Purchases and Sales Made in Q4 2023 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 2023. 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 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
123+ 0.82% |
$6.92K - $8.3K
|
15.2K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.98% |
$6.52K - $7.83K
|
12K
$958K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106New |
$5.96K - $7.15K
|
106
$8.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 2.2% |
$5.9K - $7.08K
|
4.88K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$5.62K - $6.75K
|
100
$7.98K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
95New |
$5.34K - $6.41K
|
95
$7.58K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
71+ 0.04% |
$3.99K - $4.79K
|
158K
$12.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
56+ 0.99% |
$3.15K - $3.78K
|
5.74K
$458K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 3.72% |
$2.25K - $2.7K
|
1.12K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
31+ 2.29% |
$1.74K - $2.09K
|
1.38K
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.96% |
$1.69K - $2.02K
|
3.15K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26+ 0.1% |
$1.46K - $1.75K
|
25.2K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12New |
$675 - $810
|
12
$957
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$675 - $810
|
2.88K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.75% |
$394 - $472
|
946
$75.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 1.07% |
$281 - $337
|
472
$37.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$169 - $202
|
2.38K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.58% |
$56.2 - $67.5
|
173
$13.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$56.2 - $67.5
|
66
$5.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.21% |
$56.2 - $67.5
|
487
$38.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 0.74% |
$56.2 - $67.5
|
134
$10.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.02% |
$394 - $472
|
37.8K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 4.76% |
$562 - $675
|
200
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 4.51% |
$2.47K - $2.97K
|
932
$74.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 0.65% |
$2.64K - $3.17K
|
7.19K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60- 0.31% |
$3.37K - $4.05K
|
19.3K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-82- 1.91% |
$4.61K - $5.53K
|
4.2K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-95- 2.06% |
$5.34K - $6.41K
|
4.51K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-125- 4.02% |
$7.03K - $8.43K
|
2.99K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-169- 6.95% |
$9.5K - $11.4K
|
2.26K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-315- 1.31% |
$17.7K - $21.3K
|
23.7K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-336- 13.04% |
$18.9K - $22.7K
|
2.24K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-434- 38.17% |
$24.4K - $29.3K
|
703
$56.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-465- 7.14% |
$26.1K - $31.4K
|
6.05K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-491- 2.06% |
$27.6K - $33.1K
|
23.3K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-516- 4.18% |
$29K - $34.8K
|
11.8K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-533- 88.39% |
$30K - $36K
|
70
$5.58K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-569- 2.06% |
$32K - $38.4K
|
27.1K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-591- 8.42% |
$33.2K - $39.9K
|
6.43K
$513K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-680- 40.48% |
$38.2K - $45.9K
|
1K
$79.8K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-738- 13.37% |
$41.5K - $49.8K
|
4.78K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-818- 4.3% |
$46K - $55.2K
|
18.2K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-866- 3.0% |
$48.7K - $58.4K
|
28K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-880- 26.62% |
$49.5K - $59.4K
|
2.43K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-980- 15.81% |
$55.1K - $66.1K
|
5.22K
$416K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.58% |
$58.1K - $69.7K
|
64.5K
$5.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 1.87% |
$60.5K - $72.6K
|
56.3K
$4.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.2K- 26.92% |
$67.7K - $81.2K
|
3.27K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.22K- 1.35% |
$68.7K - $82.4K
|
89.5K
$7.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.4K- 19.12% |
$78.7K - $94.4K
|
5.92K
$472K
|