Purchases and Sales Made in Q3 2022 in Ishares Morningstar Mid Cap Et (IMCB)

IMCB Quotes by TradingView

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
Oct 12, 2022 Q3 2022
Marshall Financial Group LLC

BUY
 -
77
+ 0.27%
$4.15K - $4.99K
28.5K $2.27M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
67
+ 0.68%
$3.61K - $4.35K
9.87K $787K
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
60
+ 1.5%
$3.23K - $3.89K
4.06K $324K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
41
New
$2.21K - $2.66K
41 $3.27K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
35
+ 0.77%
$1.89K - $2.27K
4.6K $367K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
23
+ 0.26%
$1.24K - $1.49K
8.77K $700K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
18
New
$970 - $1.17K
18 $1.44K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6
+ 0.55%
$323 - $389
1.1K $87.4K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
5
+ 0.43%
$269 - $324
1.18K $94.1K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
4
+ 0.53%
$216 - $259
755 $60.2K
Nov 14, 2022 Q3 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
2
+ 0.08%
$108 - $130
2.53K $202K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 0.49%
$53.9 - $64.9
207 $16.5K
Oct 11, 2022 Q3 2022
Rise Advisors, LLC

BUY
 -
1
+ 1.56%
$53.9 - $64.9
65 $5.19K
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-8
- 0.07%
$431 - $519
11.4K $913K
Jun 13, 2023 Q3 2022
Barrett & Company, Inc.

Providence, RI
SELL
 -
-12
- 0.39%
$647 - $778
3.1K $247K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-53
- 0.43%
$2.86K - $3.44K
12.4K $988K
Oct 05, 2022 Q3 2022
Savior LLC

SELL
 -
-63
- 51.64%
$3.39K - $4.09K
59 $4.71K
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-103
- 0.59%
$5.55K - $6.68K
17.5K $1.39M
Oct 26, 2022 Q3 2022
Truist Financial Corp

SELL
 -
-117
- 0.51%
$6.3K - $7.59K
22.9K $1.82M
Nov 03, 2022 Q3 2022
Lincoln National Corp

SELL
 -
-139
- 2.86%
$7.49K - $9.02K
4.72K $377K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

SELL
 -
-170
- 1.09%
$9.16K - $11K
15.4K $1.23M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-177
- 3.98%
$9.54K - $11.5K
4.27K $341K
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

SELL
 -
-208
- 1.05%
$11.2K - $13.5K
19.7K $1.57M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-297
- 2.92%
$16K - $19.3K
9.86K $786K
Nov 10, 2022 Q3 2022
Citigroup Inc

SELL
 -
-323
- 10.29%
$17.4K - $20.9K
2.82K $225K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-326
- 11.23%
$17.6K - $21.1K
2.58K $206K
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
SELL
 -
-526
- 89.76%
$28.3K - $34.1K
60 $4.79K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-546
- 0.59%
$29.4K - $35.4K
92.3K $7.36M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-546
- 0.59%
$29.4K - $35.4K
92.3K $7.36M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-800
- 3.78%
$43.1K - $51.9K
20.4K $1.63M
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

SELL
 -
-1.11K
- 2.51%
$60K - $72.3K
43.2K $3.45M
Oct 20, 2022 Q3 2022
S.A. Mason LLC

SELL
 -
-1.23K
- 8.19%
$66.4K - $79.9K
13.8K $1.1M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.26K
- 1.53%
$67.9K - $81.7K
81K $6.46M
Nov 07, 2022 Q3 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-1.28K
- 1.3%
$69.1K - $83.2K
97.2K $7.76M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.31K
- 3.29%
$70.4K - $84.8K
38.5K $3.07M
Oct 25, 2022 Q3 2022
Matrix Trust CO

SELL
 -
-1.55K
- 1.03%
$83.6K - $101K
149K $11.9M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-1.78K
- 12.82%
$95.8K - $115K
12.1K $965K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

SELL
 -
-1.9K
- 6.07%
$102K - $123K
29.4K $2.34M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-2.13K
- 1.28%
$115K - $138K
164K $13.1M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

SELL
 -
-2.53K
- 1.2%
$136K - $164K
208K $16.6M
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-3.17K
- 10.7%
$171K - $205K
26.4K $2.11M
Oct 19, 2022 Q3 2022
Empirical Asset Management, LLC

SELL
 -
-3.35K
- 19.07%
$180K - $217K
14.2K $1.13M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

SELL
 -
-3.97K
- 23.11%
$214K - $257K
13.2K $1.05M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-4.44K
- 19.82%
$239K - $288K
18K $1.43M
Nov 10, 2022 Q3 2022
Ubs Group Ag

SELL
 -
-4.81K
- 0.45%
$259K - $312K
1.08M $85.8M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

SELL
 -
-5.17K
- 30.2%
$279K - $336K
12K $954K
Oct 13, 2022 Q3 2022
Benchmark Wealth Management, LLC

SELL
 -
-9.89K
- 10.38%
$533K - $641K
85.4K $6.81M
Oct 11, 2022 Q3 2022
Pacific Financial Group Inc

SELL
 -
-10.4K
- 9.44%
$560K - $674K
99.7K $7.95M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-10.6K
- 22.59%
$574K - $691K
36.5K $2.91M

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