Purchases and Sales Made in Q4 2023 in Ishares Morningstar Mid Cap Et (IMCB)

IMCB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 2023. 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
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
159K
New
$8.93M - $10.7M
159K $12.7M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
61.2K
+ 19.37%
$3.44M - $4.13M
377K $30.2M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
47.2K
+ 37.38%
$2.66M - $3.19M
174K $13.9M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
27.2K
+ 6.25%
$1.53M - $1.83M
462K $36.9M
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
24.4K
New
$1.37M - $1.64M
24.4K $1.95M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
22.9K
New
$1.29M - $1.54M
22.9K $1.83M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
22.7K
+ 9.46%
$1.27M - $1.53M
262K $21M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
17K
+ 44.13%
$956K - $1.15M
55.5K $4.44M
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
15.2K
+ 17.5%
$854K - $1.02M
102K $8.15M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
14.3K
+ 30.36%
$804K - $965K
61.4K $4.91M
Jan 08, 2024 Q4 2023
Sunburst Financial Group, LLC

BUY
 -
12.1K
+ 17.28%
$680K - $815K
82K $6.56M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.5K
+ 123.66%
$589K - $706K
18.9K $1.51M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
9.07K
+ 1.01%
$510K - $612K
909K $72.7M
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
6.87K
New
$386K - $464K
6.87K $549K
Jan 29, 2024 Q4 2023
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
5.99K
New
$337K - $404K
5.99K $479K
May 07, 2024 Q4 2023
49 Wealth Management, LLC

Austin, TX
BUY
 -
5.16K
New
$290K - $348K
5.16K $412K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.93K
+ 13.6%
$277K - $333K
41.2K $3.29M
Feb 08, 2024 Q4 2023
Bedel Financial Consulting, Inc.

BUY
 -
4K
+ 23.24%
$225K - $270K
21.2K $1.7M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
3.3K
New
$186K - $223K
3.3K $264K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
3.28K
New
$184K - $221K
3.28K $262K
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
3.09K
New
$174K - $208K
3.09K $247K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.04K
New
$171K - $205K
3.04K $243K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
2.87K
+ 10.17%
$161K - $194K
31.1K $2.48M
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
2.65K
+ 189.29%
$149K - $179K
4.05K $324K
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.49K
+ 2.15%
$140K - $168K
119K $9.47M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
2.3K
+ 5.4%
$129K - $155K
44.9K $3.59M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
2.02K
+ 10.01%
$113K - $136K
22.1K $1.77M
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2K
New
$113K - $135K
2K $160K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.66K
+ 230.01%
$93.5K - $112K
2.39K $191K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.19K
New
$67.1K - $80.6K
1.19K $95.4K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
858
+ 7.22%
$48.2K - $57.9K
12.7K $1.02M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
761
+ 5.7%
$42.8K - $51.3K
14.1K $1.13M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
704
+ 9.1%
$39.6K - $47.5K
8.44K $675K
Jan 18, 2024 Q4 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
650
+ 0.95%
$36.5K - $43.9K
69.1K $5.52M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
611
New
$34.4K - $41.2K
611 $48.8K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
593
+ 6.81%
$33.3K - $40K
9.31K $744K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
590
+ 8.71%
$33.2K - $39.8K
7.36K $589K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
580
New
$32.6K - $39.1K
580 $46.4K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
577
+ 18.1%
$32.4K - $38.9K
3.77K $301K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
496
+ 129.17%
$27.9K - $33.5K
880 $70.3K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
390
+ 4.5%
$21.9K - $26.3K
9.05K $724K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
379
+ 1.04%
$21.3K - $25.6K
37K $2.95M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
315
+ 2.45%
$17.7K - $21.3K
13.2K $1.05M
Jan 17, 2024 Q4 2023
S.A. Mason LLC

BUY
 -
280
+ 2.67%
$15.7K - $18.9K
10.8K $860K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
236
New
$13.3K - $15.9K
236 $18.9K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
232
+ 5.69%
$13K - $15.7K
4.31K $345K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
172
+ 0.32%
$9.67K - $11.6K
53.4K $4.27M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
144
+ 0.18%
$8.1K - $9.72K
78.8K $6.3M
Feb 08, 2024 Q4 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
139
+ 1.35%
$7.82K - $9.38K
10.4K $832K

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