Purchases and Sales Made in Q3 2022 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q3 2022. 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 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.3KNew |
$1.36M - $1.64M
|
25.3K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.31M - $1.57M
|
24.2K
$1.83M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
22.1KNew |
$1.19M - $1.44M
|
22.1K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 7.16% |
$1.12M - $1.35M
|
312K
$23.6M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.8K+ 9.39% |
$1.12M - $1.35M
|
243K
$18.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 30.48% |
$664K - $800K
|
52.8K
$3.99M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
11.6K+ 511.17% |
$626K - $754K
|
13.9K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10.4KNew |
$558K - $672K
|
10.4K
$784K
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$550K - $662K
|
10.2K
$772K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.09K+ 112.28% |
$490K - $590K
|
17.2K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.71K+ 2.15% |
$469K - $565K
|
414K
$31.3M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8.57K+ 18.42% |
$462K - $556K
|
55.1K
$4.17M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.29KNew |
$447K - $538K
|
8.29K
$627K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8K+ 216.25% |
$431K - $519K
|
11.7K
$885K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
6.4KNew |
$345K - $415K
|
6.4K
$484K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.9KNew |
$318K - $383K
|
5.9K
$446K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
5.62K+ 75.72% |
$303K - $364K
|
13K
$986K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.98K+ 3.59% |
$268K - $323K
|
144K
$10.9M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$262K - $315K
|
4.86K
$368K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 44.79% |
$221K - $266K
|
13.2K
$1M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.82KNew |
$206K - $248K
|
3.82K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.68K+ 2.1% |
$198K - $239K
|
179K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 6.95% |
$187K - $225K
|
53.5K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 7.14% |
$176K - $211K
|
48.9K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 6.42% |
$130K - $156K
|
39.9K
$3.02M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 8.24% |
$117K - $140K
|
28.4K
$2.15M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.88KNew |
$101K - $122K
|
1.88K
$142K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.82K+ 31.3% |
$97.8K - $118K
|
7.61K
$576K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.35KNew |
$72.8K - $87.7K
|
1.35K
$102K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 0.74% |
$67.9K - $81.8K
|
173K
$13.1M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.1K+ 3.87% |
$59K - $71K
|
29.4K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.03K+ 1.3% |
$55.3K - $66.5K
|
80.1K
$6.06M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
995+ 5.28% |
$53.6K - $64.5K
|
19.9K
$1.5M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950+ 237.5% |
$51.2K - $61.6K
|
1.35K
$102K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
864+ 43.75% |
$46.6K - $56K
|
2.84K
$215K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
683+ 8.92% |
$36.8K - $44.3K
|
8.34K
$631K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
580+ 82.86% |
$31.3K - $37.6K
|
1.28K
$96.8K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
509+ 2.22% |
$27.4K - $33K
|
23.5K
$1.77M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
431+ 0.12% |
$23.2K - $28K
|
351K
$26.6M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$21.6K - $25.9K
|
400
$30.3K
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
371+ 0.52% |
$20K - $24.1K
|
72K
$5.45M
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
305+ 2.41% |
$16.4K - $19.8K
|
13K
$981K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
286+ 68.75% |
$15.4K - $18.5K
|
702
$53.1K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
212New |
$11.4K - $13.8K
|
212
$16K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
208New |
$11.2K - $13.5K
|
208
$15.7K
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
206+ 0.54% |
$11.1K - $13.4K
|
38.6K
$2.92M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$10.3K - $12.5K
|
192
$14.5K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
157+ 1.44% |
$8.46K - $10.2K
|
11K
$834K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
155+ 3.85% |
$8.35K - $10.1K
|
4.18K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 1.2% |
$8.08K - $9.73K
|
12.7K
$958K
|