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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.41K+ 35.89% |
$372K - $411K
|
20.5K
$1.58M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 9.83% |
$21.2K - $23.4K
|
3.44K
$265K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$68.8 - $76
|
175
$13.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
686+ 508.15% |
$47.2K - $52.1K
|
821
$63.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 25.17% |
$1.53M - $1.69M
|
110K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-348- 4.75% |
$23.9K - $26.5K
|
6.97K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.06% |
$1.93K - $2.13K
|
45.1K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 281.73% |
$101K - $111K
|
1.99K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.23K- 11.81% |
$222K - $246K
|
24.1K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.29% |
$825 - $912
|
4.11K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 1.91% |
$2.13K - $2.36K
|
1.66K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.9K- 31.44% |
$1.37M - $1.51M
|
43.4K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.37% |
$1.24K - $1.37K
|
4.8K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 1.4% |
$1.12M - $1.24M
|
1.18M
$90.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
37+ 1.39% |
$2.55K - $2.81K
|
2.7K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-192- 0.91% |
$13.2K - $14.6K
|
21K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-161- 7.72% |
$11.1K - $12.2K
|
1.92K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 11.08% |
$1.16M - $1.28M
|
135K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.36KNew |
$644K - $711K
|
9.36K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-235- 2.96% |
$16.2K - $17.9K
|
7.72K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21K+ 73.67% |
$152K - $168K
|
5.22K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
328New |
$22.6K - $24.9K
|
328
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-587- 14.76% |
$40.4K - $44.6K
|
3.39K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.15M - $1.27M
|
16.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$189K - $209K
|
2.75K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28+ 0.04% |
$1.93K - $2.13K
|
74K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 1.6% |
$131K - $145K
|
121K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 0.33% |
$206K - $227K
|
916K
$70.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-633- 1.37% |
$43.5K - $48.1K
|
45.6K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 54.08% |
$750K - $829K
|
31.1K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-153- 28.65% |
$10.5K - $11.6K
|
381
$29.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
265+ 1.16% |
$18.2K - $20.1K
|
23.1K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.4K- 13.99% |
$783K - $865K
|
70K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$97.9K - $108K
|
1.42K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 3.54% |
$16.2K - $17.9K
|
6.9K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$78.6K - $86.9K
|
41.6K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
451+ 0.45% |
$31K - $34.3K
|
100K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.34K- 4.42% |
$298K - $330K
|
93.8K
$7.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$68.8 - $76
|
7.36K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 2.75% |
$160K - $176K
|
86.7K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 7.37% |
$2.65M - $2.93M
|
562K
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.17K+ 3.72% |
$425K - $469K
|
172K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.42% |
$1.38K - $1.52K
|
4.74K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19New |
$1.31K - $1.44K
|
19
$1.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
778+ 22.52% |
$53.5K - $59.1K
|
4.23K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-131- 0.52% |
$9.01K - $9.96K
|
25.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-250- 7.81% |
$17.2K - $19K
|
2.95K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 9.91% |
$120K - $133K
|
19.3K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.65KNew |
$182K - $201K
|
2.65K
$204K
|