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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-200- 3.15% |
$15.9K - $16.7K
|
6.15K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
46.1K+ 4.25% |
$3.67M - $3.85M
|
1.13M
$92.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-756- 1.56% |
$60.2K - $63.1K
|
47.8K
$3.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27+ 0.85% |
$2.15K - $2.25K
|
3.21K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-32- 3.34% |
$2.55K - $2.67K
|
925
$75.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-197- 0.64% |
$15.7K - $16.4K
|
30.4K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$288K - $302K
|
3.62K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-821- 14.06% |
$65.3K - $68.5K
|
5.02K
$410K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170- 1.46% |
$13.5K - $14.2K
|
11.5K
$938K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.73K- 30.33% |
$137K - $144K
|
3.97K
$324K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.78K+ 5.52% |
$779K - $816K
|
187K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-45- 1.72% |
$3.58K - $3.76K
|
2.57K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.5KNew |
$199K - $209K
|
2.5K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
5.33KNew |
$424K - $445K
|
5.33K
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-196K- 51.36% |
$15.6M - $16.4M
|
186K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
245+ 3.99% |
$19.5K - $20.4K
|
6.38K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-800- 1.19% |
$63.7K - $66.8K
|
66.6K
$5.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
880+ 19.64% |
$70K - $73.4K
|
5.36K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
269+ 19.78% |
$21.4K - $22.4K
|
1.63K
$133K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 0.2% |
$3.34K - $3.5K
|
20.9K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
194+ 0.49% |
$15.4K - $16.2K
|
39.5K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 1.27% |
$12.1K - $12.7K
|
11.8K
$962K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.63% |
$2.07K - $2.17K
|
1.62K
$132K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
94+ 0.34% |
$7.48K - $7.84K
|
27.3K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.24K+ 14.55% |
$98.7K - $103K
|
9.76K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-186- 14.34% |
$14.8K - $15.5K
|
1.11K
$90.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.41% |
$159 - $167
|
484
$39.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.06K+ 44.02% |
$164K - $172K
|
6.75K
$551K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.21K+ 3.93% |
$335K - $351K
|
111K
$9.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-602- 1.56% |
$47.9K - $50.2K
|
37.9K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-930- 8.58% |
$74K - $77.6K
|
9.91K
$808K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
48.7K+ 702.83% |
$3.88M - $4.07M
|
55.7K
$4.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45KNew |
$116K - $121K
|
1.45K
$119K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46K+ 107.82% |
$3.66M - $3.84M
|
88.7K
$7.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.78K+ 5.52% |
$778K - $816K
|
187K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
113+ 0.95% |
$8.99K - $9.43K
|
12K
$983K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$239 - $250
|
980
$80K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-162- 2.89% |
$12.9K - $13.5K
|
5.44K
$444K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.66K+ 16.56% |
$501K - $610K
|
53.9K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.67KNew |
$502K - $611K
|
7.67K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-241- 3.27% |
$15.8K - $19.2K
|
7.12K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.83KNew |
$250K - $305K
|
3.83K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2New |
$131 - $159
|
2
$163
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-92- 22.55% |
$6.02K - $7.33K
|
316
$25.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
890+ 1.08% |
$58.2K - $70.9K
|
83.2K
$6.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.34K- 33.5% |
$87.3K - $106K
|
2.65K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.98KNew |
$326K - $397K
|
4.98K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.1% |
$262 - $319
|
3.91K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 7.99% |
$108K - $132K
|
19.1K
$1.55M
|
|