Purchases and Sales Made in Q2 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
523KNew |
$35.7M - $37.9M
|
523K
$39.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.7KNew |
$1.55M - $1.64M
|
22.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9K+ 45.87% |
$1.36M - $1.44M
|
63.3K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 20.67% |
$1.03M - $1.09M
|
88.2K
$6.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 279.83% |
$1.01M - $1.07M
|
20.2K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$806K - $855K
|
11.8K
$894K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.7K+ 9.85% |
$798K - $846K
|
130K
$9.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 19.75% |
$714K - $757K
|
63.5K
$4.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.38K+ 0.81% |
$640K - $679K
|
1.17M
$88.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.95KNew |
$543K - $575K
|
7.95K
$602K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.9K+ 17.57% |
$471K - $499K
|
46.2K
$3.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.2KNew |
$423K - $449K
|
6.2K
$469K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.18K+ 7.13% |
$422K - $447K
|
92.9K
$7.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.13K+ 68.27% |
$419K - $444K
|
15.1K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.77KNew |
$326K - $345K
|
4.77K
$361K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.72KNew |
$322K - $341K
|
4.72K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.6KNew |
$314K - $333K
|
4.6K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.97K+ 125.92% |
$271K - $288K
|
7.13K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.93K+ 1.02% |
$268K - $284K
|
388K
$29.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.83KNew |
$261K - $277K
|
3.83K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$247K - $262K
|
3.62K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.43KNew |
$234K - $248K
|
3.43K
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.39K+ 14.52% |
$231K - $245K
|
26.7K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.09K+ 100.0% |
$211K - $223K
|
6.18K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3KNew |
$205K - $217K
|
3K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95K+ 20.13% |
$201K - $213K
|
17.6K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 3.46% |
$193K - $204K
|
84.3K
$6.38M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.47K+ 12.09% |
$168K - $178K
|
22.9K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.09K+ 4.73% |
$143K - $151K
|
46.2K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.09KNew |
$142K - $151K
|
2.09K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.83K+ 13.78% |
$125K - $132K
|
15.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 6.84% |
$119K - $127K
|
27.4K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.63K+ 1.51% |
$111K - $118K
|
109K
$8.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.59K+ 45.09% |
$109K - $115K
|
5.13K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.04K+ 4928.57% |
$70.6K - $74.9K
|
1.06K
$79.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
993+ 1.0% |
$67.8K - $71.8K
|
100K
$7.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$43.9K - $46.5K
|
643
$48.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
578+ 2.29% |
$39.4K - $41.8K
|
25.8K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
452+ 2.61% |
$30.8K - $32.7K
|
17.8K
$1.35M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
310+ 2.75% |
$21.2K - $22.4K
|
11.6K
$876K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
306New |
$20.9K - $22.1K
|
306
$23.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$20.5K - $21.7K
|
300
$22.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
293+ 5.58% |
$20K - $21.2K
|
5.54K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
285+ 11.98% |
$19.4K - $20.6K
|
2.66K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
264+ 19.4% |
$18K - $19.1K
|
1.63K
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
228+ 1.27% |
$15.6K - $16.5K
|
18.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
198New |
$13.5K - $14.3K
|
198
$15K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
159+ 3.68% |
$10.8K - $11.5K
|
4.48K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
138+ 300.0% |
$9.42K - $9.98K
|
184
$13.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
119+ 3.89% |
$8.12K - $8.61K
|
3.18K
$241K
|