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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
303+ 2.99% |
$19.8K - $24.1K
|
10.4K
$852K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.07K- 34.82% |
$136K - $165K
|
3.88K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
228New |
$14.9K - $18.2K
|
228
$18.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.05KNew |
$265K - $323K
|
4.05K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$42.1K - $51.2K
|
643
$52.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-390- 23.85% |
$25.5K - $31.1K
|
1.25K
$102K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47K- 84.34% |
$3.07M - $3.74M
|
8.73K
$712K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-655- 18.53% |
$42.8K - $52.2K
|
2.88K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
515+ 3.84% |
$33.7K - $41K
|
13.9K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.63KNew |
$499K - $608K
|
7.63K
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.1K+ 8.69% |
$203K - $247K
|
38.7K
$3.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
24+ 0.04% |
$1.57K - $1.91K
|
55.4K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-320- 1.8% |
$20.9K - $25.5K
|
17.5K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.24% |
$3.07K - $3.74K
|
3.74K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$458 - $558
|
4.59K
$375K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-413K- 85.42% |
$29.7M - $33M
|
70.5K
$5.75M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 4.97% |
$14.4K - $16K
|
3.82K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.75M - $1.95M
|
24.4K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 20.0% |
$36K - $40K
|
2K
$163K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 0.86% |
$1.94K - $2.16K
|
3.16K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 2.44% |
$72 - $79.9
|
42
$3.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 27.12% |
$115K - $128K
|
4.3K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.39% |
$7.2K - $7.99K
|
2.85K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$239K - $266K
|
3.32K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
662New |
$47.7K - $52.9K
|
662
$54K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$720 - $799
|
10
$816
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.1KNew |
$79.2K - $87.9K
|
1.1K
$89.8K
|
|
| Q4 2024 | |||||||
|
Nov 04, 2025
Q4 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-20.4KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
275+ 1100.0% |
$20.7K - $22.6K
|
300
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48K+ 66.78% |
$262K - $286K
|
8.7K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.1K
|
220
$18K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-59- 2.23% |
$4.44K - $4.85K
|
2.59K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-660- 15.77% |
$49.6K - $54.2K
|
3.53K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 5.49% |
$15K - $16.4K
|
3.45K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
344New |
$25.9K - $28.3K
|
344
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$4.51K - $4.93K
|
60
$4.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.22KNew |
$468K - $511K
|
6.22K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$176K - $192K
|
2.34K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 49.74% |
$125K - $136K
|
1.68K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-640- 26.38% |
$48.1K - $52.6K
|
1.79K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
240New |
$18.1K - $19.7K
|
240
$19.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$23.2K - $25.3K
|
308
$25.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.08K- 50.0% |
$382K - $417K
|
5.08K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 4.74% |
$903 - $986
|
241
$19.7K
|
|
|
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
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$301K - $329K
|
4K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189New |
$14.2K - $15.5K
|
189
$15.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-449- 1.78% |
$33.8K - $36.9K
|
24.7K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
17New |
$1.28K - $1.4K
|
17
$1.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
42.5KNew |
$3.2M - $3.49M
|
42.5K
$3.47M
|
|