Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
156K
+ 1451.93%
$10.2M - $11.4M
167K $12.6M
May 13, 2024 Q1 2024
Ubs Group Ag

BUY
 -
39.9K
+ 3.58%
$2.6M - $2.91M
1.16M $87.4M
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
32.6K
+ 18.77%
$2.12M - $2.37M
206K $15.6M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
18.1K
New
$1.18M - $1.32M
18.1K $1.37M
Apr 17, 2024 Q1 2024
Means Investment Co., Inc.

BUY
 -
16.8K
+ 16.44%
$1.09M - $1.22M
119K $8.98M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
15.8K
+ 42.7%
$1.03M - $1.15M
52.7K $3.99M
May 10, 2024 Q1 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
13.3K
+ 14.97%
$863K - $965K
102K $7.7M
May 10, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
12.7K
+ 2543.91%
$830K - $928K
13.2K $1M
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.6K
+ 18.96%
$759K - $848K
73.1K $5.53M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
9.57K
+ 1.05%
$624K - $697K
919K $69.5M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
8.99K
New
$585K - $654K
8.99K $680K
Apr 29, 2024 Q1 2024
Commonwealth Equity Services, LLC

BUY
 -
6.55K
+ 1.74%
$427K - $477K
384K $29M
Oct 17, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
5.62K
+ 0.62%
$366K - $410K
919K $69.5M
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
5.01K
+ 2124.15%
$327K - $365K
5.25K $397K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.98K
New
$324K - $362K
4.98K $376K
Apr 15, 2024 Q1 2024
Sunburst Financial Group, LLC

BUY
 -
4.72K
+ 5.75%
$307K - $343K
86.7K $6.56M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.65K
New
$303K - $339K
4.65K $352K
Apr 19, 2024 Q1 2024
Evolution Wealth Advisors, LLC

BUY
 -
4K
New
$261K - $291K
4K $303K
May 10, 2024 Q1 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.78K
+ 3.97%
$246K - $275K
99K $7.49M
May 03, 2024 Q1 2024
Rede Wealth, LLC

BUY
 -
3.63K
+ 26.43%
$236K - $264K
17.3K $1.31M
May 15, 2024 Q1 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
3.55K
+ 2.99%
$231K - $258K
122K $9.23M
May 15, 2024 Q1 2024
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
3.53K
New
$230K - $257K
3.53K $267K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
3.47K
New
$226K - $253K
3.47K $263K
May 15, 2024 Q1 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.47K
New
$226K - $253K
3.47K $262K
May 13, 2024 Q1 2024
Foundations Investment Advisors, LLC

BUY
 -
3.06K
New
$199K - $223K
3.06K $232K
Apr 19, 2024 Q1 2024
Marshall Financial Group LLC

BUY
 -
2.95K
+ 10.54%
$192K - $215K
31K $2.34M
May 10, 2024 Q1 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.88K
New
$187K - $209K
2.88K $217K
May 07, 2024 Q1 2024
Bedel Financial Consulting, Inc.

BUY
 -
2.08K
+ 9.8%
$136K - $151K
23.3K $1.76M
May 14, 2024 Q1 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.95K
+ 8.25%
$127K - $142K
25.6K $1.94M
May 15, 2024 Q1 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.85K
+ 9.54%
$120K - $134K
21.2K $1.6M
May 09, 2024 Q1 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.6K
+ 3.88%
$104K - $116K
42.8K $3.24M
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

BUY
 -
1.52K
+ 3.38%
$98.9K - $111K
46.5K $3.51M
May 15, 2024 Q1 2024
Northwestern Mutual Wealth Management CO

BUY
 -
1.5K
+ 11.37%
$97.4K - $109K
14.6K $1.11M
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.36K
New
$88.6K - $99K
1.36K $103K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
933
+ 0.91%
$60.8K - $68K
103K $7.82M
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
866
+ 16.8%
$56.4K - $63.1K
6.02K $456K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
738
+ 15.43%
$48.1K - $53.7K
5.52K $418K
Apr 15, 2024 Q1 2024
S.A. Mason LLC

BUY
 -
515
+ 4.79%
$33.6K - $37.5K
11.3K $853K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
384
New
$25K - $28K
384 $29K
May 08, 2024 Q1 2024
Mai Capital Management

BUY
 -
300
+ 7.25%
$19.5K - $21.8K
4.44K $336K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
237
+ 5.5%
$15.4K - $17.3K
4.55K $344K
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
224
+ 1.47%
$14.6K - $16.3K
15.4K $1.17M
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
222
+ 0.32%
$14.5K - $16.2K
69.3K $5.24M
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
192
New
$12.5K - $14K
192 $14.5K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
184
New
$12K - $13.4K
184 $13.9K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
129
+ 0.23%
$8.4K - $9.4K
56.4K $4.27M
Apr 19, 2024 Q1 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
117
+ 2.78%
$7.62K - $8.52K
4.32K $327K
May 10, 2024 Q1 2024
Citigroup Inc

BUY
 -
115
+ 3.05%
$7.49K - $8.38K
3.88K $294K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
107
+ 9.6%
$6.97K - $7.79K
1.22K $92.4K

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