Purchases and Sales Made in Q2 2025 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.08MNew |
$70.9M - $86.3M
|
1.08M
$87.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
146K+ 2080.88% |
$9.56M - $11.6M
|
153K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.7K+ 1347.15% |
$2.6M - $3.17M
|
42.7K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.5KNew |
$2.52M - $3.07M
|
38.5K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 31.88% |
$1.06M - $1.29M
|
67.2K
$5.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
16.1K+ 5.32% |
$1.05M - $1.28M
|
319K
$25.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.63KNew |
$499K - $608K
|
7.63K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.94KNew |
$454K - $552K
|
6.94K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.84KNew |
$382K - $465K
|
5.84K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.05KNew |
$265K - $323K
|
4.05K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.83K+ 4.81% |
$251K - $305K
|
83.5K
$6.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.11KNew |
$204K - $248K
|
3.11K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.1K+ 8.69% |
$203K - $247K
|
38.7K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.96K+ 2.84% |
$193K - $236K
|
107K
$8.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.64KNew |
$173K - $210K
|
2.64K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.62KNew |
$171K - $209K
|
2.62K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.62K+ 10.63% |
$171K - $209K
|
27.3K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.43K+ 1.39% |
$159K - $194K
|
177K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.43K+ 1.39% |
$159K - $194K
|
177K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.73K+ 4.6% |
$113K - $138K
|
39.3K
$3.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.43K+ 29.07% |
$93.6K - $114K
|
6.35K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
773+ 1.21% |
$50.6K - $61.6K
|
64.8K
$5.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
666+ 97.65% |
$43.6K - $53.1K
|
1.35K
$109K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$42.1K - $51.2K
|
643
$51.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
515+ 3.84% |
$33.7K - $41K
|
13.9K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
510+ 4.57% |
$33.4K - $40.6K
|
11.7K
$941K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
430+ 1.2% |
$28.1K - $34.3K
|
36.4K
$2.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
370New |
$24.2K - $29.5K
|
370
$29.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
303+ 2.99% |
$19.8K - $24.1K
|
10.4K
$843K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
243+ 4.12% |
$15.9K - $19.4K
|
6.14K
$495K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
228New |
$14.9K - $18.2K
|
228
$18.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
205+ 6.88% |
$13.4K - $16.3K
|
3.18K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
171+ 0.25% |
$11.2K - $13.6K
|
69K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.5% |
$3.86K - $4.7K
|
11.9K
$963K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.79% |
$1.83K - $2.23K
|
1.6K
$129K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
24+ 0.04% |
$1.57K - $1.91K
|
55.4K
$4.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
19+ 0.33% |
$1.24K - $1.51K
|
5.69K
$460K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.34% |
$720 - $876
|
3.22K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$458 - $558
|
4.59K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.1% |
$262 - $319
|
3.91K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$131 - $159
|
977
$78.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$65.4 - $79.7
|
177
$14.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$65.4 - $79.7
|
482
$38.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 2.15% |
$1.37K - $1.67K
|
957
$77.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.43% |
$1.83K - $2.23K
|
1.93K
$156K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.66% |
$2.03K - $2.47K
|
4.69K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.24% |
$3.07K - $3.74K
|
3.74K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124- 3.91% |
$8.11K - $9.88K
|
3.05K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-282- 3.34% |
$18.4K - $22.5K
|
8.15K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-320- 1.8% |
$20.9K - $25.5K
|
17.5K
$1.41M
|