Latest Institutional Purchases of Ishares Morningstar Mid Cap Et (IMCB)
This list provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Et (IMCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
227New |
$15.6K - $17.3K
|
227
$17.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
222+ 4.01% |
$15.3K - $16.9K
|
5.76K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
220+ 1.86% |
$15.1K - $16.7K
|
12K
$933K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 3.37% |
$11.1K - $12.2K
|
4.94K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 12.11% |
$10.8K - $11.9K
|
1.45K
$113K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 1.24% |
$9.91K - $10.9K
|
11.7K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102New |
$7.02K - $7.75K
|
102
$7.91K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
101+ 0.33% |
$6.95K - $7.68K
|
31K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 59.52% |
$6.88K - $7.6K
|
268
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
37+ 1.39% |
$2.55K - $2.81K
|
2.7K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 1.91% |
$2.13K - $2.36K
|
1.66K
$128K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
31+ 0.05% |
$2.13K - $2.36K
|
68.6K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.04% |
$1.93K - $2.13K
|
74K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.42% |
$1.38K - $1.52K
|
4.74K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19New |
$1.31K - $1.44K
|
19
$1.47K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.44% |
$963 - $1.06K
|
3.18K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 0.04% |
$963 - $1.06K
|
38.1K
$2.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.32% |
$757 - $836
|
3.48K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$413 - $456
|
12.6K
$981K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$344 - $380
|
3.19K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$206 - $228
|
969
$75.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$138 - $152
|
477
$37K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$68.8 - $76
|
175
$13.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$68.8 - $76
|
7.36K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.06% |
$68.8 - $76
|
1.8K
$140K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.83KNew |
$261K - $277K
|
3.83K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$247K - $262K
|
3.62K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$43.9K - $46.5K
|
643
$49.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
306New |
$20.9K - $22.1K
|
306
$23.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$20.5K - $21.7K
|
300
$23.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
228+ 1.27% |
$15.6K - $16.5K
|
18.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
138+ 300.0% |
$9.42K - $9.98K
|
184
$14.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$7.78K - $8.25K
|
114
$8.84K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
77+ 31.56% |
$5.25K - $5.57K
|
321
$24.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$409 - $434
|
6
$465
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 42.7% |
$1.03M - $1.15M
|
52.7K
$4.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$261K - $291K
|
4K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.47KNew |
$226K - $253K
|
3.47K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
933+ 0.91% |
$60.8K - $68K
|
103K
$8.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$12.5K - $14K
|
192
$14.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$65.2 - $72.8
|
4.51K
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.05% |
$65.2 - $72.8
|
96
$7.45K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
611New |
$34.4K - $41.2K
|
611
$47.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
593+ 6.81% |
$33.3K - $40K
|
9.31K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$32.6K - $39.1K
|
580
$45K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
390+ 4.5% |
$21.9K - $26.3K
|
9.05K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$5.62K - $6.75K
|
100
$7.76K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12New |
$675 - $810
|
12
$931
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$56.2 - $67.5
|
66
$5.12K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.36KNew |
$199K - $220K
|
3.36K
$261K
|
|