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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.11K- 43.25% |
$327K - $343K
|
5.39K
$440K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.19KNew |
$254K - $266K
|
3.19K
$260K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-203- 1.68% |
$16.2K - $16.9K
|
11.9K
$970K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
12.1KNew |
$965K - $1.01M
|
12.1K
$990K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-997- 12.23% |
$79.3K - $83.2K
|
7.15K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
349+ 1.02% |
$27.8K - $29.1K
|
34.7K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.6K+ 51.48% |
$4.67M - $4.89M
|
173K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.8KNew |
$1.9M - $1.99M
|
23.8K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36.7KNew |
$2.92M - $3.06M
|
36.7K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.28% |
$159 - $167
|
707
$57.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.96K+ 4.28% |
$315K - $331K
|
96.5K
$7.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.77KNew |
$221K - $231K
|
2.77K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.9KNew |
$3.26M - $3.41M
|
40.9K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.6KNew |
$127K - $133K
|
1.6K
$130K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 2.2% |
$213K - $223K
|
124K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
40+ 0.61% |
$3.18K - $3.34K
|
6.56K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 7.96% |
$816K - $855K
|
119K
$9.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.06% |
$318 - $334
|
6.86K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$159 - $167
|
2.62K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 136.36% |
$22.7K - $23.8K
|
494
$40.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.6K+ 1.48% |
$1.48M - $1.55M
|
1.27M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.3% |
$637 - $668
|
2.65K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-993- 11.42% |
$79K - $82.9K
|
7.7K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.92K- 31.22% |
$153K - $161K
|
4.24K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.3% |
$477 - $501
|
2.01K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.31% |
$239 - $250
|
961
$78.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
68.8KNew |
$5.48M - $5.75M
|
68.8K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.8K+ 100.0% |
$382K - $401K
|
9.61K
$784K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.43K- 0.45% |
$114K - $119K
|
317K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-618- 13.46% |
$49.2K - $51.6K
|
3.97K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.6K- 36.99% |
$366K - $384K
|
7.83K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$199K - $208K
|
2.5K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$1.19K - $1.25K
|
15
$1.22K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.1K- 28.31% |
$1.84M - $1.93M
|
58.5K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98.4K+ 54.11% |
$7.83M - $8.21M
|
280K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 3.67% |
$101K - $106K
|
36K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
796+ 16.9% |
$63.3K - $66.4K
|
5.51K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$238K - $249K
|
2.99K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 2.09% |
$637 - $668
|
390
$31.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
426New |
$33.9K - $35.5K
|
426
$34.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
882+ 1.08% |
$70.2K - $73.6K
|
82.5K
$6.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 0.93% |
$966K - $1.01M
|
1.32M
$108M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.69K- 3.55% |
$134K - $141K
|
45.9K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-59- 0.97% |
$4.7K - $4.92K
|
6.02K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.54K+ 131.81% |
$202K - $212K
|
4.47K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-274- 12.67% |
$21.8K - $22.9K
|
1.89K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
358+ 0.98% |
$28.5K - $29.9K
|
36.8K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.33K+ 5.18% |
$344K - $361K
|
87.9K
$7.17M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.38% |
$1.43K - $1.5K
|
4.81K
$392K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.1K+ 9.87% |
$1.2M - $1.26M
|
168K
$13.7M
|
|