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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.44K- 1.98% |
$559K - $611K
|
367K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
329+ 0.79% |
$24.7K - $27K
|
42K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
344New |
$25.9K - $28.3K
|
344
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 8.47% |
$13.7K - $15K
|
1.97K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.31K- 33.86% |
$399K - $436K
|
10.4K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
804+ 13.95% |
$60.5K - $66.1K
|
6.57K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 5.49% |
$15K - $16.4K
|
3.45K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-473- 2.6% |
$35.6K - $38.9K
|
17.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.1% |
$1.2K - $1.31K
|
1.47K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.3K- 22.68% |
$1.6M - $1.75M
|
72.5K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.22KNew |
$468K - $511K
|
6.22K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$4.51K - $4.93K
|
60
$4.43K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 1.3% |
$44K - $48.1K
|
45.7K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.49K- 5.18% |
$338K - $369K
|
82.2K
$6.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 10.23% |
$6.62K - $7.23K
|
772
$56.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.62K+ 27.28% |
$648K - $708K
|
40.2K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-733- 16.78% |
$55.1K - $60.2K
|
3.64K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$176K - $192K
|
2.34K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.21K+ 356.77% |
$166K - $182K
|
2.83K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.44KNew |
$635K - $693K
|
8.44K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
346KNew |
$26M - $28.4M
|
346K
$25.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 85.3% |
$107K - $116K
|
3.08K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-640- 26.38% |
$48.1K - $52.6K
|
1.79K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 49.74% |
$125K - $136K
|
1.68K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
240New |
$18.1K - $19.7K
|
240
$17.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-162- 3.89% |
$12.2K - $13.3K
|
4.01K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$23.2K - $25.3K
|
308
$22.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17- 0.03% |
$1.28K - $1.4K
|
55.9K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$1.5K - $1.64K
|
23.1K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-490- 0.95% |
$36.9K - $40.3K
|
50.9K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
24+ 0.4% |
$1.81K - $1.97K
|
6.03K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$150 - $164
|
479
$35.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-605- 0.35% |
$45.5K - $49.7K
|
174K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
17+ 0.4% |
$1.28K - $1.4K
|
4.26K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-548- 3.68% |
$41.2K - $45K
|
14.3K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.39K- 62.53% |
$330K - $361K
|
2.63K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.07K- 4.25% |
$80.7K - $88.2K
|
24.2K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
212+ 4.46% |
$15.9K - $17.4K
|
4.97K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.08K- 50.0% |
$382K - $417K
|
5.08K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 4.74% |
$903 - $986
|
241
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
401+ 3.17% |
$30.2K - $33K
|
13K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.98K+ 1.98% |
$149K - $163K
|
102K
$7.53M
|
|
|
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
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.75K- 6.38% |
$357K - $390K
|
69.7K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.3K- 46.44% |
$398K - $435K
|
6.11K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.96K- 18.64% |
$223K - $243K
|
12.9K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.41% |
$978 - $1.07K
|
3.19K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59KNew |
$4.44M - $4.85M
|
59K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-835- 16.56% |
$62.8K - $68.6K
|
4.21K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16.1K+ 11.34% |
$1.21M - $1.32M
|
158K
$11.6M
|