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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-92- 22.55% |
$6.02K - $7.33K
|
316
$26.2K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 16.99% |
$217K - $264K
|
22.8K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96New |
$6.28K - $7.65K
|
96
$7.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.29% |
$131 - $159
|
692
$57.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
890+ 1.08% |
$58.2K - $70.9K
|
83.2K
$6.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 0.89% |
$105K - $128K
|
182K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
562+ 13.95% |
$36.8K - $44.8K
|
4.59K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.34K- 33.5% |
$87.3K - $106K
|
2.65K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.98KNew |
$326K - $397K
|
4.98K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 0.34% |
$1.05K - $1.27K
|
4.79K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.84KNew |
$382K - $465K
|
5.84K
$484K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 4.16% |
$1.09M - $1.32M
|
382K
$31.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
666+ 97.65% |
$43.6K - $53.1K
|
1.35K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.1% |
$262 - $319
|
3.91K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-375- 20.86% |
$24.5K - $29.9K
|
1.42K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$65.4 - $79.7
|
177
$14.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.64KNew |
$173K - $210K
|
2.64K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.96K+ 2.84% |
$193K - $236K
|
107K
$8.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.07K- 34.82% |
$136K - $165K
|
3.88K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.53K- 7.91% |
$100K - $122K
|
17.9K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
303+ 2.99% |
$19.8K - $24.1K
|
10.4K
$866K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
146K+ 2080.88% |
$9.56M - $11.6M
|
153K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.77K- 76.52% |
$508K - $619K
|
2.38K
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 7.99% |
$108K - $132K
|
19.1K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
228New |
$14.9K - $18.2K
|
228
$18.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 31.88% |
$1.06M - $1.29M
|
67.2K
$5.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.05KNew |
$265K - $323K
|
4.05K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 2.15% |
$1.37K - $1.67K
|
957
$79.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.83K+ 4.81% |
$251K - $305K
|
83.5K
$6.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.62KNew |
$171K - $209K
|
2.62K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.94KNew |
$454K - $552K
|
6.94K
$575K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$42.1K - $51.2K
|
643
$53.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
243+ 4.12% |
$15.9K - $19.4K
|
6.14K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.39K- 2.79% |
$91.2K - $111K
|
48.6K
$4.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.73K+ 4.6% |
$113K - $138K
|
39.3K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124- 3.91% |
$8.11K - $9.88K
|
3.05K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.43% |
$1.83K - $2.23K
|
1.93K
$160K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-390- 23.85% |
$25.5K - $31.1K
|
1.25K
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47K- 84.34% |
$3.07M - $3.74M
|
8.73K
$723K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
171+ 0.25% |
$11.2K - $13.6K
|
69K
$5.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-655- 18.53% |
$42.8K - $52.2K
|
2.88K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
515+ 3.84% |
$33.7K - $41K
|
13.9K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
16.1K+ 5.32% |
$1.05M - $1.28M
|
319K
$26.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$65.4 - $79.7
|
482
$39.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.11KNew |
$204K - $248K
|
3.11K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
205+ 6.88% |
$13.4K - $16.3K
|
3.18K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-282- 3.34% |
$18.4K - $22.5K
|
8.15K
$675K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.08MNew |
$70.9M - $86.3M
|
1.08M
$89.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.43K+ 1.39% |
$159K - $194K
|
177K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 18.8% |
$129K - $157K
|
8.52K
$706K
|