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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$7.78K - $8.25K
|
114
$9.09K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
83+ 0.15% |
$5.66K - $6.01K
|
56.5K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
77+ 31.56% |
$5.25K - $5.57K
|
321
$25.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 6.06% |
$5.05K - $5.35K
|
1.3K
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
70+ 2.43% |
$4.78K - $5.06K
|
2.95K
$235K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62+ 58.49% |
$4.23K - $4.49K
|
168
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36+ 0.16% |
$2.46K - $2.6K
|
22.9K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33+ 0.48% |
$2.25K - $2.39K
|
6.87K
$548K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
19+ 0.32% |
$1.3K - $1.37K
|
6.03K
$481K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.9% |
$1.23K - $1.3K
|
966
$77.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.32% |
$682 - $724
|
3.17K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.29% |
$614 - $651
|
3.06K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.97% |
$614 - $651
|
941
$75.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$409 - $434
|
6
$479
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$205 - $217
|
2.89K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.75% |
$68.2 - $72.4
|
135
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$68.2 - $72.4
|
6.66K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.06% |
$68.2 - $72.4
|
1.8K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$68.2 - $72.4
|
475
$37.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.07% |
$341 - $362
|
7.36K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 33.33% |
$478 - $506
|
14
$1.12K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13- 0.08% |
$887 - $941
|
15.4K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13- 0.06% |
$887 - $941
|
21.2K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 0.2% |
$1.02K - $1.09K
|
7.32K
$584K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 5.6% |
$1.02K - $1.09K
|
253
$20.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 0.13% |
$1.02K - $1.09K
|
11.6K
$925K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-29- 0.64% |
$1.98K - $2.1K
|
4.52K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31- 0.64% |
$2.12K - $2.24K
|
4.81K
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-48- 0.96% |
$3.28K - $3.47K
|
4.93K
$393K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 10.19% |
$4.03K - $4.27K
|
520
$41.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-60- 1.35% |
$4.09K - $4.34K
|
4.38K
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 2.76% |
$4.37K - $4.63K
|
2.26K
$180K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-71- 1.45% |
$4.84K - $5.14K
|
4.84K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 0.27% |
$5.66K - $6.01K
|
30.9K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.03% |
$6.82K - $7.23K
|
3.2K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 0.97% |
$7.91K - $8.39K
|
11.9K
$949K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-133- 19.94% |
$9.07K - $9.62K
|
534
$42.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-153- 2.67% |
$10.4K - $11.1K
|
5.59K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-170- 7.51% |
$11.6K - $12.3K
|
2.09K
$167K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-181- 0.47% |
$12.3K - $13.1K
|
38.1K
$3.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-281- 6.05% |
$19.2K - $20.3K
|
4.37K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-321- 5.6% |
$21.9K - $23.2K
|
5.41K
$431K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-342- 0.93% |
$23.3K - $24.7K
|
36.5K
$2.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-358- 0.23% |
$24.4K - $25.9K
|
155K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-361- 0.84% |
$24.6K - $26.1K
|
42.4K
$3.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-425- 10.95% |
$29K - $30.7K
|
3.46K
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-432- 8.25% |
$29.5K - $31.3K
|
4.8K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 62.73% |
$37.7K - $39.9K
|
328
$26.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-553- 11.83% |
$37.7K - $40K
|
4.12K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-564- 9.53% |
$38.5K - $40.8K
|
5.35K
$427K
|