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 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-436- 1.8% |
$28.5K - $34.7K
|
23.8K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$131 - $159
|
977
$78.6K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.5% |
$3.86K - $4.7K
|
11.9K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.7K+ 1347.15% |
$2.6M - $3.17M
|
42.7K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.5KNew |
$2.52M - $3.07M
|
38.5K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.43K+ 1.39% |
$159K - $194K
|
177K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.66% |
$2.03K - $2.47K
|
4.69K
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-621- 9.98% |
$40.6K - $49.5K
|
5.6K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-458- 1.47% |
$30K - $36.5K
|
30.6K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$458 - $558
|
4.59K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
430+ 1.2% |
$28.1K - $34.3K
|
36.4K
$2.93M
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-413K- 85.42% |
$29.7M - $33M
|
70.5K
$5.67M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-63.6K- 94.94% |
$4.58M - $5.09M
|
3.39K
$273K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
954New |
$68.7K - $76.3K
|
954
$76.7K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 4.97% |
$14.4K - $16K
|
3.82K
$307K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.24K- 50.0% |
$161K - $179K
|
2.24K
$180K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.25% |
$360 - $400
|
2K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- 0.17% |
$864 - $959
|
6.85K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-228- 1.73% |
$16.4K - $18.2K
|
13K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.64KNew |
$118K - $131K
|
1.64K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$144 - $160
|
2.71K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 1.27% |
$4.39K - $4.88K
|
4.73K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.06K- 62.9% |
$148K - $165K
|
1.22K
$97.8K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.28K- 3.28% |
$164K - $183K
|
67.4K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
557+ 16.04% |
$40.1K - $44.5K
|
4.03K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.45K+ 0.46% |
$392K - $435K
|
1.19M
$96.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 2.86% |
$720 - $799
|
340
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
369+ 0.8% |
$26.6K - $29.5K
|
46.3K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.94KNew |
$644K - $715K
|
8.94K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 25.4% |
$2.19M - $2.44M
|
89.5K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$288 - $320
|
2.7K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 24.35% |
$182K - $202K
|
7.85K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.48% |
$72 - $79.9
|
209
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.13K- 2.6% |
$225K - $250K
|
117K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
809+ 1.93% |
$58.3K - $64.7K
|
42.8K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.75M - $1.95M
|
24.4K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
387+ 7.25% |
$27.9K - $30.9K
|
5.73K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.78K- 21.53% |
$200K - $222K
|
10.1K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 4.4% |
$98.4K - $109K
|
32.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.47K- 23.2% |
$322K - $357K
|
14.8K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-710- 0.59% |
$51.1K - $56.8K
|
120K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
702New |
$50.6K - $56.1K
|
702
$56.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10KClosed |
$723K - $803K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.43K- 1.36% |
$103K - $114K
|
104K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$144 - $160
|
1.8K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 20.0% |
$36K - $40K
|
2K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.28% |
$72 - $79.9
|
361
$29K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 5.51% |
$122K - $135K
|
32.3K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
489+ 29.53% |
$35.2K - $39.1K
|
2.15K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24K- 6.95% |
$1.73M - $1.92M
|
322K
$25.9M
|
|