Purchases and Sales Made in Q1 2022 in Ishares Morningstar Mid Cap Et (IMCB)

IMCB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP ET.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.09M
+ 6597.32%
$68.3M - $77.4M
1.1M $83.5M
May 10, 2022 Q1 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
101K
New
$6.37M - $7.22M
101K $7.67M
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

BUY
 -
97.2K
New
$6.1M - $6.92M
97.2K $7.35M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
94.2K
New
$5.92M - $6.71M
94.2K $7.13M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
43.8K
+ 11.77%
$2.75M - $3.12M
416K $31.5M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
42.6K
+ 1765.85%
$2.67M - $3.03M
45K $3.4M
May 05, 2022 Q1 2022
Omni Star Financial Group, Inc.

BUY
 -
41K
New
$2.57M - $2.92M
41K $3.1M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
39.5K
New
$2.48M - $2.82M
39.5K $2.99M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
34.1K
New
$2.14M - $2.43M
34.1K $2.58M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
32.9K
+ 3.14%
$2.07M - $2.34M
1.08M $81.7M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
31.3K
New
$1.96M - $2.23M
31.3K $2.36M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
28.7K
+ 156.78%
$1.8M - $2.04M
47K $3.55M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
24.2K
+ 120.47%
$1.52M - $1.72M
44.3K $3.35M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
18.8K
New
$1.18M - $1.34M
18.8K $1.42M
May 06, 2022 Q1 2022
Sunburst Financial Group, LLC

BUY
 -
12.8K
New
$804K - $912K
12.8K $968K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.2K
New
$704K - $798K
11.2K $848K
Apr 15, 2022 Q1 2022
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
11K
+ 18.11%
$688K - $780K
71.4K $5.4M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.73K
+ 37.45%
$611K - $693K
35.7K $2.7M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
8.67K
+ 84.96%
$545K - $618K
18.9K $1.43M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
8.01K
+ 21.66%
$503K - $570K
45K $3.4M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
6.68K
+ 114.13%
$420K - $476K
12.5K $948K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
5.76K
New
$362K - $410K
5.76K $436K
Apr 28, 2022 Q1 2022
Pitti Group Wealth Management, LLC

BUY
 -
5.25K
+ 69.41%
$330K - $374K
12.8K $969K
May 10, 2022 Q1 2022
Marshall Financial Group LLC

BUY
 -
5.17K
+ 29.78%
$325K - $368K
22.5K $1.7M
Apr 27, 2022 Q1 2022
Comerica Bank

BUY
 -
4.1K
New
$258K - $292K
4.1K $310K
May 06, 2022 Q1 2022
Empirical Asset Management, LLC

BUY
 -
4.09K
+ 22.73%
$257K - $292K
22.1K $1.67M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.67K
+ 4.76%
$230K - $261K
80.7K $6.1M
Apr 14, 2022 Q1 2022
Benchmark Wealth Management, LLC

BUY
 -
3.29K
+ 3.67%
$207K - $234K
92.8K $7.02M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.59K
+ 12.79%
$163K - $185K
22.8K $1.73M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.38K
+ 1.04%
$149K - $169K
230K $17.4M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.93K
+ 2.09%
$121K - $137K
94.2K $7.13M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.92K
+ 1.3%
$121K - $137K
149K $11.3M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.78K
+ 22.6%
$112K - $127K
9.68K $732K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
1.74K
+ 8.06%
$109K - $124K
23.4K $1.77M
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

BUY
 -
1.26K
New
$79.4K - $90K
1.26K $95.6K
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.17K
New
$73.6K - $83.4K
1.17K $88.6K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
1.1K
New
$69.2K - $78.5K
1.1K $83.4K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1.01K
+ 102.54%
$63.5K - $72K
2K $151K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
816
+ 60.53%
$51.3K - $58.1K
2.16K $164K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
704
+ 0.39%
$44.2K - $50.1K
181K $13.7M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
684
New
$43K - $48.7K
684 $51.7K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
630
New
$39.6K - $44.9K
630 $47.7K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
492
New
$30.9K - $35K
492 $37.2K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
468
+ 2.98%
$29.4K - $33.3K
16.2K $1.22M
May 12, 2022 Q1 2022
S.A. Mason LLC

BUY
 -
452
+ 3.15%
$28.4K - $32.2K
14.8K $1.12M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
344
New
$21.6K - $24.5K
344 $26K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
343
+ 1.54%
$21.5K - $24.4K
22.6K $1.71M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
275
+ 52.28%
$17.3K - $19.6K
801 $60.6K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
232
+ 2.2%
$14.6K - $16.5K
10.8K $815K

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