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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
16+ 1.2% |
$1.07K - $1.16K
|
1.35K
$108K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.17% |
$1K - $1.09K
|
8.8K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.35% |
$800 - $873
|
3.4K
$272K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.67% |
$333 - $364
|
746
$59.5K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.12% |
$267 - $291
|
3.25K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$133 - $146
|
2.35K
$188K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
2+ 0.66% |
$133 - $146
|
306
$24.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.22% |
$66.7 - $72.8
|
446
$35.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.23% |
$66.7 - $72.8
|
431
$34.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.03% |
$66.7 - $72.8
|
3.06K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.11% |
$333 - $364
|
4.6K
$367K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 0.29% |
$1.13K - $1.24K
|
5.85K
$467K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-60- 1.52% |
$4K - $4.37K
|
3.9K
$311K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-76- 0.23% |
$5.07K - $5.53K
|
33.3K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-144- 2.19% |
$9.6K - $10.5K
|
6.44K
$514K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-217- 7.42% |
$14.5K - $15.8K
|
2.71K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-219- 0.97% |
$14.6K - $15.9K
|
22.3K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-224- 2.96% |
$14.9K - $16.3K
|
7.34K
$585K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-230- 1.74% |
$15.3K - $16.7K
|
13K
$1.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-342- 0.79% |
$22.8K - $24.9K
|
42.7K
$3.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-349- 0.22% |
$23.3K - $25.4K
|
158K
$12.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-451- 1.39% |
$30.1K - $32.8K
|
32.1K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-499- 22.29% |
$33.3K - $36.3K
|
1.74K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-537- 0.36% |
$35.8K - $39.1K
|
147K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-704- 5.3% |
$46.9K - $51.2K
|
12.6K
$1M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-789- 4.35% |
$52.6K - $57.4K
|
17.4K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-911- 4.04% |
$60.7K - $66.3K
|
21.6K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-938- 18.49% |
$62.5K - $68.3K
|
4.13K
$330K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-958Closed |
$63.9K - $69.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-968- 0.42% |
$64.5K - $70.5K
|
230K
$18.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.4K- 50.78% |
$93.3K - $102K
|
1.36K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.58KClosed |
$106K - $115K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.84K- 60.77% |
$123K - $134K
|
1.19K
$94.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-1.98K- 2.87% |
$132K - $144K
|
66.8K
$5.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.05K- 13.3% |
$137K - $149K
|
13.4K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.07K- 1.21% |
$138K - $150K
|
169K
$13.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 3.91% |
$140K - $153K
|
51.5K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.63K- 12.18% |
$175K - $191K
|
19K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.81K- 91.13% |
$188K - $205K
|
274
$21.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-2.88KClosed |
$192K - $209K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.87K- 56.82% |
$258K - $282K
|
2.94K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.98K- 33.53% |
$265K - $290K
|
7.9K
$630K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.98K- 18.71% |
$399K - $435K
|
26K
$2.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.03K- 4.93% |
$402K - $439K
|
116K
$9.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.69K- 23.74% |
$446K - $487K
|
21.5K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.26K- 34.04% |
$484K - $528K
|
14.1K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7.44KClosed |
$496K - $542K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 5.65% |
$909K - $993K
|
228K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 55.18% |
$1.19M - $1.3M
|
14.6K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.4KClosed |
$2.09M - $2.29M
|
0
$0
|