Purchases and Sales Made in Q3 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q3 2024. 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, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 3.54% |
$16.2K - $17.9K
|
6.9K
$522K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
227New |
$15.6K - $17.3K
|
227
$17.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
222+ 4.01% |
$15.3K - $16.9K
|
5.76K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
220+ 1.86% |
$15.1K - $16.7K
|
12K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 3.37% |
$11.1K - $12.2K
|
4.94K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 12.11% |
$10.8K - $11.9K
|
1.45K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 1.24% |
$9.91K - $10.9K
|
11.7K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102New |
$7.02K - $7.75K
|
102
$7.72K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
101+ 0.33% |
$6.95K - $7.68K
|
31K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 59.52% |
$6.88K - $7.6K
|
268
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
37+ 1.39% |
$2.55K - $2.81K
|
2.7K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 1.91% |
$2.13K - $2.36K
|
1.66K
$125K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
31+ 0.05% |
$2.13K - $2.36K
|
68.6K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.04% |
$1.93K - $2.13K
|
74K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.42% |
$1.38K - $1.52K
|
4.74K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19New |
$1.31K - $1.44K
|
19
$1.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.44% |
$963 - $1.06K
|
3.18K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 0.04% |
$963 - $1.06K
|
38.1K
$2.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.32% |
$757 - $836
|
3.48K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$413 - $456
|
12.6K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$344 - $380
|
3.19K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$206 - $228
|
969
$73.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$138 - $152
|
477
$36.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.06% |
$68.8 - $76
|
1.8K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$68.8 - $76
|
7.36K
$557K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$68.8 - $76
|
175
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 71.43% |
$688 - $760
|
4
$303
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.29% |
$825 - $912
|
4.11K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.37% |
$1.24K - $1.37K
|
4.8K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-19- 0.32% |
$1.31K - $1.44K
|
6.01K
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-23- 0.6% |
$1.58K - $1.75K
|
3.81K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.06% |
$1.93K - $2.13K
|
45.1K
$3.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 1.6% |
$4.47K - $4.94K
|
3.99K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 8.61% |
$5.57K - $6.16K
|
860
$65.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-99- 2.89% |
$6.81K - $7.53K
|
3.33K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-105- 1.47% |
$7.22K - $7.98K
|
7.03K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-109- 4.83% |
$7.5K - $8.29K
|
2.15K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-123- 15.15% |
$8.46K - $9.35K
|
689
$52.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-131- 0.52% |
$9.01K - $9.96K
|
25.2K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-136- 4.62% |
$9.36K - $10.3K
|
2.81K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-138- 1.42% |
$9.49K - $10.5K
|
9.59K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-153- 28.65% |
$10.5K - $11.6K
|
381
$28.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-161- 7.72% |
$11.1K - $12.2K
|
1.92K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-192- 0.91% |
$13.2K - $14.6K
|
21K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 4.58% |
$13.8K - $15.2K
|
4.17K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-235- 2.96% |
$16.2K - $17.9K
|
7.72K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-250- 7.81% |
$17.2K - $19K
|
2.95K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-296- 1.15% |
$20.4K - $22.5K
|
25.5K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-307- 2.03% |
$21.1K - $23.3K
|
14.8K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-310- 5.79% |
$21.3K - $23.6K
|
5.04K
$382K
|