Purchases and Sales Made in Q4 2023 in Ishares Morningstar Mid Cap Et (IMCB)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.1K- 1.9% |
$118K - $142K
|
109K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 2.73% |
$119K - $143K
|
75.5K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.08K- 3.39% |
$173K - $208K
|
87.9K
$7.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.45K- 7.92% |
$194K - $232K
|
40.1K
$3.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.7K- 19.67% |
$208K - $249K
|
15.1K
$1.21M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.95K- 0.43% |
$222K - $266K
|
909K
$72.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.1K- 51.53% |
$230K - $276K
|
3.85K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.86K- 14.85% |
$273K - $328K
|
27.9K
$2.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.92K- 53.45% |
$333K - $399K
|
5.16K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.57K- 3.8% |
$369K - $443K
|
166K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 44.59% |
$490K - $588K
|
10.8K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.86K- 17.12% |
$555K - $665K
|
47.7K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 10.43% |
$580K - $696K
|
88.5K
$7.08M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 95.9% |
$762K - $915K
|
579
$46.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.3K- 15.17% |
$1.03M - $1.24M
|
102K
$8.19M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20K- 97.55% |
$1.12M - $1.35M
|
501
$40K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-49.8K- 4.27% |
$2.8M - $3.36M
|
1.12M
$89.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.5K- 44.56% |
$4.3M - $5.16M
|
95.2K
$7.61M
|