Purchases and Sales Made in Q4 2025 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.4K+ 69.43% |
$4.56M - $4.73M
|
138K
$11.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.72K+ 3.34% |
$301K - $312K
|
115K
$9.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.19K+ 1.17% |
$177K - $184K
|
189K
$15.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.48KNew |
$120K - $124K
|
1.48K
$121K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$24.3K - $25.1K
|
300
$24.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 50.0% |
$13.4K - $13.9K
|
498
$40.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 6.97% |
$9.14K - $9.47K
|
1.74K
$142K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
112+ 1.66% |
$9.06K - $9.39K
|
6.86K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.07% |
$1.62K - $1.68K
|
30.5K
$2.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$243 - $251
|
983
$80.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$566 - $587
|
4.59K
$374K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46- 0.12% |
$3.72K - $3.86K
|
37.9K
$3.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-190- 2.16% |
$15.4K - $15.9K
|
8.62K
$703K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 1.71% |
$24.3K - $25.1K
|
17.2K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-491- 12.38% |
$39.7K - $41.2K
|
3.48K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-679- 12.49% |
$54.9K - $56.9K
|
4.76K
$388K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-12.3K- 51.79% |
$992K - $1.03M
|
11.4K
$931K
|
|