Purchases and Sales Made in Q2 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
49K+ 79.23% |
$4.38M - $4.54M
|
111K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
48K+ 4.47% |
$4.29M - $4.44M
|
1.12M
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
46KNew |
$4.11M - $4.26M
|
46K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.9K+ 3.63% |
$4.1M - $4.25M
|
1.31M
$123M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
42.8K+ 1.53% |
$3.83M - $3.97M
|
2.84M
$267M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41.4KNew |
$3.7M - $3.84M
|
41.4K
$3.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
41.3K+ 3.0% |
$3.69M - $3.83M
|
1.42M
$133M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.1K+ 33.32% |
$3.68M - $3.81M
|
164K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
41K+ 61.76% |
$3.66M - $3.79M
|
107K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
40.3K+ 45.9% |
$3.6M - $3.73M
|
128K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
39.7K+ 2.98% |
$3.55M - $3.68M
|
1.37M
$129M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
39.1K+ 8.42% |
$3.5M - $3.62M
|
503K
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.9K+ 18.37% |
$3.3M - $3.42M
|
238K
$22.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
35K+ 19.61% |
$3.13M - $3.24M
|
214K
$20.1M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
34.1K+ 14.46% |
$3.05M - $3.16M
|
270K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34.1K+ 14.62% |
$3.05M - $3.16M
|
267K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34K+ 6.73% |
$3.04M - $3.15M
|
539K
$50.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.9K+ 10.65% |
$3.03M - $3.14M
|
352K
$33.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
32.5KNew |
$2.91M - $3.01M
|
32.5K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.5K+ 76.95% |
$2.54M - $2.64M
|
65.4K
$6.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28.4K+ 33.47% |
$2.54M - $2.63M
|
113K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
27.5K+ 273.68% |
$2.46M - $2.55M
|
37.6K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 0.35% |
$2.42M - $2.51M
|
7.69M
$723M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 0.35% |
$2.42M - $2.51M
|
7.69M
$723M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 28.81% |
$2.35M - $2.44M
|
118K
$11.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
25.4K+ 3.99% |
$2.27M - $2.35M
|
661K
$62.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.9K+ 9.08% |
$2.23M - $2.31M
|
299K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
23.9KNew |
$2.14M - $2.22M
|
23.9K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.9K+ 50.37% |
$2.13M - $2.21M
|
71.2K
$6.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$2.06M - $2.14M
|
23.1K
$2.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.9KNew |
$2.05M - $2.12M
|
22.9K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.4K+ 3.66% |
$2M - $2.07M
|
633K
$59.6M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22K+ 6.46% |
$1.96M - $2.04M
|
362K
$34.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.3K+ 88.89% |
$1.91M - $1.98M
|
45.3K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
21.2K+ 5.97% |
$1.89M - $1.96M
|
376K
$35.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 1.07% |
$1.82M - $1.89M
|
1.92M
$181M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20K+ 148.43% |
$1.79M - $1.85M
|
33.5K
$3.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18K+ 9.25% |
$1.61M - $1.67M
|
212K
$20M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 12.82% |
$1.56M - $1.62M
|
153K
$14.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.4K+ 16.46% |
$1.56M - $1.61M
|
123K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.2K+ 37.9% |
$1.54M - $1.6M
|
62.8K
$5.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.2K+ 19.92% |
$1.54M - $1.59M
|
103K
$9.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17K+ 57.1% |
$1.52M - $1.58M
|
46.9K
$4.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.7K+ 78.81% |
$1.49M - $1.55M
|
37.9K
$3.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 14.67% |
$1.48M - $1.54M
|
130K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
16.5K+ 27.45% |
$1.47M - $1.53M
|
76.5K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.3K+ 52.71% |
$1.46M - $1.51M
|
47.3K
$4.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16.3K+ 19.34% |
$1.46M - $1.51M
|
101K
$9.46M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
16.1KNew |
$1.44M - $1.49M
|
16.1K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15.6K+ 111.23% |
$1.39M - $1.44M
|
29.6K
$2.78M
|