Purchases and Sales Made in Q3 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-327- 10.68% |
$22.5K - $24.9K
|
2.73K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-333- 0.91% |
$22.9K - $25.3K
|
36.1K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-348- 4.75% |
$23.9K - $26.5K
|
6.97K
$557K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-380- 2.75% |
$26.1K - $28.9K
|
13.4K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-436- 41.29% |
$30K - $33.1K
|
620
$49.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-462- 3.38% |
$31.8K - $35.1K
|
13.2K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-528- 11.48% |
$36.3K - $40.1K
|
4.07K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-570- 1.01% |
$39.2K - $43.3K
|
56K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-587- 14.76% |
$40.4K - $44.6K
|
3.39K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-633- 1.37% |
$43.5K - $48.1K
|
45.6K
$3.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-637- 0.85% |
$43.8K - $48.4K
|
74.5K
$5.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-921- 13.4% |
$63.4K - $70K
|
5.95K
$476K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1K- 20.61% |
$68.8K - $76K
|
3.85K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.06K- 16.43% |
$72.9K - $80.6K
|
5.39K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$78.6K - $86.9K
|
41.6K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 10.43% |
$83.2K - $91.9K
|
10.4K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.35K- 5.9% |
$93.1K - $103K
|
21.6K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.53K- 5.69% |
$105K - $116K
|
25.3K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.73% |
$107K - $119K
|
55.6K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.91K- 10.72% |
$131K - $145K
|
15.9K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 4.32% |
$189K - $208K
|
60.7K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.23K- 11.81% |
$222K - $246K
|
24.1K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.68K- 19.83% |
$253K - $280K
|
14.9K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.34K- 4.42% |
$298K - $330K
|
93.8K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.4K- 13.99% |
$783K - $865K
|
70K
$5.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 3.31% |
$882K - $974K
|
375K
$30M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 9.53% |
$980K - $1.08M
|
135K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.3K- 3.83% |
$1.12M - $1.24M
|
410K
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 11.08% |
$1.16M - $1.28M
|
135K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.9K- 31.44% |
$1.37M - $1.51M
|
43.4K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.7K- 63.02% |
$1.84M - $2.03M
|
15.7K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-57.9K- 52.96% |
$3.98M - $4.4M
|
51.4K
$4.11M
|