Latest Institutional Transactions on Ishares Morningstar Mid Cap Et (IMCB)
This table provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Et (IMCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.1KNew |
$1.28M - $1.4M
|
17.1K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$150 - $164
|
2.7K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
350New |
$26.3K - $28.8K
|
350
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.3K- 6.15% |
$324K - $354K
|
65.7K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.28K- 1.05% |
$96K - $105K
|
120K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
373+ 26.21% |
$28.1K - $30.6K
|
1.8K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.8K- 37.92% |
$886K - $968K
|
19.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.17% |
$602 - $657
|
4.79K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.4K+ 25.29% |
$1.15M - $1.26M
|
76.1K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.4% |
$1.43K - $1.56K
|
4.76K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-113- 1.62% |
$8.5K - $9.29K
|
6.86K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.54K+ 0.81% |
$718K - $784K
|
1.19M
$92.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
295+ 0.65% |
$22.2K - $24.2K
|
45.9K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48K+ 66.78% |
$262K - $286K
|
8.7K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47K+ 50.69% |
$637K - $696K
|
25.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64KNew |
$199K - $217K
|
2.64K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.23K+ 29.91% |
$92.4K - $101K
|
5.34K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.02K+ 3.01% |
$227K - $248K
|
103K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 29.83% |
$20.6M - $22.5M
|
1.19M
$92.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
4.75KNew |
$357K - $390K
|
4.75K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11- 0.32% |
$827 - $904
|
3.47K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 10.62% |
$1.08M - $1.18M
|
120K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
157+ 19.12% |
$11.8K - $12.9K
|
978
$75.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.1K
|
220
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
168New |
$12.6K - $13.8K
|
168
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.8K+ 144.31% |
$587K - $641K
|
13.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 0.22% |
$3.54K - $3.86K
|
21.6K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 50.0% |
$7.52K - $8.22K
|
300
$23.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 5.51% |
$1.58K - $1.73K
|
360
$27.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 3.22% |
$25.1K - $27.4K
|
10K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$150 - $164
|
2.81K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 1.79% |
$99.8K - $109K
|
75.3K
$5.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 7.07% |
$915K - $1M
|
184K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.35K+ 70.37% |
$102K - $111K
|
3.28K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 9.63% |
$800K - $874K
|
121K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.3% |
$451 - $493
|
1.99K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$75.2 - $82.2
|
7.36K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-193- 2.8% |
$14.5K - $15.9K
|
6.71K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.87K+ 14.03% |
$216K - $236K
|
23.4K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.09% |
$301 - $329
|
4.23K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.51K+ 27.0% |
$490K - $535K
|
30.6K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.9K- 23.35% |
$218K - $238K
|
9.51K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
327+ 1.56% |
$24.6K - $26.9K
|
21.3K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 1.89% |
$3.91K - $4.27K
|
2.7K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.6K+ 4.58% |
$346K - $378K
|
105K
$8.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 3.24% |
$132K - $144K
|
52.2K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-59- 2.23% |
$4.44K - $4.85K
|
2.59K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 60.48% |
$880K - $961K
|
31K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 4.62% |
$1.42M - $1.56M
|
429K
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-660- 15.77% |
$49.6K - $54.2K
|
3.53K
$273K
|