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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 2.33% |
$87.4K - $97K
|
51K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.43K- 1.36% |
$103K - $114K
|
104K
$7.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 12.31% |
$106K - $118K
|
10.5K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 27.12% |
$115K - $128K
|
4.3K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.67K- 2.54% |
$120K - $133K
|
64K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.06K- 62.9% |
$148K - $165K
|
1.22K
$93.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.64% |
$153K - $170K
|
43.6K
$3.36M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.24K- 50.0% |
$161K - $179K
|
2.24K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.28K- 3.28% |
$164K - $183K
|
67.4K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 24.35% |
$182K - $202K
|
7.85K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.78K- 21.53% |
$200K - $222K
|
10.1K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.9K- 32.73% |
$209K - $232K
|
5.96K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.13K- 2.6% |
$225K - $250K
|
117K
$9.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.93K- 2.13% |
$283K - $314K
|
180K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.47K- 23.2% |
$322K - $357K
|
14.8K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10KClosed |
$723K - $803K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-23.9K- 79.37% |
$1.72M - $1.91M
|
6.22K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24K- 6.95% |
$1.73M - $1.92M
|
322K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 25.4% |
$2.19M - $2.44M
|
89.5K
$6.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-63.6K- 94.94% |
$4.58M - $5.09M
|
3.39K
$261K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-413K- 85.42% |
$29.7M - $33M
|
70.5K
$5.43M
|