Purchases and Sales Made in Q3 2021 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
966KNew |
$62.4M - $67.6M
|
966K
$77.1M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45KNew |
$2.91M - $3.15M
|
45K
$3.59M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.8M - $3.03M
|
43.4K
$3.46M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
39K+ 3.99% |
$2.52M - $2.73M
|
1.02M
$81.1M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
32.5KNew |
$2.1M - $2.28M
|
32.5K
$2.59M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$2.03M - $2.2M
|
31.4K
$2.51M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.3KNew |
$1.89M - $2.05M
|
29.3K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 13.0% |
$1.79M - $1.94M
|
241K
$19.3M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 6.8% |
$1.46M - $1.58M
|
354K
$28.3M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$1.38M - $1.49M
|
21.3K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.7K+ 168.5% |
$1.14M - $1.24M
|
28.2K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8K+ 83.55% |
$955K - $1.03M
|
32.5K
$2.59M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.84K+ 62.59% |
$571K - $618K
|
23K
$1.83M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.44KNew |
$481K - $521K
|
7.44K
$594K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.28K+ 50.8% |
$470K - $509K
|
21.6K
$1.72M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
6.81KNew |
$440K - $477K
|
6.81K
$544K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.25K+ 79.21% |
$339K - $367K
|
11.9K
$948K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.7K+ 17.25% |
$304K - $329K
|
32K
$2.55M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.52K+ 2.61% |
$292K - $316K
|
177K
$14.2M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
2.88KNew |
$186K - $201K
|
2.88K
$230K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.6K+ 1.54% |
$168K - $182K
|
171K
$13.7M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52KNew |
$163K - $176K
|
2.52K
$201K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 0.94% |
$139K - $151K
|
231K
$18.4M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.08K+ 6.28% |
$134K - $146K
|
35.2K
$2.81M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 2.85% |
$134K - $145K
|
74.9K
$5.98M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.65K+ 13.94% |
$107K - $116K
|
13.5K
$1.08M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.62K+ 0.44% |
$105K - $113K
|
369K
$29.5M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58KNew |
$102K - $111K
|
1.58K
$126K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 1.44% |
$94.6K - $102K
|
103K
$8.24M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24K+ 26.73% |
$80K - $86.6K
|
5.87K
$468K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04K+ 16.57% |
$67.3K - $72.9K
|
7.33K
$585K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 5.55% |
$66.7K - $72.2K
|
19.6K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
958+ 2.96% |
$61.9K - $67K
|
33.3K
$2.66M
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
949+ 7.51% |
$61.3K - $66.4K
|
13.6K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
646+ 3.69% |
$41.7K - $45.2K
|
18.2K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
595+ 7.27% |
$38.4K - $41.6K
|
8.78K
$701K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
562+ 10.15% |
$36.3K - $39.3K
|
6.1K
$486K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
526New |
$34K - $36.8K
|
526
$42K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
445New |
$28.7K - $31.1K
|
445
$35.5K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$25.8K - $28K
|
400
$31.9K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
284New |
$18.3K - $19.9K
|
284
$22.7K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
244New |
$15.8K - $17.1K
|
244
$19.5K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210+ 7.8% |
$13.6K - $14.7K
|
2.9K
$232K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
122+ 1.42% |
$7.88K - $8.54K
|
8.71K
$695K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
105+ 0.09% |
$6.78K - $7.35K
|
122K
$9.76M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 13.26% |
$6.2K - $6.72K
|
820
$65.4K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
79+ 0.78% |
$5.1K - $5.53K
|
10.3K
$819K
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
72+ 0.55% |
$4.65K - $5.04K
|
13.2K
$1.06M
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
41+ 1.77% |
$2.65K - $2.87K
|
2.35K
$188K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28New |
$1.81K - $1.96K
|
28
$2.23K
|