Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
54.6K
+ 14.37%
$3.24M - $3.58M
435K $32.9M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
25.2K
New
$1.49M - $1.65M
25.2K $1.91M
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
24.5K
+ 39.46%
$1.45M - $1.61M
86.7K $6.56M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.9K
+ 328.36%
$1.36M - $1.5M
29.9K $2.26M
Nov 13, 2023 Q3 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
17.2K
+ 18.46%
$1.02M - $1.13M
111K $8.37M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.3K
+ 16.87%
$845K - $935K
98.8K $7.48M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
11.9K
+ 7.4%
$705K - $781K
173K $13.1M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7.65K
+ 26.44%
$453K - $502K
36.6K $2.77M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.38K
+ 14.69%
$437K - $484K
57.6K $4.36M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
7.32K
New
$433K - $480K
7.32K $553K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
6.42K
+ 29.49%
$380K - $421K
28.2K $2.13M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
6.2K
New
$367K - $406K
6.2K $469K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
5.83K
+ 51.1%
$345K - $382K
17.2K $1.3M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.61K
+ 1.81%
$333K - $368K
316K $23.9M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.37K
+ 12.86%
$318K - $352K
47.1K $3.57M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
4.8K
+ 3.13%
$284K - $315K
158K $11.9M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
3.36K
New
$199K - $220K
3.36K $254K
Oct 19, 2023 Q3 2023
Sunburst Financial Group, LLC

BUY
 -
3.09K
+ 4.62%
$183K - $202K
69.9K $5.29M
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2.63K
+ 67.58%
$156K - $172K
6.51K $493K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.31K
+ 5.74%
$137K - $152K
42.6K $3.23M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.2K
+ 38.16%
$130K - $144K
7.95K $601K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
2.13K
+ 32.3%
$126K - $139K
8.71K $659K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.68K
New
$99.5K - $110K
1.68K $127K
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
1.5K
+ 8.55%
$88.7K - $98.2K
19K $1.44M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.03K
+ 7.82%
$60.7K - $67.2K
14.1K $1.07M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
997
+ 712.14%
$59.1K - $65.4K
1.14K $86K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
980
+ 1.74%
$58.1K - $64.2K
57.4K $4.34M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
875
+ 18.83%
$51.8K - $57.4K
5.52K $418K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
540
+ 8.66%
$32K - $35.4K
6.77K $512K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
510
+ 0.97%
$30.2K - $33.4K
53.3K $4.03M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
488
+ 3.34%
$28.9K - $32K
15.1K $1.14M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
485
New
$28.7K - $31.8K
485 $36.7K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
426
+ 2.25%
$25.2K - $27.9K
19.4K $1.47M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
391
+ 10.04%
$23.2K - $25.6K
4.29K $324K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
373
+ 4.5%
$22.1K - $24.5K
8.66K $655K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
296
+ 1.25%
$17.5K - $19.4K
24K $1.81M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
287
+ 0.02%
$17K - $18.8K
1.17M $88.2M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
268
New
$15.9K - $17.6K
268 $20.3K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
256
+ 5.66%
$15.2K - $16.8K
4.78K $361K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
210
New
$12.4K - $13.8K
210 $15.9K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
200
+ 4.02%
$11.8K - $13.1K
5.17K $391K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
199
+ 0.61%
$11.8K - $13K
32.7K $2.48M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
115
+ 2.9%
$6.81K - $7.54K
4.08K $309K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
100
New
$5.92K - $6.56K
100 $7.57K
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
25
+ 0.24%
$1.48K - $1.64K
10.3K $777K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
2
+ 0.01%
$118 - $131
23.8K $1.8M
Oct 16, 2023 Q3 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
1
+ 0.01%
$59.2 - $65.6
11.2K $851K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-15
- 0.12%
$889 - $983
12.8K $971K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-15
- 0.61%
$889 - $983
2.43K $184K

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