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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
808+ 2.04% |
$73.4K - $78.1K
|
40.5K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
803+ 0.33% |
$73K - $77.6K
|
242K
$22.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
787+ 3.43% |
$71.5K - $76.1K
|
23.8K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
781+ 15.15% |
$71K - $75.5K
|
5.94K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
763+ 0.41% |
$69.3K - $73.8K
|
188K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
751+ 10.35% |
$68.2K - $72.6K
|
8.01K
$754K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
744+ 18.73% |
$67.6K - $71.9K
|
4.72K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
732+ 0.13% |
$66.5K - $70.8K
|
585K
$55.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
731+ 11.42% |
$66.4K - $70.7K
|
7.13K
$671K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
717+ 10.02% |
$65.1K - $69.3K
|
7.88K
$741K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
706+ 0.98% |
$64.1K - $68.2K
|
72.6K
$6.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
694+ 3.32% |
$63K - $67.1K
|
21.6K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
690+ 2.11% |
$62.7K - $66.7K
|
33.4K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
687+ 28.16% |
$62.4K - $66.4K
|
3.13K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
684+ 2.38% |
$62.1K - $66.1K
|
29.5K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
676+ 1.95% |
$61.4K - $65.3K
|
35.4K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 2.96% |
$60.5K - $64.4K
|
23.2K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
642+ 9.99% |
$58.3K - $62.1K
|
7.07K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
641New |
$58.2K - $62K
|
641
$60.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
623+ 25.49% |
$56.6K - $60.2K
|
3.07K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
606+ 19.45% |
$55.1K - $58.6K
|
3.72K
$350K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
603+ 4.98% |
$54.8K - $58.3K
|
12.7K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
597+ 11.79% |
$54.2K - $57.7K
|
5.66K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
592+ 0.89% |
$53.8K - $57.2K
|
66.9K
$6.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
582+ 0.98% |
$52.9K - $56.3K
|
60K
$5.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
577+ 1.17% |
$52.4K - $55.8K
|
50.1K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
566+ 3.4% |
$51.4K - $54.7K
|
17.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
503+ 9.89% |
$45.7K - $48.6K
|
5.59K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
495+ 2.05% |
$45K - $47.8K
|
24.7K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
491+ 10.27% |
$44.6K - $47.5K
|
5.27K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
488New |
$44.3K - $47.2K
|
488
$45.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
483+ 6.27% |
$43.9K - $46.7K
|
8.19K
$770K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
477+ 2650.0% |
$43.3K - $46.1K
|
495
$46.6K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
477+ 3.36% |
$43.3K - $46.1K
|
14.7K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
474+ 17.71% |
$43.1K - $45.8K
|
3.15K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
473+ 2.71% |
$43K - $45.7K
|
18K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
465+ 8.29% |
$42.2K - $44.9K
|
6.08K
$572K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
461+ 0.63% |
$41.9K - $44.6K
|
73.7K
$6.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
458+ 21.01% |
$41.6K - $44.3K
|
2.64K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
450+ 0.76% |
$40.9K - $43.5K
|
59.5K
$5.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
444+ 1.14% |
$40.3K - $42.9K
|
39.5K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
440New |
$40K - $42.5K
|
440
$41.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
439+ 32.74% |
$39.9K - $42.4K
|
1.78K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
421+ 85.4% |
$38.2K - $40.7K
|
914
$86K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
409+ 1.17% |
$37.2K - $39.5K
|
35.3K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
390+ 3.09% |
$35.4K - $37.7K
|
13K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
386+ 9.79% |
$35.1K - $37.3K
|
4.33K
$407K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
378+ 4.42% |
$34.3K - $36.5K
|
8.92K
$840K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
364+ 8.7% |
$33.1K - $35.2K
|
4.55K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
361+ 5.68% |
$32.8K - $34.9K
|
6.72K
$632K
|