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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
359New |
$32.6K - $34.7K
|
359
$33.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
359+ 79.07% |
$32.6K - $34.7K
|
813
$76.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
349New |
$31.7K - $33.7K
|
349
$32.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
345+ 9.56% |
$31.3K - $33.3K
|
3.95K
$372K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333+ 254.2% |
$30.3K - $32.2K
|
464
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333+ 1.07% |
$30.3K - $32.2K
|
31.5K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
323+ 14.66% |
$29.3K - $31.2K
|
2.53K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
319+ 9.9% |
$29K - $30.8K
|
3.54K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
318New |
$28.9K - $30.7K
|
318
$29.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
306+ 413.51% |
$27.8K - $29.6K
|
380
$35.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303+ 21.14% |
$27.5K - $29.3K
|
1.74K
$163K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
302+ 3.52% |
$27.4K - $29.2K
|
8.87K
$835K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
299+ 8.09% |
$27.2K - $28.9K
|
4K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
298+ 10.06% |
$27.1K - $28.8K
|
3.26K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
295+ 2.26% |
$26.8K - $28.5K
|
13.4K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
271New |
$24.6K - $26.2K
|
271
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
257+ 1.58% |
$23.3K - $24.8K
|
16.5K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
256+ 2.71% |
$23.3K - $24.7K
|
9.7K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
251+ 8.52% |
$22.8K - $24.3K
|
3.2K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 1.19% |
$22.7K - $24.2K
|
21.3K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$22.7K - $24.2K
|
250
$23.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
246+ 1.59% |
$22.3K - $23.8K
|
15.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
230+ 0.84% |
$20.9K - $22.2K
|
27.6K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
215New |
$19.5K - $20.8K
|
215
$20.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
215+ 9.41% |
$19.5K - $20.8K
|
2.5K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
211+ 345.9% |
$19.2K - $20.4K
|
272
$25.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
211+ 3.81% |
$19.2K - $20.4K
|
5.74K
$540K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
211New |
$19.2K - $20.4K
|
211
$19.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
206+ 0.53% |
$18.7K - $19.9K
|
39.1K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
203+ 1.2% |
$18.4K - $19.6K
|
17.1K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
201+ 5.05% |
$18.3K - $19.4K
|
4.18K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
195+ 0.28% |
$17.7K - $18.8K
|
69.6K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
185+ 3.77% |
$16.8K - $17.9K
|
5.09K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
180+ 2.49% |
$16.4K - $17.4K
|
7.42K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
177+ 4.64% |
$16.1K - $17.1K
|
3.99K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
174+ 0.89% |
$15.8K - $16.8K
|
19.7K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
173+ 0.86% |
$15.7K - $16.7K
|
20.2K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
170+ 1.69% |
$15.4K - $16.4K
|
10.3K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 1.08% |
$15.1K - $16K
|
15.5K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
166+ 0.86% |
$15.1K - $16K
|
19.5K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
155+ 1.91% |
$14.1K - $15K
|
8.29K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
151+ 0.17% |
$13.7K - $14.6K
|
87.8K
$8.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$13.6K - $14.5K
|
150
$14.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
149+ 115.5% |
$13.5K - $14.4K
|
278
$26.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
143+ 0.24% |
$13K - $13.8K
|
60.8K
$5.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
143+ 0.95% |
$13K - $13.8K
|
15.1K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
141+ 0.9% |
$12.8K - $13.6K
|
15.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
131+ 2.43% |
$11.9K - $12.7K
|
5.53K
$520K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
131+ 0.64% |
$11.9K - $12.7K
|
20.7K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
125+ 1.3% |
$11.4K - $12.1K
|
9.72K
$914K
|