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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$75.50
-0.02 (-0.03%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Current
Institutional Ownership
Percentage
22.26%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$62.31M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$23.44M
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IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark Inc.620$47K0.0%-41.3%0.005%
10/31/2024 Portside Wealth Group LLC25,195$1.92M0.3%+11.2%0.211%
10/28/2024 Gladstone Institutional Advisory LLC74,453$5.66M0.3%-0.8%0.623%
10/28/2024 Creative Financial Designs Inc. ADV5,764$438K0.0%+4.0%0.048%
10/25/2024 S.A. Mason LLC11,724$891K0.5%+1.2%0.098%
10/25/2024 Sunburst Financial Group LLC100,157$7.61M1.9%+7.8%0.838%
10/25/2024 Diversify Wealth Management LLC4,073$311K0.0%-11.5%0.034%
10/25/2024 Diversify Advisory Services LLC14,812$1.14M0.1%-2.0%0.124%
10/24/2024 Patriot Financial Group Insurance Agency LLC16,823$1.28M0.2%+9.1%0.141%
10/24/2024 Wealth Enhancement Advisory Services LLC25,521$1.94M0.0%-1.1%0.214%
10/24/2024 PFG Investments LLC5,937$451K0.0%+20.5%0.050%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV51,402$3.91M0.9%-53.0%0.430%
10/22/2024 Signaturefd LLC1,453$110K0.0%+12.1%0.012%
10/19/2024Rede Wealth LLC15,886$1.21M0.5%-10.7%0.133%
10/19/2024Means Investment CO. Inc.141,510$10.76M1.2%+8.5%1.184%
10/18/2024Raymond James & Associates211,394$16.07M0.0%+2.7%1.769%
10/16/2024 Global Retirement Partners LLC14,880$1.13M0.0%-19.8%0.125%
10/16/2024 Good Life Advisors LLC10,152$772K0.0%+100.0%0.085%
10/16/2024 Kaydan Wealth Management Inc.5,392$410K0.1%-16.4%0.045%
10/10/2024 Concourse Financial Group Securities Inc.10,381$789K0.0%-10.4%0.087%
10/10/2024 Lion Street Advisors LLC5,043$383K0.1%-5.8%0.042%
10/9/2024 PPS&V Asset Management Consultants Inc.3,851$293K0.2%-20.6%0.032%
10/9/2024 Matrix Trust Co174,805$13.29M2.5%+12.9%1.463%
10/9/2024 Atlas Private Wealth Advisors7,556$574K0.1%+21.8%0.063%
10/8/2024 CWM LLC13,418$1.02M0.0%-2.8%0.112%
10/8/2024 Axiom Advisory LLC12,033$874K0.0%+1.9%0.101%
10/7/2024 Miracle Mile Advisors LLC13,209$1.00M0.0%-3.4%0.111%
8/22/2024Cetera Investment Advisers165,901$11.63M0.0%-0.6%1.388%
8/21/2024Truist Financial Corp22,863$1.60M0.0%+12.1%0.191%
8/19/2024B. Riley Wealth Advisors Inc.3,133$220K0.0%-43.3%0.026%
8/16/2024Northwestern Mutual Wealth Management Co.17,594$1.23M0.0%+20.1%0.147%
8/15/2024Matrix Private Capital Group LLC2,664$187K0.1%+12.0%0.022%
8/10/2024 Pitti Group Wealth Management LLC18,200$1.22M1.3%+1.3%0.152%
8/10/2024 Yarger Wealth Strategies LLC68,551$4.81M2.9%-1.0%0.574%
8/9/2024Financial Perspectives Inc4,480$314K0.1%+3.7%0.037%
8/8/2024 J.W. Cole Advisors Inc.12,636$886K0.0%-6.9%0.106%
8/8/2024Envestnet Asset Management Inc.46,181$3.24M0.0%+17.6%0.386%
8/7/2024Truefg LLC9,723$682K0.2%-6.3%0.081%
8/7/2024 Financial Futures Ltd Liability Co.5,586$392K0.2%-2.7%0.047%
8/6/2024Norden Group LLC3,428$240K0.0%N/A0.029%
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8/5/2024 Private Advisor Group LLC7,130$500K0.0%+125.9%0.060%
8/2/2024Pacific Financial Group Inc.81,339$5.70M4.0%-6.6%0.681%
7/31/2024Commonwealth Equity Services LLC387,739$27.18M0.0%+1.0%3.245%
7/26/2024Avion Wealth643$45K0.0%N/A0.005%
7/26/2024 Cambridge Investment Research Advisors Inc.63,450$4.45M0.0%+19.7%0.531%
7/24/2024 Goldstein Advisors LLC38,119$2.67M0.4%-0.5%0.319%
7/20/2024Raymond James Financial Services Advisors Inc.149,376$10.47M0.0%-27.6%1.250%
7/20/2024Brand Asset Management Group Inc.36,461$2.56M1.1%-0.9%0.305%
7/20/2024Means Investment CO. Inc.130,372$9.14M1.1%+9.9%1.091%
7/19/2024Raymond James & Associates205,915$14.43M0.0%-3.5%1.723%
7/18/2024 Portside Wealth Group LLC22,660$1.59M0.3%N/A0.190%
7/18/2024 Miracle Mile Advisors LLC13,671$958K0.0%-6.5%0.114%
7/17/2024 Divergent Wealth Advisors4,803$337K0.1%-8.3%0.040%
7/16/2024Steele Capital Management Inc.154,885$10.86M0.6%-0.6%1.296%
7/16/2024 Wealth Enhancement Advisory Services LLC25,817$1.81M0.0%+2.3%0.216%
7/13/2024 Sunburst Financial Group LLC92,922$6.51M1.8%+7.1%0.778%
7/12/2024 Diversify Advisory Services LLC15,119$1.06M0.1%+68.3%0.127%
7/12/2024 Atlas Private Wealth Advisors6,204$435K0.1%N/A0.052%
7/12/2024 Lion Street Advisors LLC5,353$375K0.1%-9.5%0.045%
7/10/2024 Matrix Trust Co154,883$10.86M2.5%-0.2%1.296%
7/10/2024 S.A. Mason LLC11,580$812K0.5%+2.8%0.097%
7/8/2024Benchmark Wealth Management LLC57,158$4.01M2.1%-11.2%0.478%
5/24/2024Cetera Advisors LLC52,745$3.84M0.0%+42.7%0.441%
5/24/2024Cetera Investment Advisers166,848$12.15M0.0%+498.9%1.396%
5/17/2024Comerica Bank4,674$340K0.0%-27.3%0.039%
5/17/2024Clear Point Advisors Inc.1,802$131K0.1%-9.9%0.015%
5/16/2024B. Riley Wealth Advisors Inc.5,521$402K0.0%+15.4%0.046%
5/13/2024Ameritas Investment Partners Inc.6,663$485K0.0%-7.3%0.056%
5/10/2024Osaic Holdings Inc.101,767$7.42M0.0%+15.0%0.852%
5/10/2024Nwam LLC10,914$772K0.1%-14.4%0.091%
5/8/2024Avantax Advisory Services Inc.81,523$5.94M0.1%-7.2%0.679%
5/7/2024Bedel Financial Consulting Inc.23,314$1.70M0.3%+9.8%0.194%
5/1/2024 Concourse Financial Group Securities Inc.11,605$845K0.1%-2.0%0.097%
5/1/2024 Diversify Advisory Services LLC8,985$650K0.0%N/A0.075%
4/30/2024 J.W. Cole Advisors Inc.13,576$989K0.0%-3.9%0.113%
4/29/2024Commonwealth Equity Services LLC383,809$27.95M0.0%+1.7%3.198%
4/29/2024 Yarger Wealth Strategies LLC69,277$5.05M3.4%+0.3%0.577%
4/25/2024 Cambridge Investment Research Advisors Inc.52,986$3.86M0.0%-0.8%0.442%
4/24/2024 Pitti Group Wealth Management LLC17,972$1.28M1.4%-1.3%0.150%
4/23/2024 Global Retirement Partners LLC22,709$1.65M0.1%-2.5%0.189%
4/23/2024Raymond James Financial Services Advisors Inc.206,230$15.02M0.0%+18.8%1.719%
4/22/2024 PFG Investments LLC4,976$362K0.0%N/A0.041%
4/22/2024Raymond James & Associates213,433$15.54M0.0%-18.6%1.779%
4/19/2024 Marshall Financial Group LLC30,990$2.26M0.6%+10.5%0.257%
4/19/2024Evolution Wealth Advisors LLC4,000$291K0.1%N/A0.033%
4/18/2024Steele Capital Management Inc.155,750$11.34M0.7%-1.9%1.293%
4/18/2024 Miracle Mile Advisors LLC14,617$1.07M0.0%-3.2%0.121%
4/16/2024 Sunburst Financial Group LLC86,741$6.28M1.8%+5.7%0.720%
4/15/2024 S.A. Mason LLC11,270$821K0.5%+4.8%0.094%
4/15/2024Flagstar Advisors Inc.26,716$1.95M0.5%-1.5%0.222%
Sell NVDA Now? (Ad)

Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
4/10/2024 PPS&V Asset Management Consultants Inc.4,851$353K0.3%-56.9%0.040%
3/15/2024B. Riley Wealth Advisors Inc.4,783$321K0.0%-13.4%0.040%
3/8/2024ICA Group Wealth Management LLC1,194$80K0.0%N/A0.010%
2/14/2024Pacific Financial Group Inc.89,518$6.01M4.5%-1.3%0.743%
2/13/2024Cetera Advisor Networks LLC102,419$6.88M0.0%-15.2%0.850%
2/12/2024 Goldstein Advisors LLC38,257$2.57M0.4%-2.9%0.317%
2/12/2024Stifel Financial Corp75,517$5.07M0.0%-2.7%0.627%
2/12/2024Parallel Advisors LLC580$39K0.0%N/A0.005%
2/12/2024Cape Investment Advisory Inc.2,426$163K0.1%-26.6%0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.53,433$3.59M0.0%+0.3%0.443%
(Data available from 1/1/2016 forward)

IMCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCB shares?

During the previous two years, 123 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Commonwealth Equity Services LLC ($27.18M), LPL Financial LLC ($25.97M), Raymond James & Associates ($16.07M), Matrix Trust Co ($13.29M), Cetera Investment Advisers ($11.63M), and Steele Capital Management Inc. ($10.86M).Learn more on IMCB's institutional investors.

What percentage of iShares Morningstar Mid-Cap ETF stock is owned by institutional investors?

22.26% of iShares Morningstar Mid-Cap ETF stock is owned by institutional investors. Learn more on IMCB's institutional investor holdings.

Which institutional investors have been buying iShares Morningstar Mid-Cap ETF stock?

Of the 91 institutional investors that purchased iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($169.41K), Steele Capital Management Inc. ($158.78K), Cetera Investment Advisers ($139.84K), Means Investment CO. Inc. ($111.72K), Commonwealth Equity Services LLC ($104.74K), UBS Group AG ($92.54K), and LPL Financial LLC ($58.01K).

How much institutional buying is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have bought a total of 1,554,747 shares in the last 24 months. This purchase volume represents approximately $100.98M in transactions.

Which iShares Morningstar Mid-Cap ETF major shareholders have been selling company stock?

Of the 73 institutional investors that sold iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($192.76K), Raymond James & Associates ($167.99K), Avantax Advisory Services Inc. ($130.86K), Woodard & Co. Asset Management Group Inc. ADV ($63.14K), UBS Group AG ($54.62K), Advisor Group Holdings Inc. ($53.68K), and LPL Financial LLC ($36.99K).

How much institutional selling is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have sold a total of 1,003,872 shares in the last 24 months. This volume of shares sold represents approximately $63.88M in transactions.



This page (NYSEARCA:IMCB) was last updated on 11/2/2024 by MarketBeat.com Staff
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