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 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.15K+ 4496.23% |
$639K - $662K
|
7.31K
$688K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.12K+ 6.89% |
$637K - $660K
|
110K
$10.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.07K+ 51.28% |
$632K - $655K
|
20.9K
$1.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.9KNew |
$617K - $639K
|
6.9K
$649K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
6.86K+ 32.49% |
$614K - $636K
|
28K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.85KNew |
$613K - $635K
|
6.85K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$608K - $630K
|
6.8K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.67K+ 8.23% |
$596K - $618K
|
87.7K
$8.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.61K+ 65.98% |
$591K - $612K
|
16.6K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.36K+ 75.51% |
$569K - $590K
|
14.8K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.32K+ 3.19% |
$565K - $586K
|
205K
$19.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.26K+ 25.96% |
$560K - $580K
|
30.4K
$2.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 20.8% |
$554K - $574K
|
36K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.2KNew |
$554K - $574K
|
6.2K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.13K+ 94.25% |
$548K - $568K
|
12.6K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.09K+ 37.12% |
$545K - $564K
|
22.5K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.08K+ 11.34% |
$544K - $563K
|
59.7K
$5.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.94K+ 49.34% |
$531K - $550K
|
18K
$1.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.92K+ 7.67% |
$529K - $549K
|
83.1K
$7.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.92KNew |
$529K - $548K
|
5.92K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 21.99% |
$528K - $547K
|
32.8K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.7K+ 10.36% |
$510K - $528K
|
60.8K
$5.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.62K+ 4.32% |
$503K - $521K
|
136K
$12.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.61K+ 194.25% |
$501K - $520K
|
8.5K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.59K+ 6.33% |
$500K - $518K
|
93.9K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.54KNew |
$496K - $513K
|
5.54K
$521K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5.49KNew |
$490K - $508K
|
5.49K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.32K+ 2.25% |
$476K - $493K
|
241K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.32K+ 35.11% |
$475K - $493K
|
20.5K
$1.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.22K+ 76.27% |
$467K - $484K
|
12.1K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.13KNew |
$458K - $475K
|
5.13K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.07KNew |
$453K - $469K
|
5.07K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
5K+ 32.26% |
$447K - $463K
|
20.5K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.9K+ 9.46% |
$438K - $454K
|
56.7K
$5.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
4.9K+ 10.89% |
$438K - $454K
|
49.9K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.83K+ 4.56% |
$432K - $447K
|
111K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.58K+ 5.38% |
$410K - $425K
|
89.8K
$8.45M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.53K+ 204.7% |
$405K - $419K
|
6.74K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 15.68% |
$403K - $418K
|
33.3K
$3.13M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.45K+ 1.54% |
$398K - $413K
|
294K
$27.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.41KNew |
$395K - $409K
|
4.41K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.39KNew |
$393K - $407K
|
4.39K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.31K+ 4.2% |
$385K - $399K
|
107K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.2K+ 1.43% |
$375K - $389K
|
297K
$28M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.18K+ 9.81% |
$374K - $388K
|
46.9K
$4.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.18KNew |
$374K - $387K
|
4.18K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.18K+ 1.01% |
$373K - $387K
|
418K
$39.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
4.16K+ 1.23% |
$372K - $385K
|
341K
$32.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.16K+ 8.17% |
$372K - $385K
|
55K
$5.18M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
4.11K+ 2.58% |
$367K - $381K
|
163K
$15.4M
|