Who owns iShares Morningstar Mid Core Index?
- Ticker: IMCB
- CUSIP Number: 464288208
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Mid Core Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Morningstar Mid Core Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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UBS Group | 1.1M | $75M | -4% | Dec 2023 |
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Commonwealth Equity Services | 377k | $25M | 19% | Dec 2023 |
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Raymond James & Associates | 213k | $16M | -19% | Mar 2024 |
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Raymond James Financial Services Advisors | 206k | $15M | 19% | Mar 2024 |
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Matrix Trust | 158k | $11M | 0% | Dec 2023 |
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Steele Capital Management | 156k | $11M | -2% | Mar 2024 |
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Means Investment | 119k | $8.6M | 16% | Mar 2024 |
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Bank of America Corporation | 119k | $8.0M | -1% | Dec 2023 |
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Woodard & Co Asset Management Group | 109k | $7.3M | -2% | Dec 2023 |
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Wells Fargo & Company | 95k | $6.4M | -45% | Dec 2023 |
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Pacific Financial Group | 90k | $6.0M | -1% | Dec 2023 |
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Advisor Group Holdings | 89k | $5.9M | -10% | Dec 2023 |
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H D Vest Advisory Services | 88k | $5.9M | -3% | Dec 2023 |
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Sunburst Financial Group | 87k | $6.3M | 6% | Mar 2024 |
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Gladstone Institutional Advisory | 79k | $5.3M | 0% | Dec 2023 |
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Stifel Financial | 76k | $5.1M | -3% | Dec 2023 |
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Yarger Wealth Strategies | 69k | $4.6M | 1% | Dec 2023 |
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Benchmark Wealth Management | 64k | $4.7M | 0% | Mar 2024 |
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Atria Wealth Solutions | 56k | $3.8M | -2% | Dec 2023 |
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HighTower Advisors | 56k | $3.7M | 44% | Dec 2023 |
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Cambridge Investment Research Advisors | 53k | $3.9M | -1% | Mar 2024 |
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Royal Bank of Canada | 48k | $3.2M | -17% | Dec 2023 |
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Kestra Advisory Services | 45k | $3.0M | 5% | Dec 2023 |
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Goldman Sachs Group | 43k | $2.9M | 0% | Dec 2023 |
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CI Private Wealth | 41k | $2.8M | 14% | Dec 2023 |
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Goldstein Advisors | 38k | $2.6M | -3% | Dec 2023 |
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Brand Asset Management Group | 38k | $2.5M | 0% | Dec 2023 |
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Merit Financial Group | 31k | $2.1M | 10% | Dec 2023 |
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Marshall Financial Group | 31k | $2.3M | 11% | Mar 2024 |
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Signature Securities Group Corporation | 27k | $1.9M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 25k | $1.8M | 0% | Mar 2024 |
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HPM Partners | 23k | $1.5M | 100% | Dec 2023 |
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Global Retirement Partners | 23k | $1.7M | -3% | Mar 2024 |
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Branch Banking & Trust Company | 22k | $1.5M | 10% | Dec 2023 |
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Bedel Financial Consulting | 21k | $1.4M | 23% | Dec 2023 |
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Pensionmark Financial Group | 19k | $1.3M | 0% | Dec 2023 |
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Parsons Capital Management | 19k | $1.4M | 0% | Mar 2024 |
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Pitti Group Wealth Management | 18k | $1.2M | -4% | Dec 2023 |
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Patriot Financial Group Insurance Agency | 15k | $1.0M | 1% | Dec 2023 |
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Miracle Mile Advisors | 15k | $1.1M | -3% | Mar 2024 |
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J.w. Cole Advisors | 14k | $948k | 6% | Dec 2023 |
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CWM | 14k | $1.0M | 0% | Mar 2024 |
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Rede Wealth | 14k | $921k | 100% | Dec 2023 |
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Nwam | 13k | $855k | 7% | Dec 2023 |
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Janney Montgomery Scott | 12k | $806k | 1% | Dec 2023 |
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Proequities | 12k | $795M | -4% | Dec 2023 |
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Apella Capital | 12k | $831k | 0% | Mar 2024 |
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S.A. Mason | 11k | $821k | 5% | Mar 2024 |
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Apollon Wealth Management | 11k | $728k | -45% | Dec 2023 |
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Truefg | 10k | $756k | 0% | Mar 2024 |
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Liberty Capital Management | 10k | $743k | 0% | Mar 2024 |
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Summit Asset Management | 9.9k | $662k | 0% | Dec 2023 |
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Dfpg Investments | 9.3k | $612k | 7% | Dec 2023 |
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DB Wealth Management Group | 9.1k | $608k | 5% | Dec 2023 |
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Mariner Wealth Advisors | 7.4k | $494k | 9% | Dec 2023 |
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Summit Investment Advisors | 7.2k | $482k | -1% | Dec 2023 |
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Haverford Trust Company | 6.5k | $438k | 0% | Dec 2023 |
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Kaydan Wealth Management | 6.5k | $470k | 0% | Mar 2024 |
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Divergent Wealth Advisors | 6.2k | $416k | 0% | Dec 2023 |
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Mission Creek Capital Partners | 6.0k | $406k | -7% | Dec 2023 |
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Raymond James Trust | 6.0k | $439k | 17% | Mar 2024 |
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Philip James Wealth Mangement | 6.0k | $402k | 100% | Dec 2023 |
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Lion Street Advisors | 5.9k | $397k | 0% | Mar 2024 |
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Adell, Harriman, & Carpenter | 5.9k | $396k | 0% | Dec 2023 |
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Financial Futures Ltd Liability | 5.7k | $385k | 1% | Dec 2023 |
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Advisory Services Network | 5.7k | $385k | 0% | Dec 2023 |
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M^T Bank Corporation | 5.2k | $350k | -16% | Dec 2023 |
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Good Life Advisors | 5.1k | $341k | 0% | Dec 2023 |
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PFG Investments | 5.0k | $362k | 100% | Mar 2024 |
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Procyon Private Wealth Partners | 4.9k | $358k | 0% | Mar 2024 |
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Pps&v Asset Management Consultants | 4.9k | $353k | -57% | Mar 2024 |
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National Asset Management | 4.8k | $321k | -13% | Dec 2023 |
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Lincoln National | 4.5k | $303k | -2% | Dec 2023 |
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Financial Perspectives | 4.3k | $315k | 3% | Mar 2024 |
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Mutual Advisors | 4.3k | $290k | 6% | Dec 2023 |
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MAI Wealth Advisors | 4.1k | $278k | 0% | Dec 2023 |
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Addison Advisors | 4.1k | $272k | 189% | Dec 2023 |
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Evolution Wealth Advisors | 4.0k | $291k | 100% | Mar 2024 |
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Glenview Trust | 3.9k | $261k | 0% | Dec 2023 |
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Citigroup | 3.8k | $253k | 18% | Dec 2023 |
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Bsc Private Wealth Management | 3.6k | $245k | 0% | Dec 2023 |
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Robertson Stephens Wealth Management | 3.6k | $239k | 0% | Dec 2023 |
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Bouchey Financial | 3.4k | $245k | 0% | Mar 2024 |
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Western Wealth Management | 3.3k | $222k | 100% | Dec 2023 |
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Private Advisor | 3.3k | $220k | 100% | Dec 2023 |
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Townsquare Capital | 3.3k | $220k | -27% | Dec 2023 |
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Barrett & Company | 3.2k | $230k | 0% | Mar 2024 |
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RFG Advisory | 3.1k | $222k | 0% | Mar 2024 |
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Farmers & Merchants Investment | 3.0k | $219k | 0% | Mar 2024 |
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Franklin Resources | 3.0k | $201k | 0% | Dec 2023 |
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Country Trust Bank | 3.0k | $218k | 0% | Mar 2024 |
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Plante Moran Financial Advisors | 2.9k | $193k | 0% | Dec 2023 |
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Loring Wolcott Coolidge Fa | 2.6k | $176k | 0% | Mar 2024 |
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Cape Investment Advisory | 2.4k | $163k | -27% | Dec 2023 |
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Harbour Investments | 2.4k | $160k | 230% | Dec 2023 |
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Tyler-Stone Wealth Management | 2.3k | $152k | -7% | Dec 2023 |
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Geneos Wealth Management | 2.2k | $150k | -13% | Dec 2023 |
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EPG Wealth Management | 1.4k | $93k | 2% | Dec 2023 |
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Steward Partners Investment Advisory | 1.4k | $91k | 0% | Dec 2023 |
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HighMark Wealth Management | 1.3k | $87k | 0% | Dec 2023 |
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ICA Group Wealth Management | 1.2k | $80k | 100% | Dec 2023 |
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Signature | 1.1k | $75k | 4% | Dec 2023 |
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Huntington National Bank | 1.0k | $67k | -40% | Dec 2023 |
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AdvisorNet Financial | 948.00 | $69k | 0% | Mar 2024 |
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Financial Freedom | 936.00 | $68k | 0% | Mar 2024 |
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Farther Finance Advisors | 932.00 | $63k | -5% | Dec 2023 |
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Pnc Financial Services | 812.00 | $55k | 0% | Dec 2023 |
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Russell Investments | 703.00 | $47k | -38% | Dec 2023 |
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Annapolis Financial Services | 700.00 | $51k | 0% | Mar 2024 |
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Rockbridge Investment Management, LCC | 611.00 | $41k | 100% | Dec 2023 |
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Parallel Advisors | 580.00 | $39k | 100% | Dec 2023 |
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Jpmorgan Chase & Co | 501.00 | $34k | 0% | Dec 2023 |
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Morton Brown Family Wealth | 474.00 | $35k | 0% | Mar 2024 |
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Hanson McClain Advisors | 457.00 | $31k | 0% | Dec 2023 |
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TSFG | 420.00 | $31k | -14% | Mar 2024 |
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Washington Trust Company | 420.00 | $31k | 0% | Mar 2024 |
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Sound Income Strategies | 280.00 | $20k | 0% | Mar 2024 |
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Salomon & Ludwin | 268.00 | $16k | 0% | Dec 2023 |
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Archer Investment Corp | 244.00 | $16k | 0% | Dec 2023 |
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Creative Financial Designs | 236.00 | $16k | 100% | Dec 2023 |
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Capital Analysts | 208.00 | $14k | 0% | Dec 2023 |
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Fifth Third Bancorp | 205.00 | $15k | -62% | Mar 2024 |
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Bank Of Montreal | 200.00 | $14k | -5% | Dec 2023 |
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Coastal Investment Advisors | 192.00 | $14k | 100% | Mar 2024 |
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Boyd Watterson Asset Management | 184.00 | $12k | 0% | Dec 2023 |
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Westside Investment Management | 174.00 | $13k | 1% | Mar 2024 |
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Glass Jacobson Investment Advisors | 134.00 | $9.0k | -1% | Dec 2023 |
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Principal Securities | 106.00 | $7.1k | 100% | Dec 2023 |
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Security National Bank | 100.00 | $7.3k | 100% | Mar 2024 |
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Valley National Advisers | 96.00 | $6.0k | 1% | Mar 2024 |
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Assetmark | 70.00 | $4.7k | -88% | Dec 2023 |
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Whittier Trust Co. of Nevada | 68.00 | $4.6k | 0% | Dec 2023 |
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Rise Advisors | 66.00 | $4.8k | 0% | Mar 2024 |
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Institutional & Family Asset Management | 56.00 | $3.8k | 0% | Dec 2023 |
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Asset Dedication | 41.00 | $3.0k | 0% | Mar 2024 |
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Live Oak Investment Partners | 21.00 | $1.4k | 0% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 18.00 | $1.0k | 0% | Dec 2023 |
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Global Trust Asset Management | 12.00 | $873.999600 | 0% | Mar 2024 |
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Who sold out of iShares Morningstar Mid Core Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 30k | $1.8M |
Sigma Planning | Sep 2023 | 4.6k | $275k |
Headinvest | Sep 2023 | 485.00 | $29k |
Integrity Financial Corp | Sep 2023 | 260.00 | $16k |
IFP Advisors | Sep 2023 | 216.00 | $13k |
FNY Investment Advisers | Sep 2023 | 100.00 | $5.0k |
Cary Street Partner Investment Advisory | Sep 2023 | 70.00 | $4.2k |