Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
90.4K
+ 8.41%
$4.85M - $5.64M
1.17M $88.2M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
54.4K
+ 6.11%
$2.92M - $3.39M
946K $71.6M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
43.3K
New
$2.32M - $2.7M
43.3K $3.27M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
41.1K
New
$2.2M - $2.56M
41.1K $3.11M
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
39.9K
New
$2.14M - $2.49M
39.9K $3.02M
Jan 27, 2023 Q4 2022
Means Investment Co., Inc.

BUY
 -
24.3K
+ 186.63%
$1.31M - $1.52M
37.4K $2.83M
Jan 17, 2023 Q4 2022
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
11.2K
New
$603K - $701K
11.2K $851K
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.6K
New
$567K - $659K
10.6K $800K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.38K
+ 48.77%
$450K - $523K
25.6K $1.93M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
8.08K
+ 3.33%
$434K - $504K
251K $19M
Feb 06, 2023 Q4 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
6.62K
New
$355K - $413K
6.62K $501K
Feb 10, 2023 Q4 2022
Divergent Wealth Advisors

BUY
 -
6.21K
New
$333K - $387K
6.21K $469K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
5.48K
+ 2.64%
$294K - $342K
213K $16.1M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
4.93K
+ 115.6%
$265K - $308K
9.2K $696K
Jan 24, 2023 Q4 2022
Pitti Group Wealth Management, LLC

BUY
 -
4.74K
+ 36.54%
$254K - $295K
17.7K $1.34M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.57K
+ 16.07%
$245K - $285K
33K $2.5M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
4.25K
New
$228K - $265K
4.25K $321K
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.97K
+ 22.08%
$213K - $247K
21.9K $1.66M
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
3.7K
New
$198K - $230K
3.7K $280K
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.56K
New
$191K - $222K
3.56K $269K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
3.36K
+ 82.33%
$181K - $210K
7.45K $564K
Feb 01, 2023 Q4 2022
Marshall Financial Group LLC

BUY
 -
3.27K
+ 11.48%
$176K - $204K
31.8K $2.4M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.12K
+ 8.55%
$168K - $195K
39.6K $3M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
2.71K
+ 1.52%
$145K - $169K
181K $13.7M
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.68K
+ 142.75%
$90.3K - $105K
2.86K $217K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
1.67K
New
$89.3K - $104K
1.67K $126K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.54K
+ 12.74%
$82.7K - $96.1K
13.6K $1.03M
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.51K
+ 12.92%
$81.1K - $94.2K
13.2K $999K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.36K
New
$73K - $84.8K
1.36K $103K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.18K
New
$63.5K - $73.8K
1.18K $89.6K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
947
New
$50.8K - $59K
947 $71.6K
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
936
New
$50.2K - $58.4K
936 $70.8K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
676
+ 49.67%
$36.3K - $42.1K
2.04K $154K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
552
New
$29.6K - $34.4K
552 $41.8K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
500
+ 2.13%
$26.8K - $31.2K
24K $1.81M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
433
+ 9.17%
$23.2K - $27K
5.16K $390K
Jan 25, 2023 Q4 2022
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
349
+ 0.48%
$18.7K - $21.8K
72.4K $5.47M
Jan 24, 2023 Q4 2022
Matrix Trust CO

BUY
 -
340
+ 0.23%
$18.2K - $21.2K
149K $11.3M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
323
New
$17.3K - $20.1K
323 $24.4K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
274
+ 1.24%
$14.7K - $17.1K
22.4K $1.7M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
272
+ 1.37%
$14.6K - $17K
20.1K $1.52M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
234
+ 0.44%
$12.6K - $14.6K
53.7K $4.06M
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
221
+ 1.26%
$11.9K - $13.8K
17.7K $1.34M
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
190
New
$10.2K - $11.8K
190 $14.4K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
188
New
$10.1K - $11.7K
188 $14.2K
Jan 18, 2023 Q4 2022
Boyd Watterson Asset Management LLC

BUY
 -
184
New
$9.87K - $11.5K
184 $13.9K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
165
+ 1.98%
$8.85K - $10.3K
8.51K $644K
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
140
+ 3.45%
$7.51K - $8.73K
4.2K $318K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
140
New
$7.51K - $8.73K
140 $10.6K

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