Purchases and Sales Made in Q2 2023 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67.8K+ 682.34% |
$3.97M - $4.29M
|
77.8K
$5.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.7K+ 62.4% |
$2.73M - $2.96M
|
122K
$9.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
23.8KNew |
$1.39M - $1.5M
|
23.8K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.4KNew |
$961K - $1.04M
|
16.4K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
12.4K+ 24.81% |
$723K - $782K
|
62.2K
$4.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.69K+ 36.2% |
$449K - $487K
|
28.9K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.51K+ 192.68% |
$439K - $475K
|
11.4K
$863K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.15K+ 9.0% |
$418K - $453K
|
86.6K
$6.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.55K+ 14.17% |
$383K - $414K
|
52.8K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.88K+ 16.4% |
$344K - $372K
|
41.8K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.97KNew |
$291K - $315K
|
4.97K
$376K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.65KNew |
$272K - $294K
|
4.65K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.89KNew |
$227K - $246K
|
3.89K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.6K+ 4.45% |
$211K - $228K
|
84.6K
$6.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.39K+ 0.9% |
$198K - $214K
|
380K
$28.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 5.04% |
$158K - $171K
|
56.4K
$4.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.56KNew |
$149K - $162K
|
2.56K
$193K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 6.26% |
$134K - $145K
|
38.8K
$2.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.11K+ 11.71% |
$124K - $134K
|
20.2K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.71K+ 1.13% |
$99.8K - $108K
|
153K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.55K+ 30.86% |
$90.8K - $98.3K
|
6.59K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.43K+ 6.72% |
$83.8K - $90.7K
|
22.8K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 3.29% |
$74.6K - $80.8K
|
40K
$3.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.21K+ 187.6% |
$70.7K - $76.6K
|
1.86K
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.18K+ 9.68% |
$68.8K - $74.5K
|
13.3K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.15K+ 1.75% |
$67K - $72.6K
|
66.9K
$5.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
984New |
$57.5K - $62.3K
|
984
$74.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
936+ 25.77% |
$54.7K - $59.2K
|
4.57K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
852+ 2.69% |
$49.8K - $53.9K
|
32.5K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
730+ 4.0% |
$42.7K - $46.2K
|
19K
$1.43M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
723+ 17.36% |
$42.3K - $45.8K
|
4.89K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
689+ 1.39% |
$40.3K - $43.6K
|
50.2K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
580+ 11.21% |
$33.9K - $36.7K
|
5.75K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
374+ 12.65% |
$21.9K - $23.7K
|
3.33K
$252K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
358+ 2.51% |
$20.9K - $22.7K
|
14.6K
$1.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
332+ 50.0% |
$19.4K - $21K
|
996
$75.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
332+ 50.0% |
$19.4K - $21K
|
996
$75.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325New |
$19K - $20.6K
|
325
$24.6K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
283+ 7.83% |
$16.5K - $17.9K
|
3.9K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
216New |
$12.6K - $13.7K
|
216
$16.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$11.2K - $12.2K
|
192
$14.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
140New |
$8.18K - $8.86K
|
140
$10.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
122+ 0.31% |
$7.13K - $7.72K
|
39.8K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
117New |
$6.84K - $7.4K
|
117
$8.85K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
66+ 15.71% |
$3.86K - $4.18K
|
486
$36.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
31+ 0.11% |
$1.81K - $1.96K
|
27.8K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 0.01% |
$1.58K - $1.71K
|
310K
$23.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.32% |
$585 - $633
|
3.12K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
9+ 0.01% |
$526 - $570
|
93.4K
$7.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$175 - $190
|
2.87K
$217K
|