Purchases and Sales Made in Q4 2021 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
60.5KNew |
$4.03M - $4.4M
|
60.5K
$4.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
30.4K+ 2.99% |
$2.03M - $2.21M
|
1.05M
$79.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.1KNew |
$1.54M - $1.68M
|
23.1K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.7K+ 12.24% |
$1.45M - $1.58M
|
199K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.41M - $1.54M
|
21.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 5.12% |
$1.21M - $1.32M
|
373K
$28.2M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
18KNew |
$1.2M - $1.31M
|
18K
$1.36M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$1.1M - $1.2M
|
16.5K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
11K+ 180.96% |
$735K - $803K
|
17.1K
$1.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.26K+ 102.45% |
$617K - $674K
|
18.3K
$1.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$533K - $582K
|
8K
$605K
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7.56KNew |
$504K - $551K
|
7.56K
$572K
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.19KNew |
$479K - $523K
|
7.19K
$544K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 1.86% |
$458K - $501K
|
376K
$28.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.75K+ 29.39% |
$450K - $491K
|
29.7K
$2.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.63KNew |
$242K - $264K
|
3.63K
$274K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.55KNew |
$236K - $258K
|
3.55K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.96K+ 1.67% |
$197K - $215K
|
180K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.95K+ 40.7% |
$197K - $215K
|
10.2K
$772K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.84KNew |
$189K - $207K
|
2.84K
$215K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.54KNew |
$169K - $185K
|
2.54K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.41KNew |
$161K - $175K
|
2.41K
$182K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.22K+ 33.46% |
$148K - $161K
|
8.84K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.21K+ 16.39% |
$147K - $161K
|
15.7K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.09K+ 2.79% |
$139K - $152K
|
77K
$5.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 4.94% |
$116K - $127K
|
36.9K
$2.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.36KNew |
$90.6K - $99K
|
1.36K
$103K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
962+ 5.53% |
$64.1K - $70K
|
18.4K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
922+ 1.04% |
$61.5K - $67.1K
|
89.5K
$6.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
915New |
$61K - $66.6K
|
915
$69.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
905+ 0.09% |
$60.3K - $65.9K
|
967K
$73.1M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
773+ 5.69% |
$51.5K - $56.3K
|
14.4K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
771+ 18.62% |
$51.4K - $56.1K
|
4.91K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
618+ 3.15% |
$41.2K - $45K
|
20.3K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
596New |
$39.7K - $43.4K
|
596
$45.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
483+ 46.71% |
$32.2K - $35.2K
|
1.52K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
456New |
$30.4K - $33.2K
|
456
$34.5K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
314+ 3.6% |
$20.9K - $22.9K
|
9.03K
$683K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 4.09% |
$20K - $21.8K
|
7.63K
$577K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
295+ 1.49% |
$19.7K - $21.5K
|
20.1K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
274+ 2.67% |
$18.3K - $19.9K
|
10.5K
$797K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
260New |
$17.3K - $18.9K
|
260
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
205New |
$13.7K - $14.9K
|
205
$15.5K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
166+ 20.24% |
$11.1K - $12.1K
|
986
$74.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
160+ 4.39% |
$10.7K - $11.6K
|
3.81K
$288K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
142+ 0.48% |
$9.46K - $10.3K
|
29.4K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 1.08% |
$8.53K - $9.32K
|
11.9K
$902K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
64New |
$4.27K - $4.66K
|
64
$4.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42+ 0.43% |
$2.8K - $3.06K
|
9.89K
$748K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17New |
$1.13K - $1.24K
|
17
$1.29K
|