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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
184New |
$12K - $13.4K
|
184
$12.9K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 1451.93% |
$10.2M - $11.4M
|
167K
$11.7M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
738+ 15.43% |
$48.1K - $53.7K
|
5.52K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.81% |
$717 - $801
|
1.36K
$95.2K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.47KNew |
$226K - $253K
|
3.47K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.53KNew |
$230K - $257K
|
3.53K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 11.37% |
$97.4K - $109K
|
14.6K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$326 - $364
|
7.37K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.78% |
$2.48K - $2.77K
|
4.84K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.52K+ 3.38% |
$98.9K - $111K
|
46.5K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 6.23% |
$675K - $755K
|
156K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.57K+ 1.05% |
$624K - $697K
|
919K
$64.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.75K- 27.29% |
$114K - $128K
|
4.67K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.1K- 13.08% |
$71.9K - $80.4K
|
7.34K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.55K+ 2.99% |
$231K - $258K
|
122K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 9.54% |
$120K - $134K
|
21.2K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 7.52% |
$234K - $261K
|
44.1K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-199- 9.95% |
$13K - $14.5K
|
1.8K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 18.96% |
$759K - $848K
|
73.1K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.16% |
$2.41K - $2.69K
|
22.9K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30- 0.44% |
$1.95K - $2.18K
|
6.84K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.36K- 3.0% |
$154K - $172K
|
76.4K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 2.89% |
$2.61K - $2.91K
|
1.42K
$99.5K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-46- 0.76% |
$3K - $3.35K
|
6K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.95K+ 8.25% |
$127K - $142K
|
25.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 42.7% |
$1.03M - $1.15M
|
52.7K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
933+ 0.91% |
$60.8K - $68K
|
103K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.9K+ 3.58% |
$2.6M - $2.91M
|
1.16M
$80.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-794- 1.98% |
$51.7K - $57.8K
|
39.3K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.1K- 2.8% |
$71.8K - $80.3K
|
38.3K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06KNew |
$199K - $223K
|
3.06K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129+ 0.23% |
$8.4K - $9.4K
|
56.4K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-522- 7.27% |
$34K - $38K
|
6.66K
$466K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 16.67% |
$32.6K - $36.4K
|
2.5K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-281- 0.37% |
$18.3K - $20.5K
|
75.2K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 6.43% |
$4.17K - $4.66K
|
932
$65.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.78K+ 3.97% |
$246K - $275K
|
99K
$6.92M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
115+ 3.05% |
$7.49K - $8.38K
|
3.88K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.1KNew |
$1.18M - $1.32M
|
18.1K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.15K- 1.98% |
$596K - $667K
|
453K
$31.7M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-954- 15.41% |
$62.2K - $69.5K
|
5.24K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.88KNew |
$187K - $209K
|
2.88K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 14.97% |
$863K - $965K
|
102K
$7.12M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.75K- 7.9% |
$114K - $127K
|
20.4K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.47KNew |
$226K - $253K
|
3.47K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7K+ 2543.91% |
$830K - $928K
|
13.2K
$927K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 14.35% |
$119K - $133K
|
10.9K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.6K+ 3.88% |
$104K - $116K
|
42.8K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$195 - $218
|
2.88K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.4K- 2.68% |
$156K - $175K
|
87.1K
$6.09M
|
|