Purchases and Sales Made in Q1 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 2.89% |
$2.61K - $2.91K
|
1.42K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.16% |
$2.41K - $2.69K
|
22.9K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20+ 0.33% |
$1.3K - $1.46K
|
6.01K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.81% |
$717 - $801
|
1.36K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.33% |
$652 - $728
|
3.05K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.32% |
$652 - $728
|
3.16K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.03% |
$521 - $583
|
25.2K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$326 - $364
|
7.37K
$589K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$195 - $218
|
2.88K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$130 - $146
|
948
$75.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$130 - $146
|
474
$37.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.05% |
$65.2 - $72.8
|
96
$7.67K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$65.2 - $72.8
|
4.51K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.58% |
$65.2 - $72.8
|
174
$13.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 3.94% |
$1.17K - $1.31K
|
439
$35.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30- 0.44% |
$1.95K - $2.18K
|
6.84K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-30- 0.29% |
$1.95K - $2.18K
|
10.4K
$830K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 5.12% |
$2.35K - $2.62K
|
667
$53.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.78% |
$2.48K - $2.77K
|
4.84K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-46- 0.76% |
$3K - $3.35K
|
6K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-49- 70.0% |
$3.19K - $3.57K
|
21
$1.68K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-60- 0.09% |
$3.91K - $4.37K
|
64.4K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 6.43% |
$4.17K - $4.66K
|
932
$74.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 2.68% |
$4.17K - $4.66K
|
2.32K
$186K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-67- 13.76% |
$4.37K - $4.88K
|
420
$33.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-120- 3.66% |
$7.82K - $8.74K
|
3.16K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-199- 9.95% |
$13K - $14.5K
|
1.8K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-228- 1.25% |
$14.9K - $16.6K
|
18K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 2.0% |
$15.4K - $17.3K
|
11.6K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-281- 0.37% |
$18.3K - $20.5K
|
75.2K
$6.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 61.75% |
$21.6K - $24.1K
|
205
$16.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-395- 1.46% |
$25.7K - $28.8K
|
26.7K
$2.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-447- 0.84% |
$29.1K - $32.6K
|
53K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-477- 3.16% |
$31.1K - $34.7K
|
14.6K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 16.67% |
$32.6K - $36.4K
|
2.5K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-522- 7.27% |
$34K - $38K
|
6.66K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-545- 3.86% |
$35.5K - $39.7K
|
13.6K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-587- 2.52% |
$38.2K - $42.8K
|
22.7K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-794- 1.98% |
$51.7K - $57.8K
|
39.3K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-851- 16.3% |
$55.4K - $62K
|
4.37K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-920- 0.85% |
$59.9K - $67K
|
108K
$8.61M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-954- 15.41% |
$62.2K - $69.5K
|
5.24K
$418K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.01K- 2.67% |
$65.8K - $73.6K
|
36.8K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.1K- 2.8% |
$71.8K - $80.3K
|
38.3K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.1K- 13.08% |
$71.9K - $80.4K
|
7.34K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.26K- 4.06% |
$82.2K - $91.8K
|
29.8K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.75K- 7.9% |
$114K - $127K
|
20.4K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.75K- 27.29% |
$114K - $128K
|
4.67K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 14.35% |
$119K - $133K
|
10.9K
$872K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.09K- 4.52% |
$136K - $152K
|
44.1K
$3.53M
|