Latest Institutional Transactions on Ishares Morningstar Mid Cap Et (IMCB)
This table provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Et (IMCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.65K- 7.18% |
$370K - $388K
|
60.1K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.3% |
$637 - $668
|
2.7K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.46KNew |
$195K - $205K
|
2.46K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27K- 5.42% |
$2.15M - $2.26M
|
472K
$38.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-169- 1.94% |
$13.4K - $14.1K
|
8.56K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $167
|
2.9K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.74K+ 4.37% |
$377K - $396K
|
113K
$9.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.41KNew |
$192K - $201K
|
2.41K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
5.39KNew |
$429K - $450K
|
5.39K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.72K+ 33.8% |
$614K - $644K
|
30.6K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-899- 1.21% |
$71.5K - $75K
|
73.6K
$6.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
585+ 14.26% |
$46.6K - $48.8K
|
4.69K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-86- 0.36% |
$6.84K - $7.18K
|
23.7K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45KNew |
$195K - $205K
|
2.45K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.5KNew |
$199K - $208K
|
2.5K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.13% |
$955 - $1K
|
9.39K
$766K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 2.94% |
$796 - $835
|
330
$26.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.64KNew |
$528K - $554K
|
6.64K
$542K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 2.75% |
$1.51K - $1.59K
|
673
$54.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78+ 0.31% |
$6.21K - $6.51K
|
25K
$2.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
52+ 0.65% |
$4.14K - $4.34K
|
8.02K
$654K
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-479- 2.9% |
$38.1K - $40K
|
16K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.79K+ 5.87% |
$222K - $233K
|
50.3K
$4.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
92K+ 28.83% |
$7.32M - $7.68M
|
411K
$33.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-523- 5.6% |
$41.6K - $43.6K
|
8.81K
$719K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
81.3KNew |
$6.47M - $6.78M
|
81.3K
$6.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.82K- 76.25% |
$145K - $152K
|
566
$46.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225+ 60.81% |
$17.9K - $18.8K
|
595
$48.6K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 7.68% |
$266K - $279K
|
46.9K
$3.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
236+ 245.83% |
$18.8K - $19.7K
|
332
$27.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.33% |
$796 - $835
|
3.06K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
16+ 0.38% |
$1.27K - $1.34K
|
4.27K
$349K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.81KNew |
$383K - $401K
|
4.81K
$392K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.98K+ 43.72% |
$157K - $165K
|
6.5K
$530K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.33K+ 53.02% |
$186K - $195K
|
6.74K
$550K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.14KNew |
$90.4K - $94.8K
|
1.14K
$92.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.56% |
$79.6 - $83.5
|
178
$14.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-677- 12.81% |
$53.9K - $56.5K
|
4.61K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$477 - $501
|
13.1K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 15.7% |
$840K - $881K
|
77.8K
$6.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.74KNew |
$138K - $145K
|
1.74K
$142K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.13K+ 26.4% |
$488K - $511K
|
29.3K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.49% |
$557 - $584
|
1.43K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
600New |
$47.7K - $50.1K
|
600
$49K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-172- 12.76% |
$13.7K - $14.4K
|
1.18K
$96K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
30+ 2.73% |
$2.39K - $2.5K
|
1.13K
$92.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.27K- 7.1% |
$101K - $106K
|
16.6K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
189+ 0.27% |
$15K - $15.8K
|
69.2K
$5.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.76K+ 216.99% |
$538K - $564K
|
9.87K
$805K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.34% |
$875 - $918
|
3.23K
$263K
|
|