Purchases and Sales Made in Q2 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-655- 6.31% |
$44.7K - $47.4K
|
9.72K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-726- 1.05% |
$49.5K - $52.5K
|
68.6K
$5.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-865- 0.56% |
$59K - $62.6K
|
155K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-866- 14.38% |
$59.1K - $62.7K
|
5.16K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-940- 6.92% |
$64.1K - $68K
|
12.6K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-946- 6.47% |
$64.5K - $68.4K
|
13.7K
$1.08M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-947- 0.57% |
$64.6K - $68.5K
|
166K
$13.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.18K- 99.16% |
$80.8K - $85.7K
|
10
$793
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.22K- 6.71% |
$83K - $88K
|
16.9K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 1.69% |
$86.9K - $92.1K
|
74K
$5.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.32K- 1.73% |
$90.1K - $95.6K
|
75.1K
$5.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.34K- 5.0% |
$91.2K - $96.7K
|
25.4K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 3.02% |
$95.9K - $102K
|
45.2K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.42KClosed |
$97.1K - $103K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.02K- 33.73% |
$138K - $146K
|
3.98K
$315K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.39K- 43.25% |
$163K - $173K
|
3.13K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.69K- 2.21% |
$184K - $195K
|
119K
$9.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.98K- 10.01% |
$203K - $216K
|
26.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.09K- 50.0% |
$211K - $223K
|
3.09K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.61K- 3.55% |
$246K - $261K
|
98.2K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.67K- 7.89% |
$250K - $265K
|
42.8K
$3.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.15K- 18.27% |
$283K - $300K
|
18.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.38K- 2.81% |
$299K - $317K
|
152K
$12M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.41K- 26.41% |
$369K - $391K
|
15.1K
$1.19M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.62K- 0.61% |
$384K - $407K
|
913K
$72.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.62K- 0.61% |
$384K - $407K
|
913K
$72.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.78K- 6.64% |
$394K - $418K
|
81.3K
$6.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.24K- 11.25% |
$494K - $524K
|
57.2K
$4.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.52K- 3.52% |
$513K - $544K
|
206K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.3K- 5.81% |
$1.8M - $1.9M
|
426K
$33.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56.9K- 27.57% |
$3.88M - $4.11M
|
149K
$11.8M
|