Purchases and Sales Made in Q1 2023 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 2023. 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
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
89.6K
+ 53.46%
$5.15M - $5.86M
257K $19.5M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
25.1K
+ 203.37%
$1.44M - $1.64M
37.5K $2.83M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13.3K
New
$767K - $872K
13.3K $1.01M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13K
+ 1070.12%
$748K - $851K
14.2K $1.08M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
12.5K
+ 33.4%
$718K - $816K
49.8K $3.77M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
8.21K
New
$472K - $537K
8.21K $621K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.78K
New
$448K - $509K
7.78K $589K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.59K
+ 16.63%
$379K - $431K
46.2K $3.5M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.58K
+ 2.17%
$378K - $430K
310K $23.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
5.57K
+ 0.59%
$320K - $364K
951K $72M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
3.9K
New
$224K - $255K
3.9K $295K
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
3.89K
New
$224K - $254K
3.89K $294K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3.55K
New
$204K - $232K
3.55K $268K
May 08, 2023 Q1 2023
Sunburst Financial Group, LLC

BUY
 -
3.37K
+ 5.41%
$194K - $221K
65.7K $4.97M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
3.11K
New
$179K - $203K
3.11K $235K
Apr 12, 2023 Q1 2023
Matrix Trust CO

BUY
 -
2.53K
+ 1.7%
$145K - $165K
151K $11.5M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.42K
+ 5.13%
$139K - $158K
49.5K $3.75M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.86K
+ 0.16%
$107K - $121K
1.17M $88.3M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.53K
+ 2.85%
$87.9K - $100K
55.2K $4.18M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.11K
+ 5.53%
$64.1K - $72.9K
21.2K $1.61M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.07K
New
$61.7K - $70.1K
1.07K $81.1K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.04K
+ 7.88%
$59.8K - $68K
14.2K $1.08M
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
783
+ 27.68%
$45K - $51.2K
3.61K $273K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
534
+ 3.02%
$30.7K - $34.9K
18.2K $1.38M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
490
+ 0.2%
$28.2K - $32.1K
251K $19M
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
470
New
$27K - $30.7K
470 $35.6K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
455
+ 239.47%
$26.2K - $29.8K
645 $48.8K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
420
New
$24.2K - $27.5K
420 $31.8K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
415
+ 9.02%
$23.9K - $27.1K
5.02K $379K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
412
New
$23.7K - $27K
412 $31.2K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
400
New
$23K - $26.2K
400 $30.3K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
335
+ 2.65%
$19.3K - $21.9K
13K $981K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
314
+ 5.8%
$18.1K - $20.5K
5.73K $433K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
248
+ 12.17%
$14.3K - $16.2K
2.29K $173K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
172
New
$9.89K - $11.3K
172 $13K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
167
+ 5.99%
$9.61K - $10.9K
2.96K $224K
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
144
+ 0.45%
$8.28K - $9.42K
31.9K $2.42M
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

BUY
 -
131
+ 0.34%
$7.54K - $8.57K
38.5K $2.91M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
116
New
$6.67K - $7.59K
116 $8.78K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
112
+ 20.29%
$6.44K - $7.33K
664 $50.2K
May 02, 2023 Q1 2023
Pitti Group Wealth Management, LLC

BUY
 -
58
+ 0.33%
$3.34K - $3.79K
17.8K $1.34M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
57
+ 0.48%
$3.28K - $3.73K
12K $904K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
44
+ 0.21%
$2.53K - $2.88K
21.3K $1.61M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
34
+ 0.34%
$1.96K - $2.22K
9.94K $752K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
18
New
$1.04K - $1.18K
18 $1.36K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
12
+ 0.05%
$690 - $785
22.4K $1.7M
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
11
+ 110.0%
$633 - $720
21 $1.59K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
4
+ 0.14%
$230 - $262
2.87K $217K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3
+ 0.32%
$173 - $196
937 $70.9K

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