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 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 0.27% |
$5.66K - $6.01K
|
30.9K
$2.22M
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.7K+ 9.85% |
$798K - $846K
|
130K
$9.36M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56.9K- 27.57% |
$3.88M - $4.11M
|
149K
$10.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.52K- 3.52% |
$513K - $544K
|
206K
$14.8M
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-342- 0.93% |
$23.3K - $24.7K
|
36.5K
$2.62M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.03% |
$6.82K - $7.23K
|
3.2K
$230K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$7.78K - $8.25K
|
114
$8.19K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.7KNew |
$1.55M - $1.64M
|
22.7K
$1.63M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-946- 6.47% |
$64.5K - $68.4K
|
13.7K
$982K
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-432- 8.25% |
$29.5K - $31.3K
|
4.8K
$345K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-865- 0.56% |
$59K - $62.6K
|
155K
$11.1M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$409 - $434
|
6
$431
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.9% |
$1.23K - $1.3K
|
966
$69.4K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 33.33% |
$478 - $506
|
14
$1.01K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
578+ 2.29% |
$39.4K - $41.8K
|
25.8K
$1.85M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.29% |
$614 - $651
|
3.06K
$220K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-564- 9.53% |
$38.5K - $40.8K
|
5.35K
$385K
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.18K+ 7.13% |
$422K - $447K
|
92.9K
$6.67M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.2KNew |
$423K - $449K
|
6.2K
$446K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.13K+ 68.27% |
$419K - $444K
|
15.1K
$1.09M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.22K- 6.71% |
$83K - $88K
|
16.9K
$1.21M
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-358- 0.23% |
$24.4K - $25.9K
|
155K
$11.1M
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
310+ 2.75% |
$21.2K - $22.4K
|
11.6K
$832K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$20.5K - $21.7K
|
300
$21.5K
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.24K- 11.25% |
$494K - $524K
|
57.2K
$4.11M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
184New |
$12K - $13.4K
|
184
$13.2K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 1451.93% |
$10.2M - $11.4M
|
167K
$12M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
738+ 15.43% |
$48.1K - $53.7K
|
5.52K
$397K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 6.23% |
$675K - $755K
|
156K
$11.2M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.47KNew |
$226K - $253K
|
3.47K
$249K
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.53KNew |
$230K - $257K
|
3.53K
$254K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.07% |
$326 - $364
|
7.37K
$529K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.78% |
$2.48K - $2.77K
|
4.84K
$348K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.52K+ 3.38% |
$98.9K - $111K
|
46.5K
$3.34M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.57K+ 1.05% |
$624K - $697K
|
919K
$66M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.81% |
$717 - $801
|
1.36K
$97.8K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.1K- 13.08% |
$71.9K - $80.4K
|
7.34K
$527K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-199- 9.95% |
$13K - $14.5K
|
1.8K
$129K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.75K- 27.29% |
$114K - $128K
|
4.67K
$336K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 11.37% |
$97.4K - $109K
|
14.6K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 7.52% |
$234K - $261K
|
44.1K
$3.17M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 9.54% |
$120K - $134K
|
21.2K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.55K+ 2.99% |
$231K - $258K
|
122K
$8.77M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30- 0.44% |
$1.95K - $2.18K
|
6.84K
$491K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.16% |
$2.41K - $2.69K
|
22.9K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.95K+ 8.25% |
$127K - $142K
|
25.6K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 18.96% |
$759K - $848K
|
73.1K
$5.25M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.36K- 3.0% |
$154K - $172K
|
76.4K
$5.49M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 2.89% |
$2.61K - $2.91K
|
1.42K
$102K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-46- 0.76% |
$3K - $3.35K
|
6K
$431K
|