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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$195 - $218
|
2.88K
$202K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
300+ 7.25% |
$19.5K - $21.8K
|
4.44K
$310K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.37K- 7.25% |
$415K - $464K
|
81.5K
$5.7M
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 5.12% |
$2.35K - $2.62K
|
667
$46.6K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-851- 16.3% |
$55.4K - $62K
|
4.37K
$305K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.16KClosed |
$336K - $376K
|
0
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 71.98% |
$888K - $993K
|
5.31K
$371K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.08K+ 9.8% |
$136K - $151K
|
23.3K
$1.63M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-49- 70.0% |
$3.19K - $3.57K
|
21
$1.47K
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-2.79K- 1.76% |
$181K - $203K
|
155K
$10.9M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.96K- 16.13% |
$583K - $652K
|
46.6K
$3.25M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-920- 0.85% |
$59.9K - $67K
|
108K
$7.52M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.26K- 4.06% |
$82.2K - $91.8K
|
29.8K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.63K+ 26.43% |
$236K - $264K
|
17.3K
$1.21M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 9.6% |
$6.97K - $7.79K
|
1.22K
$85.4K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
237+ 5.5% |
$15.4K - $17.3K
|
4.55K
$318K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.65KNew |
$303K - $339K
|
4.65K
$325K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$65.2 - $72.8
|
4.51K
$315K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.01K+ 2124.15% |
$327K - $365K
|
5.25K
$367K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
224+ 1.47% |
$14.6K - $16.3K
|
15.4K
$1.08M
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.01K- 2.67% |
$65.8K - $73.6K
|
36.8K
$2.57M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-120- 3.66% |
$7.82K - $8.74K
|
3.16K
$221K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.99KNew |
$585K - $654K
|
8.99K
$628K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-545- 3.86% |
$35.5K - $39.7K
|
13.6K
$949K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237- 2.0% |
$15.4K - $17.3K
|
11.6K
$811K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.55K+ 1.74% |
$427K - $477K
|
384K
$26.8M
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
222+ 0.32% |
$14.5K - $16.2K
|
69.3K
$4.84M
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20+ 0.33% |
$1.3K - $1.46K
|
6.01K
$420K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 3.94% |
$1.17K - $1.31K
|
439
$30.7K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
866+ 16.8% |
$56.4K - $63.1K
|
6.02K
$421K
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-228- 1.25% |
$14.9K - $16.6K
|
18K
$1.26M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-447- 0.84% |
$29.1K - $32.6K
|
53K
$3.7M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$130 - $146
|
474
$33.1K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-587- 2.52% |
$38.2K - $42.8K
|
22.7K
$1.59M
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-30- 0.29% |
$1.95K - $2.18K
|
10.4K
$725K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 61.75% |
$21.6K - $24.1K
|
205
$14.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.7K- 18.57% |
$3.17M - $3.55M
|
213K
$14.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.6K+ 18.77% |
$2.12M - $2.37M
|
206K
$14.4M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.98KNew |
$324K - $362K
|
4.98K
$348K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$12.5K - $14K
|
192
$13.4K
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$261K - $291K
|
4K
$280K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.05% |
$65.2 - $72.8
|
96
$6.71K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.58% |
$65.2 - $72.8
|
174
$12.2K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.95K+ 10.54% |
$192K - $215K
|
31K
$2.17M
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
117+ 2.78% |
$7.62K - $8.52K
|
4.32K
$302K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.03K- 1.91% |
$197K - $220K
|
156K
$10.9M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-477- 3.16% |
$31.1K - $34.7K
|
14.6K
$1.02M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16.8K+ 16.44% |
$1.09M - $1.22M
|
119K
$8.3M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.32% |
$652 - $728
|
3.16K
$221K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-67- 13.76% |
$4.37K - $4.88K
|
420
$29.4K
|