Institutional Ownership Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $532 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
114
shares
|
$8,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
Security National Bank
|
Jul 22, 2024 Q2 2024 |
100
shares
|
$7,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
68
shares
|
$5,131
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$4,225
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
41
shares
|
$3,093
0.0% of portfolio
|
Q3 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
18
shares
|
$1,358
0.0% of portfolio
|
Q1 2023
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
14
shares
|
$1,056
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
12
shares
|
$905
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
10
shares
|
$754
0.0% of portfolio
|
Q2 2024
Reduced 99.16%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
6
shares
|
$452
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|