Purchases and Sales Made in Q1 2023 in Ishares Morningstar Mid Cap Et (IMCB)
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 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.44% |
$115 - $131
|
456
$36.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.43% |
$115 - $131
|
466
$37.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$57.5 - $65.4
|
5.16K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.48% |
$57.5 - $65.4
|
209
$16.7K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$57.5 - $65.4
|
10.6K
$844K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-17- 0.27% |
$978 - $1.11K
|
6.19K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-51- 0.49% |
$2.93K - $3.34K
|
10.3K
$819K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-60- 1.43% |
$3.45K - $3.93K
|
4.14K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-82- 1.93% |
$4.72K - $5.36K
|
4.17K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-89- 0.74% |
$5.12K - $5.82K
|
11.9K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-99- 3.91% |
$5.69K - $6.48K
|
2.43K
$194K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-143- 1.69% |
$8.23K - $9.36K
|
8.33K
$664K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-145- 2.73% |
$8.34K - $9.49K
|
5.17K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-149- 2.0% |
$8.57K - $9.75K
|
7.3K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-187- 0.78% |
$10.8K - $12.2K
|
23.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 17.81% |
$11.5K - $13.1K
|
923
$73.6K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-211- 2.48% |
$12.1K - $13.8K
|
8.3K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-215- 0.54% |
$12.4K - $14.1K
|
39.7K
$3.17M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-268- 28.76% |
$15.4K - $17.5K
|
664
$53K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-275- 1.82% |
$15.8K - $18K
|
14.8K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-299- 3.25% |
$17.2K - $19.6K
|
8.9K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-406- 1.44% |
$23.4K - $26.6K
|
27.8K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-420Closed |
$24.2K - $27.5K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-521- 0.54% |
$30K - $34.1K
|
95.5K
$7.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-580- 45.31% |
$33.4K - $37.9K
|
700
$55.8K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-796- 6.34% |
$45.8K - $52.1K
|
11.8K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-800- 0.49% |
$46K - $52.3K
|
163K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-801- 7.02% |
$46.1K - $52.4K
|
10.6K
$846K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-832- 11.78% |
$47.9K - $54.4K
|
6.23K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-869- 8.83% |
$50K - $56.8K
|
8.97K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-961- 1.27% |
$55.3K - $62.9K
|
74.9K
$5.98M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 2.09% |
$67.8K - $77.1K
|
55.2K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 4.03% |
$76.4K - $86.9K
|
31.7K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.47K- 10.78% |
$84.6K - $96.2K
|
12.2K
$970K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 2.77% |
$87.9K - $100K
|
53.7K
$4.28M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.57K- 18.29% |
$90.1K - $102K
|
7K
$558K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.86K- 7.08% |
$107K - $122K
|
24.4K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.89K- 1.98% |
$108K - $123K
|
93.4K
$7.45M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 5.35% |
$117K - $133K
|
35.9K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.32K- 5.65% |
$133K - $152K
|
38.8K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 9.19% |
$139K - $158K
|
23.8K
$1.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.55K- 3.53% |
$147K - $167K
|
69.8K
$5.57M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.23K- 19.0% |
$244K - $277K
|
18K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.34K- 11.64% |
$307K - $349K
|
40.6K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.62K- 6.61% |
$323K - $368K
|
79.5K
$6.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.89K- 18.24% |
$454K - $516K
|
35.4K
$2.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-8.05K- 9.53% |
$463K - $526K
|
76.4K
$6.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.96K- 9.96% |
$515K - $586K
|
81K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.42K- 17.55% |
$542K - $616K
|
44.3K
$3.53M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.66K- 37.79% |
$556K - $632K
|
15.9K
$1.27M
|