Purchases and Sales Made in Q3 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
10.6K+ 2.28% |
$938K - $994K
|
475K
$44.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 93.03% |
$920K - $975K
|
21.6K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.4K+ 14.03% |
$917K - $971K
|
84.2K
$7.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.2K+ 12.31% |
$906K - $960K
|
93.4K
$8.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10K+ 9.32% |
$888K - $941K
|
118K
$11.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.75K+ 7.98% |
$863K - $914K
|
132K
$12.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
9.33K+ 18.2% |
$826K - $875K
|
60.6K
$5.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.33K+ 34.27% |
$825K - $875K
|
36.5K
$3.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.1K+ 41.15% |
$806K - $854K
|
31.2K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.71K+ 17.66% |
$771K - $817K
|
58.1K
$5.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.48K+ 2.08% |
$750K - $795K
|
417K
$39.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.34K+ 6.3% |
$738K - $783K
|
141K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.02K+ 9.93% |
$710K - $752K
|
88.8K
$8.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 63.42% |
$698K - $740K
|
20.3K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
7.2KNew |
$638K - $676K
|
7.2K
$678K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.1K+ 231.49% |
$629K - $666K
|
10.2K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.09K+ 8.91% |
$628K - $665K
|
86.7K
$8.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.08KNew |
$626K - $664K
|
7.08K
$666K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.05K+ 42.62% |
$624K - $661K
|
23.6K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.77K+ 44.22% |
$599K - $635K
|
22.1K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
6.6K+ 66.0% |
$584K - $619K
|
16.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.31K+ 16.88% |
$558K - $592K
|
43.7K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.16KNew |
$545K - $578K
|
6.16K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.1K+ 5.61% |
$540K - $573K
|
115K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.97K+ 18.94% |
$529K - $560K
|
37.5K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.94K+ 16.99% |
$525K - $557K
|
40.9K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.89K+ 6.77% |
$521K - $552K
|
92.9K
$8.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.86K+ 230.06% |
$519K - $550K
|
8.41K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.71K+ 5.56% |
$506K - $536K
|
109K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.58K+ 138.0% |
$494K - $523K
|
9.62K
$905K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.4K+ 27.05% |
$478K - $506K
|
25.4K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.31K+ 1.44% |
$470K - $498K
|
373K
$35.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.24K+ 8.31% |
$463K - $491K
|
68.3K
$6.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
5.23K+ 12.64% |
$463K - $491K
|
46.6K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.21K+ 6.76% |
$461K - $489K
|
82.2K
$7.74M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.07K+ 14.72% |
$449K - $476K
|
39.5K
$3.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.98K+ 3.95% |
$441K - $467K
|
131K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.96KNew |
$439K - $465K
|
4.96K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.9K+ 41.49% |
$433K - $459K
|
16.7K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.86K+ 3.72% |
$430K - $456K
|
136K
$12.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.86K+ 2.12% |
$430K - $455K
|
234K
$22M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.79KNew |
$424K - $449K
|
4.79K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.58K+ 9.92% |
$405K - $430K
|
50.8K
$4.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.52K+ 2.55% |
$400K - $424K
|
182K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.49KNew |
$398K - $422K
|
4.49K
$423K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38KNew |
$388K - $411K
|
4.38K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.17K+ 92.56% |
$369K - $391K
|
8.67K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12K+ 8.47% |
$365K - $387K
|
52.8K
$4.97M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.1K+ 35.87% |
$363K - $385K
|
15.5K
$1.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.03K+ 113.14% |
$357K - $378K
|
7.59K
$714K
|