Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-197- 2.59% |
$10.7K - $13.3K
|
7.4K
$574K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-191Closed |
$10.4K - $12.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28Closed |
$1.53K - $1.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.7KClosed |
$1.87M - $2.12M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.6KClosed |
$790K - $895K
|
0
$0
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.03KClosed |
$567K - $643K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.06KClosed |
$192K - $218K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.84KClosed |
$178K - $202K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.2KClosed |
$75.4K - $85.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-915Closed |
$57.5K - $65.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92.2KClosed |
$5.96M - $6.45M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.58KClosed |
$167K - $181K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.57K- 28.27% |
$166K - $180K
|
6.52K
$506K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$155K - $168K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.73KClosed |
$174K - $184K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-34Closed |
$2.16K - $2.29K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-1.18KClosed |
$67.7K - $75K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.05KClosed |
$60.4K - $66.9K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-432Closed |
$24.9K - $27.6K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-262Closed |
$15.1K - $16.7K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-37Closed |
$2.13K - $2.36K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-12Closed |
$691 - $765
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11KClosed |
$544K - $643K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.24KClosed |
$61.4K - $72.6K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-665Closed |
$32.9K - $38.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-598Closed |
$29.6K - $35K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.95K - $5.85K
|
0
$0
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-94Closed |
$4.65K - $5.5K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$2.18K - $2.58K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6KClosed |
$579K - $660K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49KClosed |
$68.2K - $77.7K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15Closed |
$689 - $785
|
0
$0
|
|
Q2 2020 | |||||||
Jul 08, 2020
Q2 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.64KClosed |
$58.7K - $82.2K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-350Closed |
$12.5K - $17.6K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-126Closed |
$4.51K - $6.32K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-69Closed |
$2.47K - $3.46K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10Closed |
$358 - $502
|
0
$0
|
|
Q1 2020 | |||||||
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.56KClosed |
$114K - $194K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$103K - $174K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9KClosed |
$60.8K - $103K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brighton Jones LLC
|
SELL
|
- |
-1.58KClosed |
$50.7K - $85.9K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.49KClosed |
$48K - $81.3K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4KClosed |
$45K - $76.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.31KClosed |
$42.2K - $71.5K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.26KClosed |
$40.6K - $68.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$36.3K - $61.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.05KClosed |
$33.7K - $57.2K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-325Closed |
$10.4K - $17.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-316Closed |
$10.1K - $17.2K
|
0
$0
|