Purchases and Sales Made in Q1 2024 in Ishares Morningstar Mid Cap Et (IMCB)
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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.36K- 3.0% |
$154K - $172K
|
76.4K
$5.78M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.4K- 2.68% |
$156K - $175K
|
87.1K
$6.59M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-2.79K- 1.76% |
$181K - $203K
|
155K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.03K- 1.91% |
$197K - $220K
|
156K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 7.52% |
$234K - $261K
|
44.1K
$3.34M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.16KClosed |
$336K - $376K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.37K- 7.25% |
$415K - $464K
|
81.5K
$6.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-6.39K- 56.85% |
$416K - $466K
|
4.85K
$367K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.23K- 35.32% |
$471K - $527K
|
13.2K
$1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.96K- 16.13% |
$583K - $652K
|
46.6K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.15K- 1.98% |
$596K - $667K
|
453K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 6.23% |
$675K - $755K
|
156K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 71.98% |
$888K - $993K
|
5.31K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.1K- 61.41% |
$1.11M - $1.25M
|
10.8K
$813K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.7K- 18.57% |
$3.17M - $3.55M
|
213K
$16.1M
|