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 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18+ 0.08% |
$1.16K - $1.26K
|
22.5K
$1.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.36% |
$775 - $840
|
3.39K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$517 - $560
|
8
$638
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.12% |
$388 - $420
|
5.07K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.39% |
$258 - $280
|
1.03K
$82.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.18% |
$258 - $280
|
2.24K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.03% |
$64.6 - $70
|
3.06K
$244K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 1.83% |
$517 - $560
|
430
$34.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-29- 0.22% |
$1.87K - $2.03K
|
13.3K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.16% |
$2K - $2.17K
|
19.8K
$1.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 0.29% |
$2.2K - $2.38K
|
11.8K
$941K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 0.15% |
$3.23K - $3.5K
|
34.2K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 1.45% |
$3.88K - $4.2K
|
4.09K
$326K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-63- 0.07% |
$4.07K - $4.41K
|
88.6K
$7.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68- 1.83% |
$4.39K - $4.76K
|
3.65K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76- 1.62% |
$4.91K - $5.32K
|
4.6K
$367K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-84- 2.79% |
$5.43K - $5.88K
|
2.93K
$233K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-100- 1.73% |
$6.46K - $7K
|
5.68K
$453K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-180- 15.82% |
$11.6K - $12.6K
|
958
$76.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-491- 3.08% |
$31.7K - $34.4K
|
15.4K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-500- 4.83% |
$32.3K - $35K
|
9.85K
$786K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-522- 2.91% |
$33.7K - $36.5K
|
17.4K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-557- 1.03% |
$36K - $39K
|
53.6K
$4.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-729Closed |
$47.1K - $51K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-808- 21.07% |
$52.2K - $56.5K
|
3.03K
$241K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-839- 23.33% |
$54.2K - $58.7K
|
2.76K
$220K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.25K- 2.82% |
$80.9K - $87.6K
|
43.1K
$3.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-1.49K- 2.11% |
$95.9K - $104K
|
68.8K
$5.49M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.17K- 8.79% |
$140K - $152K
|
22.5K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$155K - $168K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.57K- 28.27% |
$166K - $180K
|
6.52K
$520K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.58KClosed |
$167K - $181K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.7K- 2.49% |
$175K - $189K
|
106K
$8.45M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-4KClosed |
$258K - $280K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.26K- 50.6% |
$598K - $648K
|
9.04K
$721K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.6KClosed |
$1.07M - $1.16M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 10.47% |
$1.34M - $1.45M
|
177K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.7K- 22.41% |
$2.76M - $2.99M
|
148K
$11.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.2K- 9.81% |
$2.85M - $3.09M
|
406K
$32.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92.2KClosed |
$5.96M - $6.45M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
SELL
|
- |
-144K- 47.63% |
$9.3M - $10.1M
|
158K
$12.6M
|