Purchases and Sales Made in Q3 2023 in Ishares Morningstar Mid Cap Et (IMCB)
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 2.01% |
$1.18K - $1.31K
|
976
$77.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23- 0.3% |
$1.36K - $1.51K
|
7.74K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-32- 0.16% |
$1.9K - $2.1K
|
20.1K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-57- 2.34% |
$3.38K - $3.74K
|
2.38K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 50.0% |
$4.15K - $4.59K
|
70
$5.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-70- 0.96% |
$4.15K - $4.59K
|
7.23K
$577K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-72- 1.54% |
$4.27K - $4.72K
|
4.6K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-107- 0.39% |
$6.34K - $7.01K
|
27.7K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-142- 4.26% |
$8.41K - $9.31K
|
3.19K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-149- 0.19% |
$8.83K - $9.77K
|
77.6K
$6.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-168- 2.54% |
$9.95K - $11K
|
6.45K
$515K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192- 0.02% |
$11.4K - $12.6K
|
900K
$71.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-208- 1.09% |
$12.3K - $13.6K
|
18.8K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-212- 6.03% |
$12.6K - $13.9K
|
3.31K
$264K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-248- 1.97% |
$14.7K - $16.3K
|
12.4K
$986K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-267- 0.69% |
$15.8K - $17.5K
|
38.5K
$3.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-400- 7.3% |
$23.7K - $26.2K
|
5.08K
$405K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-415- 8.49% |
$24.6K - $27.2K
|
4.47K
$357K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-420- 0.61% |
$24.9K - $27.5K
|
68.4K
$5.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-438- 1.1% |
$25.9K - $28.7K
|
39.4K
$3.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-445- 1.16% |
$26.4K - $29.2K
|
37.8K
$3.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-455- 24.53% |
$27K - $29.8K
|
1.4K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-483- 49.09% |
$28.6K - $31.7K
|
501
$40K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-530- 2.69% |
$31.4K - $34.7K
|
19.1K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-565- 0.62% |
$33.5K - $37K
|
91K
$7.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-574- 11.1% |
$34K - $37.6K
|
4.6K
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-588- 1.99% |
$34.8K - $38.5K
|
28.9K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-709- 1.6% |
$42K - $46.5K
|
43.5K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-791- 6.67% |
$46.9K - $51.9K
|
11.1K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-893- 0.73% |
$52.9K - $58.5K
|
121K
$9.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.12K- 11.7% |
$66.5K - $73.5K
|
8.47K
$675K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.29K- 10.96% |
$76.4K - $84.6K
|
10.5K
$836K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.46K- 10.91% |
$86.3K - $95.4K
|
11.9K
$948K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.93% |
$87.3K - $96.6K
|
13.4K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.77K- 1.91% |
$105K - $116K
|
90.7K
$7.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.8K- 9.5% |
$225K - $249K
|
36.2K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.98K- 9.21% |
$473K - $523K
|
78.6K
$6.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-10.4K- 13.73% |
$617K - $683K
|
65.5K
$5.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.9K- 8.02% |
$1.24M - $1.37M
|
239K
$19.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-23.2K- 97.46% |
$1.37M - $1.52M
|
603
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.2K- 30.45% |
$4.45M - $4.93M
|
172K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.8K- 38.4% |
$4.67M - $5.16M
|
126K
$10.1M
|