Purchases and Sales Made in Q4 2022 in Ishares Morningstar Mid Cap Et (IMCB)
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 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134New |
$7.19K - $8.35K
|
134
$10.1K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
119+ 0.56% |
$6.39K - $7.42K
|
21.3K
$1.61M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
110+ 2.63% |
$5.9K - $6.86K
|
4.29K
$325K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 6.99% |
$3.27K - $3.8K
|
934
$70.7K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 1.07% |
$2.79K - $3.24K
|
4.91K
$372K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43+ 0.44% |
$2.31K - $2.68K
|
9.91K
$750K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10New |
$537 - $624
|
10
$757
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 1.09% |
$268 - $312
|
464
$35.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.46% |
$268 - $312
|
1.1K
$83.2K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.53% |
$215 - $249
|
759
$57.4K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$107 - $125
|
2.53K
$191K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.44% |
$107 - $125
|
454
$34.3K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.48% |
$53.7 - $62.4
|
208
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.09% |
$215 - $249
|
4.6K
$348K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-10- 0.35% |
$537 - $624
|
2.83K
$214K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-12- 0.39% |
$644 - $748
|
3.1K
$234K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19- 0.19% |
$1.02K - $1.18K
|
9.84K
$744K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-26- 0.92% |
$1.4K - $1.62K
|
2.79K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-33- 0.29% |
$1.77K - $2.06K
|
11.4K
$863K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 0.27% |
$1.82K - $2.12K
|
12.3K
$934K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37- 0.29% |
$1.99K - $2.31K
|
12.6K
$956K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-42- 1.67% |
$2.25K - $2.62K
|
2.48K
$187K
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-42- 0.41% |
$2.25K - $2.62K
|
10.3K
$781K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-100- 0.72% |
$5.37K - $6.24K
|
13.8K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-131- 1.94% |
$7.03K - $8.17K
|
6.61K
$500K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-141- 0.53% |
$7.57K - $8.79K
|
26.3K
$1.99M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-168- 2.61% |
$9.01K - $10.5K
|
6.27K
$474K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 28.49% |
$10.7K - $12.5K
|
502
$38K
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-206- 0.53% |
$11.1K - $12.8K
|
38.4K
$2.9M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-296- 1.92% |
$15.9K - $18.5K
|
15.1K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-305- 3.48% |
$16.4K - $19K
|
8.47K
$641K
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 7.81% |
$26.8K - $31.2K
|
5.9K
$446K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-583- 2.55% |
$31.3K - $36.4K
|
22.3K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-869- 0.53% |
$46.6K - $54.2K
|
163K
$12.4M
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-891- 1.04% |
$47.8K - $55.6K
|
84.5K
$6.39M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 36.93% |
$53.7K - $62.4K
|
1.71K
$129K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.11K- 7.81% |
$59.6K - $69.2K
|
13.1K
$991K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 14.81% |
$65.9K - $76.6K
|
7.06K
$534K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.26K- 4.27% |
$67.3K - $78.2K
|
28.2K
$2.13M
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-1.26K- 9.1% |
$67.5K - $78.4K
|
12.6K
$950K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 10.23% |
$72.7K - $84.5K
|
11.9K
$900K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.92K- 1.98% |
$103K - $120K
|
95.3K
$7.21M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 5.14% |
$106K - $123K
|
36.5K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.05K- 5.13% |
$110K - $128K
|
37.9K
$2.87M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.37K- 31.1% |
$127K - $148K
|
5.25K
$397K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.65K- 10.36% |
$142K - $165K
|
22.9K
$1.74M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.71K- 4.8% |
$145K - $169K
|
53.7K
$4.06M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.17K- 10.8% |
$170K - $198K
|
26.2K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.7K- 3.71% |
$199K - $231K
|
96K
$7.26M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.63K- 35.1% |
$248K - $289K
|
8.56K
$648K
|