Purchases and Sales Made in Q2 2022 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
40.9KNew |
$2.23M - $2.77M
|
40.9K
$3.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
40KNew |
$2.18M - $2.71M
|
40K
$3.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 346.24% |
$2.11M - $2.63M
|
50K
$3.78M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
33.7K+ 263.29% |
$1.84M - $2.28M
|
46.5K
$3.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 11.47% |
$933K - $1.16M
|
166K
$12.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
12.9K+ 13.28% |
$703K - $875K
|
110K
$8.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
7.42KNew |
$404K - $503K
|
7.42K
$561K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.28K+ 3.72% |
$342K - $426K
|
175K
$13.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 190.66% |
$327K - $407K
|
9.15K
$692K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
5.9K+ 26.2% |
$322K - $400K
|
28.4K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 14.98% |
$186K - $232K
|
26.3K
$1.99M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.07K+ 486.98% |
$167K - $208K
|
3.7K
$280K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58K+ 1.9% |
$141K - $175K
|
139K
$10.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.43K+ 42.92% |
$132K - $165K
|
8.1K
$612K
|
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.42K+ 2.61% |
$132K - $164K
|
95.2K
$7.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 5.07% |
$98.7K - $123K
|
37.5K
$2.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
1.7K+ 41.41% |
$92.5K - $115K
|
5.8K
$439K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 2.01% |
$88.3K - $110K
|
82.3K
$6.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.4K+ 8.64% |
$76.2K - $94.7K
|
17.6K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.36KNew |
$74.1K - $92.1K
|
1.36K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.19K+ 12.26% |
$64.7K - $80.4K
|
10.9K
$822K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
800New |
$43.6K - $54.2K
|
800
$60.5K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
687+ 0.08% |
$37.4K - $46.5K
|
907K
$68.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
687+ 0.08% |
$37.4K - $46.5K
|
907K
$68.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
665+ 1.48% |
$36.2K - $45.1K
|
45.6K
$3.45M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
589+ 207.39% |
$32.1K - $39.9K
|
873
$66K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
572+ 4.3% |
$31.2K - $38.8K
|
13.9K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
425+ 5.87% |
$23.2K - $28.8K
|
7.66K
$579K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
416New |
$22.7K - $28.2K
|
416
$31.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
308+ 1.36% |
$16.8K - $20.9K
|
22.9K
$1.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
308+ 2.54% |
$16.8K - $20.9K
|
12.4K
$941K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
243+ 1.64% |
$13.2K - $16.5K
|
15.1K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
229+ 6.03% |
$12.5K - $15.5K
|
4.03K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
228+ 0.32% |
$12.4K - $15.4K
|
71.6K
$5.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
203+ 6.92% |
$11.1K - $13.8K
|
3.14K
$237K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
122New |
$6.65K - $8.27K
|
122
$9.23K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
110+ 5.08% |
$5.99K - $7.45K
|
2.27K
$172K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.16% |
$763 - $949
|
8.75K
$662K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$654 - $813
|
12
$908
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.31% |
$599 - $745
|
3.57K
$270K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.03% |
$436 - $542
|
31.3K
$2.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.26% |
$163 - $203
|
1.17K
$88.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.17% |
$163 - $203
|
1.75K
$132K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$109 - $136
|
2.53K
$191K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.27% |
$109 - $136
|
751
$56.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.15% |
$109 - $136
|
1.36K
$103K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.02% |
$54.5 - $67.8
|
4.45K
$336K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.49% |
$54.5 - $67.8
|
206
$15.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.22% |
$54.5 - $67.8
|
449
$34K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.33% |
$54.5 - $67.8
|
308
$23.3K
|