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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 59.52% |
$6.88K - $7.6K
|
268
$19.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-528- 11.48% |
$36.3K - $40.1K
|
4.07K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
227New |
$15.6K - $17.3K
|
227
$16.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 9.53% |
$980K - $1.08M
|
135K
$9.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-138- 1.42% |
$9.49K - $10.5K
|
9.59K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.48K+ 2.66% |
$377K - $417K
|
211K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$99.8K - $110K
|
1.45K
$107K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-99- 2.89% |
$6.81K - $7.53K
|
3.33K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.06K- 16.43% |
$72.9K - $80.6K
|
5.39K
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1K- 20.61% |
$68.8K - $76K
|
3.85K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-380- 2.75% |
$26.1K - $28.9K
|
13.4K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
220+ 1.86% |
$15.1K - $16.7K
|
12K
$888K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-432- 8.25% |
$29.5K - $31.3K
|
4.8K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
138+ 300.0% |
$9.42K - $9.98K
|
184
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.09K- 50.0% |
$211K - $223K
|
3.09K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$247K - $262K
|
3.62K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.83KNew |
$261K - $277K
|
3.83K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.18K- 99.16% |
$80.8K - $85.7K
|
10
$738
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 62.73% |
$37.7K - $39.9K
|
328
$24.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-153- 2.67% |
$10.4K - $11.1K
|
5.59K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
77+ 31.56% |
$5.25K - $5.57K
|
321
$23.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-29- 0.64% |
$1.98K - $2.1K
|
4.52K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
306New |
$20.9K - $22.1K
|
306
$22.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$43.9K - $46.5K
|
643
$47.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-866- 14.38% |
$59.1K - $62.7K
|
5.16K
$380K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$7.78K - $8.25K
|
114
$8.41K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-432- 8.25% |
$29.5K - $31.3K
|
4.8K
$354K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$409 - $434
|
6
$443
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.22K- 6.71% |
$83K - $88K
|
16.9K
$1.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$20.5K - $21.7K
|
300
$22.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 42.7% |
$1.03M - $1.15M
|
52.7K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
933+ 0.91% |
$60.8K - $68K
|
103K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 16.67% |
$32.6K - $36.4K
|
2.5K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$65.2 - $72.8
|
4.51K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 3.94% |
$1.17K - $1.31K
|
439
$32.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 61.75% |
$21.6K - $24.1K
|
205
$15.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.05% |
$65.2 - $72.8
|
96
$7.08K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$12.5K - $14K
|
192
$14.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-67- 13.76% |
$4.37K - $4.88K
|
420
$31K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
611New |
$34.4K - $41.2K
|
611
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$5.62K - $6.75K
|
100
$7.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$32.6K - $39.1K
|
580
$42.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-680- 40.48% |
$38.2K - $45.9K
|
1K
$73.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 44.59% |
$490K - $588K
|
10.8K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-336- 13.04% |
$18.9K - $22.7K
|
2.24K
$165K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12New |
$675 - $810
|
12
$885
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$56.2 - $67.5
|
66
$4.87K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
593+ 6.81% |
$33.3K - $40K
|
9.31K
$686K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
390+ 4.5% |
$21.9K - $26.3K
|
9.05K
$668K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-125- 4.02% |
$7.03K - $8.43K
|
2.99K
$220K
|
|