Purchases and Sales Made in Q4 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
346KNew |
$26M - $28.4M
|
346K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 29.83% |
$20.6M - $22.5M
|
1.19M
$92.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59KNew |
$4.44M - $4.85M
|
59K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
42.5KNew |
$3.2M - $3.49M
|
42.5K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$1.48M - $1.61M
|
19.6K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 4.62% |
$1.42M - $1.56M
|
429K
$33.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16.1K+ 11.34% |
$1.21M - $1.32M
|
158K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 25.29% |
$1.15M - $1.26M
|
76.1K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 7.07% |
$915K - $1M
|
184K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 60.48% |
$880K - $961K
|
31K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 9.63% |
$800K - $874K
|
121K
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.54K+ 0.81% |
$718K - $784K
|
1.19M
$92.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.62K+ 27.28% |
$648K - $708K
|
40.2K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47K+ 50.69% |
$637K - $696K
|
25.2K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.44KNew |
$635K - $693K
|
8.44K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.8K+ 144.31% |
$587K - $641K
|
13.2K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.51K+ 27.0% |
$490K - $535K
|
30.6K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.22KNew |
$468K - $511K
|
6.22K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
4.75KNew |
$357K - $390K
|
4.75K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.6K+ 4.58% |
$346K - $378K
|
105K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$301K - $329K
|
4K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.9K+ 26.37% |
$293K - $320K
|
18.7K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48K+ 66.78% |
$262K - $286K
|
8.7K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.02K+ 3.01% |
$227K - $248K
|
103K
$8.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.87K+ 14.03% |
$216K - $236K
|
23.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64KNew |
$199K - $217K
|
2.64K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$176K - $192K
|
2.34K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.21K+ 356.77% |
$166K - $182K
|
2.83K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.98K+ 1.98% |
$149K - $163K
|
102K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 85.3% |
$107K - $116K
|
3.08K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.35K+ 70.37% |
$102K - $111K
|
3.28K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 1.79% |
$99.8K - $109K
|
75.3K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 7.73% |
$97.8K - $107K
|
18.1K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.3K+ 17.18% |
$97.6K - $107K
|
8.85K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.23K+ 29.91% |
$92.4K - $101K
|
5.34K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 19.5% |
$86K - $93.9K
|
7.01K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
804+ 13.95% |
$60.5K - $66.1K
|
6.57K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 1.3% |
$44K - $48.1K
|
45.7K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
401+ 3.17% |
$30.2K - $33K
|
13K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
373+ 26.21% |
$28.1K - $30.6K
|
1.8K
$140K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
351+ 1.38% |
$26.4K - $28.8K
|
25.9K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
350New |
$26.3K - $28.8K
|
350
$27.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
344New |
$25.9K - $28.3K
|
344
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
329+ 0.79% |
$24.7K - $27K
|
42K
$3.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
327+ 1.56% |
$24.6K - $26.9K
|
21.3K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$23.2K - $25.3K
|
308
$23.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
298+ 10.9% |
$22.4K - $24.5K
|
3.03K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
295+ 0.65% |
$22.2K - $24.2K
|
45.9K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
240New |
$18.1K - $19.7K
|
240
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.1K
|
220
$17.1K
|