Purchases and Sales Made in Q1 2022 in Ishares Morningstar Mid Cap Et (IMCB)
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 |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
216+ 108.0% |
$13.6K - $15.4K
|
416
$31.5K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$12.6K - $14.2K
|
200
$15.1K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
199+ 1.67% |
$12.5K - $14.2K
|
12.1K
$917K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
191New |
$12K - $13.6K
|
191
$14.4K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
171+ 7.26% |
$10.7K - $12.2K
|
2.53K
$191K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.51% |
$3.14K - $3.56K
|
9.94K
$752K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19New |
$1.19K - $1.35K
|
19
$1.44K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.31% |
$691 - $783
|
3.56K
$269K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.59% |
$565 - $641
|
1.53K
$115K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.4% |
$188 - $214
|
749
$56.7K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.02% |
$188 - $214
|
19K
$1.43M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.17% |
$188 - $214
|
1.74K
$132K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.45% |
$126 - $142
|
448
$33.9K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.44% |
$126 - $142
|
458
$34.6K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.15% |
$126 - $142
|
1.36K
$103K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 0.46% |
$126 - $142
|
433
$32.8K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.33% |
$62.8 - $71.2
|
307
$23.2K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 12.5% |
$62.8 - $71.2
|
9
$681
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-7- 0.24% |
$440 - $499
|
2.94K
$222K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8- 0.21% |
$503 - $570
|
3.8K
$287K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-24- 0.94% |
$1.51K - $1.71K
|
2.52K
$191K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 0.54% |
$1.57K - $1.78K
|
4.57K
$346K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-34- 0.45% |
$2.14K - $2.42K
|
7.6K
$575K
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-44- 1.39% |
$2.76K - $3.13K
|
3.11K
$235K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-60- 0.68% |
$3.77K - $4.27K
|
8.74K
$661K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-80- 2.52% |
$5.03K - $5.7K
|
3.09K
$234K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-85- 0.64% |
$5.34K - $6.05K
|
13.3K
$1.01M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 2.94% |
$6.28K - $7.12K
|
3.3K
$250K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-100- 1.36% |
$6.28K - $7.12K
|
7.24K
$547K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-108- 3.32% |
$6.78K - $7.69K
|
3.15K
$238K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-146- 53.28% |
$9.17K - $10.4K
|
128
$9.68K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-150- 2.7% |
$9.42K - $10.7K
|
5.41K
$410K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-169- 0.53% |
$10.6K - $12K
|
31.9K
$2.41M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-200Closed |
$12.6K - $14.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-257- 0.15% |
$16.1K - $18.3K
|
169K
$12.8M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-312- 1.53% |
$19.6K - $22.2K
|
20K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-468- 9.53% |
$29.4K - $33.3K
|
4.44K
$336K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-473- 8.87% |
$29.7K - $33.7K
|
4.86K
$368K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480- 13.23% |
$30.2K - $34.2K
|
3.15K
$238K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-583- 10.26% |
$36.6K - $41.5K
|
5.1K
$386K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-687- 0.08% |
$43.2K - $48.9K
|
907K
$68.6M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-915Closed |
$57.5K - $65.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-970- 2.92% |
$60.9K - $69.1K
|
32.3K
$2.44M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 27.33% |
$71K - $80.5K
|
3K
$227K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.2KClosed |
$75.4K - $85.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 50.0% |
$79.2K - $89.7K
|
1.26K
$95.3K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.36KClosed |
$85.4K - $96.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.92K- 8.31% |
$121K - $137K
|
21.2K
$1.6M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 3.95% |
$128K - $145K
|
49.5K
$3.74M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.13K- 24.14% |
$134K - $152K
|
6.7K
$507K
|