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 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$175 - $190
|
1.08K
$81.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$117 - $127
|
939
$71K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$58.5 - $63.3
|
7.3K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$58.5 - $63.3
|
2.43K
$184K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$58.5 - $63.3
|
467
$35.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$58.5 - $63.3
|
23.8K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.75% |
$58.5 - $63.3
|
135
$10.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.22% |
$58.5 - $63.3
|
457
$34.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.48% |
$58.5 - $63.3
|
210
$15.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$58.5 - $63.3
|
10.6K
$800K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1- 0.01% |
$58.5 - $63.3
|
11.2K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8- 0.1% |
$468 - $506
|
8.29K
$627K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26- 0.06% |
$1.52K - $1.65K
|
44.2K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-26- 0.25% |
$1.52K - $1.65K
|
10.2K
$775K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 0.79% |
$1.64K - $1.77K
|
3.52K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 1.21% |
$1.75K - $1.9K
|
2.45K
$185K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57- 0.48% |
$3.33K - $3.61K
|
11.9K
$900K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-100- 0.42% |
$5.85K - $6.33K
|
23.7K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-117- 0.9% |
$6.84K - $7.4K
|
12.9K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 21.67% |
$11.7K - $12.7K
|
723
$54.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-236- 0.61% |
$13.8K - $14.9K
|
38.3K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-240- 0.59% |
$14K - $15.2K
|
40.3K
$3.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-241- 1.36% |
$14.1K - $15.3K
|
17.5K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-250- 6.42% |
$14.6K - $15.8K
|
3.65K
$276K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-329- 7.66% |
$19.2K - $20.8K
|
3.97K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-480- 9.31% |
$28.1K - $30.4K
|
4.68K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-494- 9.85% |
$28.9K - $31.3K
|
4.52K
$342K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-507- 0.66% |
$29.6K - $32.1K
|
75.9K
$5.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-566- 6.8% |
$33.1K - $35.8K
|
7.76K
$587K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-660- 2.94% |
$38.6K - $41.8K
|
21.8K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-751- 7.08% |
$43.9K - $47.5K
|
9.86K
$746K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-796- 12.69% |
$46.5K - $50.4K
|
5.48K
$414K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-830- 4.07% |
$48.5K - $52.5K
|
19.6K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-923- 13.97% |
$53.9K - $58.4K
|
5.68K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-934- 53.49% |
$54.6K - $59.1K
|
812
$61.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-978- 1.4% |
$57.2K - $61.9K
|
68.8K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 7.77% |
$64.5K - $69.9K
|
13.1K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.63K- 1.0% |
$95.1K - $103K
|
161K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.69K- 6.9% |
$98.5K - $107K
|
22.7K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.03K- 0.17% |
$119K - $129K
|
1.17M
$88.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.44K- 7.64% |
$143K - $154K
|
29.5K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.96K- 3.1% |
$173K - $188K
|
92.5K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.23K- 3.41% |
$189K - $204K
|
91.5K
$6.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.38K- 48.32% |
$198K - $214K
|
3.62K
$273K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.8K- 42.34% |
$222K - $240K
|
5.17K
$391K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.34K- 1.73% |
$254K - $275K
|
247K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.47K- 3.71% |
$261K - $283K
|
116K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5K- 56.15% |
$292K - $316K
|
3.9K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.32K- 39.72% |
$369K - $400K
|
9.59K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.35K- 47.66% |
$371K - $402K
|
6.98K
$528K
|