5KNew |
$425K - $457K
|
4.5K
$423K
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.46K+ 205.91% |
$421K - $453K
|
6.63K
$623K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.43KNew |
$418K - $449K
|
4.43K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.21K+ 2.38% |
$397K - $427K
|
181K
$17M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.19K+ 463.31% |
$396K - $425K
|
5.1K
$480K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.18K+ 13.92% |
$395K - $425K
|
34.3K
$3.22M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
4.06KNew |
$383K - $412K
|
4.06K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.85K+ 116.18% |
$363K - $390K
|
7.16K
$674K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.73K+ 6.87% |
$352K - $378K
|
58K
$5.46M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.66KNew |
$345K - $371K
|
3.66K
$344K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.6K+ 2.3% |
$340K - $365K
|
160K
$15.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.54K+ 77.34% |
$334K - $359K
|
8.12K
$764K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.39K+ 1.55% |
$320K - $344K
|
223K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.36KNew |
$317K - $341K
|
3.36K
$316K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
3.36K+ 22.02% |
$317K - $340K
|
18.6K
$1.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.33KNew |
$315K - $338K
|
3.33K
$314K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.32K+ 4.28% |
$313K - $337K
|
80.8K
$7.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.3KNew |
$311K - $334K
|
3.3K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.22K+ 5.78% |
$303K - $326K
|
58.8K
$5.54M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.22K+ 5.78% |
$303K - $326K
|
58.8K
$5.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.14K+ 6.23% |
$296K - $318K
|
53.4K
$5.03M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3KNew |
$283K - $305K
|
3K
$282K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3K+ 449.48% |
$283K - $304K
|
3.67K
$345K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.9K+ 201.39% |
$274K - $295K
|
4.35K
$409K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.83K+ 0.87% |
$267K - $287K
|
327K
$30.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$259K - $279K
|
2.75K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.71KNew |
$256K - $275K
|
2.71K
$255K
|