Purchases and Sales Made in Q1 2025 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66+ 0.21% |
$4.75K - $5.28K
|
31.1K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.04% |
$2.09K - $2.32K
|
75.3K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 0.86% |
$1.94K - $2.16K
|
3.16K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 0.36% |
$1.22K - $1.36K
|
4.77K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.34% |
$792 - $879
|
3.21K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
10+ 0.04% |
$720 - $799
|
24.2K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$720 - $799
|
10
$771
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.25% |
$360 - $400
|
2K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$288 - $320
|
2.7K
$208K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$216 - $240
|
975
$75.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$144 - $160
|
481
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$144 - $160
|
2.71K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.03% |
$144 - $160
|
6.71K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$144 - $160
|
1.8K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$72 - $79.9
|
690
$53.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 2.44% |
$72 - $79.9
|
42
$3.24K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.48% |
$72 - $79.9
|
209
$16.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.28% |
$72 - $79.9
|
361
$27.8K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-8- 0.09% |
$576 - $640
|
8.43K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$576 - $640
|
36K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.46% |
$648 - $719
|
1.96K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 2.86% |
$720 - $799
|
340
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.8% |
$792 - $879
|
1.36K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- 0.17% |
$864 - $959
|
6.85K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-16- 0.38% |
$1.15K - $1.28K
|
4.24K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-29- 0.61% |
$2.09K - $2.32K
|
4.72K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-38- 0.9% |
$2.74K - $3.04K
|
4.19K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 1.27% |
$4.39K - $4.88K
|
4.73K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 2.45% |
$7.06K - $7.83K
|
3.91K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.39% |
$7.2K - $7.99K
|
2.85K
$220K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-102- 0.18% |
$7.35K - $8.15K
|
55.4K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-160- 1.23% |
$11.5K - $12.8K
|
12.9K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-187- 1.95% |
$13.5K - $14.9K
|
9.4K
$724K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 4.97% |
$14.4K - $16K
|
3.82K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-208- 0.37% |
$15K - $16.6K
|
55.7K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-228- 1.73% |
$16.4K - $18.2K
|
13K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-235- 0.62% |
$16.9K - $18.8K
|
37.6K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-293- 2.56% |
$21.1K - $23.4K
|
11.1K
$859K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-355- 5.89% |
$25.6K - $28.4K
|
5.68K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-397- 7.97% |
$28.6K - $31.7K
|
4.59K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 20.0% |
$36K - $40K
|
2K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-587- 2.76% |
$42.3K - $46.9K
|
20.7K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-673- 15.99% |
$48.5K - $53.8K
|
3.54K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-710- 0.59% |
$51.1K - $56.8K
|
120K
$9.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-769- 4.34% |
$55.4K - $61.5K
|
17K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-784- 3.62% |
$56.5K - $62.7K
|
20.9K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-824- 13.49% |
$59.3K - $65.9K
|
5.28K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-965- 1.9% |
$69.5K - $77.1K
|
49.9K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 10.15% |
$73.2K - $81.3K
|
9.01K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.17K- 6.16% |
$84.3K - $93.5K
|
17.8K
$1.37M
|