Purchases and Sales Made in Q3 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-118- 83.69% |
$10.7K - $11.4K
|
23
$2.16K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-126- 3.88% |
$11.4K - $12.2K
|
3.12K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-127- 4.2% |
$11.5K - $12.3K
|
2.9K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-139- 1.79% |
$12.6K - $13.4K
|
7.63K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 0.29% |
$12.7K - $13.5K
|
48.8K
$4.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-151- 23.45% |
$13.7K - $14.6K
|
493
$46.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-151- 6.55% |
$13.7K - $14.6K
|
2.16K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-168- 12.84% |
$15.3K - $16.2K
|
1.14K
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-170- 25.91% |
$15.4K - $16.4K
|
486
$45.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-174- 0.34% |
$15.8K - $16.8K
|
51.5K
$4.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-183- 5.04% |
$16.6K - $17.7K
|
3.45K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-189- 8.19% |
$17.2K - $18.3K
|
2.12K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190- 0.73% |
$17.3K - $18.4K
|
25.8K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-201- 2.39% |
$18.3K - $19.4K
|
8.22K
$773K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-202- 78.6% |
$18.4K - $19.5K
|
55
$5.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-209- 1.8% |
$19K - $20.2K
|
11.4K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-214- 0.42% |
$19.4K - $20.7K
|
50.8K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-215- 2.74% |
$19.5K - $20.8K
|
7.64K
$718K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-217- 13.2% |
$19.7K - $21K
|
1.43K
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-223- 0.22% |
$20.3K - $21.6K
|
103K
$9.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-225- 3.04% |
$20.4K - $21.7K
|
7.17K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-233- 0.41% |
$21.2K - $22.5K
|
57K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-239- 1.0% |
$21.7K - $23.1K
|
23.7K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-243- 0.19% |
$22.1K - $23.5K
|
129K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-265- 0.03% |
$24.1K - $25.6K
|
994K
$93.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-265- 23.81% |
$24.1K - $25.6K
|
848
$79.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-267- 9.87% |
$24.3K - $25.8K
|
2.44K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-302- 6.51% |
$27.4K - $29.2K
|
4.34K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-302- 0.01% |
$27.4K - $29.2K
|
2.6M
$244M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-307- 0.61% |
$27.9K - $29.7K
|
50.4K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-332- 4.09% |
$30.2K - $32.1K
|
7.79K
$733K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-334- 0.69% |
$30.3K - $32.3K
|
47.8K
$4.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-343- 6.18% |
$31.2K - $33.2K
|
5.2K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-365- 3.8% |
$33.2K - $35.3K
|
9.24K
$869K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-373- 6.3% |
$33.9K - $36.1K
|
5.54K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-373- 6.3% |
$33.9K - $36.1K
|
5.54K
$522K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-387- 9.58% |
$35.2K - $37.4K
|
3.65K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-393- 0.42% |
$35.7K - $38K
|
92.8K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-407- 0.75% |
$37K - $39.3K
|
53.5K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-417- 12.99% |
$37.9K - $40.3K
|
2.79K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-422- 3.45% |
$38.3K - $40.8K
|
11.8K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-430- 0.62% |
$39.1K - $41.6K
|
69K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-459- 50.27% |
$41.7K - $44.4K
|
454
$42.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-468- 30.27% |
$42.5K - $45.2K
|
1.08K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-472- 9.6% |
$42.9K - $45.6K
|
4.44K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-491- 0.43% |
$44.6K - $47.5K
|
113K
$10.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-491- 11.75% |
$44.6K - $47.5K
|
3.69K
$347K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-492- 56.16% |
$44.7K - $47.6K
|
384
$36.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-492- 1.07% |
$44.7K - $47.6K
|
45.7K
$4.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-501- 7.99% |
$45.5K - $48.4K
|
5.77K
$542K
|