Purchases and Sales Made in Q3 2025 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
48.7K+ 702.83% |
$3.88M - $4.07M
|
55.7K
$4.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46K+ 107.82% |
$3.66M - $3.84M
|
88.7K
$7.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.78K+ 5.52% |
$779K - $816K
|
187K
$15.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.78K+ 5.52% |
$778K - $816K
|
187K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
5.33KNew |
$424K - $445K
|
5.33K
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.21K+ 3.93% |
$335K - $351K
|
111K
$9.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$288K - $302K
|
3.62K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.5KNew |
$199K - $209K
|
2.5K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.06K+ 44.02% |
$164K - $172K
|
6.75K
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45KNew |
$116K - $121K
|
1.45K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.24K+ 14.55% |
$98.7K - $103K
|
9.76K
$802K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
880+ 19.64% |
$70K - $73.4K
|
5.36K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
269+ 19.78% |
$21.4K - $22.4K
|
1.63K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
245+ 3.99% |
$19.5K - $20.4K
|
6.38K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
194+ 0.49% |
$15.4K - $16.2K
|
39.5K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
113+ 0.95% |
$8.99K - $9.43K
|
12K
$990K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
94+ 0.34% |
$7.48K - $7.84K
|
27.3K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 0.2% |
$3.34K - $3.5K
|
20.9K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.63% |
$2.07K - $2.17K
|
1.62K
$133K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$239 - $250
|
980
$80.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.41% |
$159 - $167
|
484
$39.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-45- 1.72% |
$3.58K - $3.76K
|
2.57K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 1.27% |
$12.1K - $12.7K
|
11.8K
$969K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-162- 2.89% |
$12.9K - $13.5K
|
5.44K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170- 1.46% |
$13.5K - $14.2K
|
11.5K
$944K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-186- 14.34% |
$14.8K - $15.5K
|
1.11K
$91.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-602- 1.56% |
$47.9K - $50.2K
|
37.9K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-800- 1.19% |
$63.7K - $66.8K
|
66.6K
$5.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-821- 14.06% |
$65.3K - $68.5K
|
5.02K
$413K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-930- 8.58% |
$74K - $77.6K
|
9.91K
$814K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.73K- 30.33% |
$137K - $144K
|
3.97K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-196K- 51.36% |
$15.6M - $16.4M
|
186K
$15.3M
|