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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
485New |
$28.7K - $31.8K
|
485
$37.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$5.92K - $6.56K
|
100
$7.76K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.56KNew |
$149K - $162K
|
2.56K
$198K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
936+ 25.77% |
$54.7K - $59.2K
|
4.57K
$354K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325New |
$19K - $20.6K
|
325
$25.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
216New |
$12.6K - $13.7K
|
216
$16.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
117New |
$6.84K - $7.4K
|
117
$9.08K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.48% |
$58.5 - $63.3
|
210
$16.3K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.78KNew |
$448K - $509K
|
7.78K
$604K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89KNew |
$224K - $254K
|
3.89K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
470New |
$27K - $30.7K
|
470
$36.5K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
420New |
$24.2K - $27.5K
|
420
$32.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412New |
$23.7K - $27K
|
412
$32K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
400New |
$23K - $26.2K
|
400
$31K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
248+ 12.17% |
$14.3K - $16.2K
|
2.29K
$177K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
116New |
$6.67K - $7.59K
|
116
$9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$1.04K - $1.18K
|
18
$1.4K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.7KNew |
$198K - $230K
|
3.7K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.56KNew |
$191K - $222K
|
3.56K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
947New |
$50.8K - $59K
|
947
$73.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
936New |
$50.2K - $58.4K
|
936
$72.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
188New |
$10.1K - $11.7K
|
188
$14.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
184New |
$9.87K - $11.5K
|
184
$14.3K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.46% |
$268 - $312
|
1.1K
$85.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.53% |
$215 - $249
|
759
$58.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.31M - $1.57M
|
24.2K
$1.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.2KNew |
$550K - $662K
|
10.2K
$791K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86KNew |
$262K - $315K
|
4.86K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 7.14% |
$176K - $211K
|
48.9K
$3.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.88KNew |
$101K - $122K
|
1.88K
$146K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$21.6K - $25.9K
|
400
$31K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
212New |
$11.4K - $13.8K
|
212
$16.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
208New |
$11.2K - $13.5K
|
208
$16.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
41New |
$2.21K - $2.66K
|
41
$3.18K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
40.9KNew |
$2.23M - $2.77M
|
40.9K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
40KNew |
$2.18M - $2.71M
|
40K
$3.1M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
800New |
$43.6K - $54.2K
|
800
$62.1K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$654 - $813
|
12
$931
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.31% |
$599 - $745
|
3.57K
$277K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.33% |
$54.5 - $67.8
|
308
$23.9K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.1KNew |
$2.14M - $2.43M
|
34.1K
$2.64M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.26KNew |
$79.4K - $90K
|
1.26K
$98K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.1KNew |
$69.2K - $78.5K
|
1.1K
$85.5K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 12.5% |
$62.8 - $71.2
|
9
$698
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
260New |
$17.3K - $18.9K
|
260
$20.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17New |
$1.13K - $1.24K
|
17
$1.32K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
76New |
$4.91K - $5.32K
|
76
$5.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$789K - $834K
|
12.4K
$962K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
8.65K+ 300.0% |
$550K - $582K
|
11.5K
$895K
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
BUY
|
- |
3.75K+ 300.0% |
$239K - $252K
|
5K
$388K
|
|