Purchases and Sales Made in Q2 2022 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$54.5 - $67.8
|
459
$36.7K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$109 - $136
|
4.57K
$365K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 0.09% |
$599 - $745
|
12.5K
$1M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-19Closed |
$1.04K - $1.29K
|
0
$0
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 1.1% |
$1.2K - $1.49K
|
1.98K
$158K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$1.53K - $1.9K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-41Closed |
$2.23K - $2.78K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 5.39% |
$3.49K - $4.34K
|
1.12K
$89.8K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-82- 1.22% |
$4.47K - $5.56K
|
6.62K
$529K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-106- 0.56% |
$5.78K - $7.18K
|
18.9K
$1.51M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-128Closed |
$6.97K - $8.67K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-140- 0.7% |
$7.63K - $9.49K
|
19.9K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-144- 1.45% |
$7.85K - $9.76K
|
9.8K
$783K
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-154- 1.2% |
$8.39K - $10.4K
|
12.7K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-191Closed |
$10.4K - $12.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-197- 2.59% |
$10.7K - $13.3K
|
7.4K
$592K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-215- 26.84% |
$11.7K - $14.6K
|
586
$46.8K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-226- 0.02% |
$12.3K - $15.3K
|
1.08M
$86.3M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-236- 4.63% |
$12.9K - $16K
|
4.86K
$389K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299Closed |
$16.3K - $20.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-344Closed |
$18.7K - $23.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-387- 1.66% |
$21.1K - $26.2K
|
23K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-416Closed |
$22.7K - $28.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-433Closed |
$23.6K - $29.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-437- 28.64% |
$23.8K - $29.6K
|
1.09K
$87.1K
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-453- 6.3% |
$24.7K - $30.7K
|
6.74K
$539K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-492Closed |
$26.8K - $33.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-596Closed |
$32.5K - $40.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-615- 5.71% |
$33.5K - $41.7K
|
10.2K
$812K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-624- 0.18% |
$34K - $42.3K
|
351K
$28M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-684Closed |
$37.3K - $46.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-803- 2.05% |
$43.8K - $54.4K
|
38.4K
$3.07M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-820- 5.0% |
$44.7K - $55.6K
|
15.6K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.26KClosed |
$68.7K - $85.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.38K- 1.47% |
$75.2K - $93.5K
|
92.8K
$7.42M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.38K- 1.47% |
$75.2K - $93.5K
|
92.8K
$7.42M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.57K- 12.03% |
$85.3K - $106K
|
11.4K
$915K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.73K- 9.14% |
$94K - $117K
|
17.2K
$1.37M
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.13K- 5.2% |
$116K - $144K
|
38.8K
$3.1M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 4.72% |
$127K - $158K
|
47.1K
$3.77M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.72K- 8.43% |
$148K - $184K
|
29.6K
$2.36M
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.83K- 2.79% |
$154K - $192K
|
98.5K
$7.87M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3KClosed |
$164K - $204K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.09KClosed |
$168K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.15KClosed |
$171K - $213K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.3KClosed |
$180K - $224K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.58K- 11.21% |
$195K - $242K
|
28.3K
$2.26M
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-4.15K- 2.69% |
$226K - $281K
|
150K
$12M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 10.13% |
$244K - $304K
|
39.8K
$3.18M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.5K- 10.0% |
$245K - $305K
|
40.5K
$3.23M
|