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 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-191Closed |
$10.4K - $12.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-596Closed |
$32.5K - $40.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-197- 2.59% |
$10.7K - $13.3K
|
7.4K
$546K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-344Closed |
$18.7K - $23.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.31% |
$599 - $745
|
3.57K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.3KClosed |
$180K - $224K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.09KClosed |
$168K - $209K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-433Closed |
$23.6K - $29.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$654 - $813
|
12
$885
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$1.53K - $1.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.33% |
$54.5 - $67.8
|
308
$22.7K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.03KClosed |
$567K - $643K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.6KClosed |
$790K - $895K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.7KClosed |
$1.87M - $2.12M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 12.5% |
$62.8 - $71.2
|
9
$664
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.1KNew |
$2.14M - $2.43M
|
34.1K
$2.51M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.06KClosed |
$192K - $218K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.2KClosed |
$75.4K - $85.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.84KClosed |
$178K - $202K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.26KNew |
$79.4K - $90K
|
1.26K
$93.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-915Closed |
$57.5K - $65.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.1KNew |
$69.2K - $78.5K
|
1.1K
$81.3K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17New |
$1.13K - $1.24K
|
17
$1.25K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92.2KClosed |
$5.96M - $6.45M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.57K- 28.27% |
$166K - $180K
|
6.52K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$155K - $168K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.58KClosed |
$167K - $181K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
76New |
$4.91K - $5.32K
|
76
$5.61K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.73KClosed |
$174K - $184K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 300.0% |
$148K - $157K
|
3.1K
$229K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138+ 300.0% |
$8.78K - $9.29K
|
184
$13.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
42+ 300.0% |
$2.67K - $2.83K
|
56
$4.13K
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
BUY
|
- |
3.75K+ 300.0% |
$239K - $252K
|
5K
$369K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
973+ 300.31% |
$61.9K - $65.5K
|
1.3K
$95.7K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
51+ 300.0% |
$3.24K - $3.43K
|
68
$5.02K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-34Closed |
$2.16K - $2.29K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.26K+ 300.0% |
$144K - $152K
|
3.01K
$222K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
280New |
$17.8K - $18.8K
|
280
$20.7K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
8.65K+ 300.0% |
$550K - $582K
|
11.5K
$851K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.05KClosed |
$60.4K - $66.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-12Closed |
$691 - $765
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-262Closed |
$15.1K - $16.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-432Closed |
$24.9K - $27.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-1.18KClosed |
$67.7K - $75K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-37Closed |
$2.13K - $2.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-94Closed |
$4.65K - $5.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-598Closed |
$29.6K - $35K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$841 - $995
|
17
$1.25K
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11KClosed |
$544K - $643K
|
0
$0
|
|