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 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.46K+ 738.38% |
$101K - $111K
|
1.66K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
14.8KNew |
$1.02M - $1.12M
|
14.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
737+ 14.38% |
$50.7K - $56K
|
5.86K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.7K- 63.02% |
$1.84M - $2.03M
|
15.7K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.89K+ 18.33% |
$337K - $372K
|
31.6K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.35K- 5.9% |
$93.1K - $103K
|
21.6K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$950K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-123- 15.15% |
$8.46K - $9.35K
|
689
$53K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 3.37% |
$11.1K - $12.2K
|
4.94K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$94.3K - $104K
|
1.37K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-570- 1.01% |
$39.2K - $43.3K
|
56K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.3K- 3.83% |
$1.12M - $1.24M
|
410K
$31.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.06% |
$68.8 - $76
|
1.8K
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
19.9K+ 12.86% |
$1.37M - $1.51M
|
175K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-921- 13.4% |
$63.4K - $70K
|
5.95K
$458K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.74K+ 16.76% |
$532K - $588K
|
53.9K
$4.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-136- 4.62% |
$9.36K - $10.3K
|
2.81K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10- 71.43% |
$688 - $760
|
4
$308
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100KNew |
$6.9M - $7.63M
|
100K
$7.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.09K+ 100.0% |
$144K - $159K
|
4.19K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.4KNew |
$784K - $867K
|
11.4K
$877K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-109- 4.83% |
$7.5K - $8.29K
|
2.15K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.24KNew |
$292K - $322K
|
4.24K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 1.6% |
$4.47K - $4.94K
|
3.99K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102New |
$7.02K - $7.75K
|
102
$7.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 4.58% |
$13.8K - $15.2K
|
4.17K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-436- 41.29% |
$30K - $33.1K
|
620
$47.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-23- 0.6% |
$1.58K - $1.75K
|
3.81K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-19- 0.32% |
$1.31K - $1.44K
|
6.01K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.54K+ 11.19% |
$174K - $193K
|
25.2K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
446+ 15.45% |
$30.7K - $33.9K
|
3.33K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 4.32% |
$189K - $208K
|
60.7K
$4.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-637- 0.85% |
$43.8K - $48.4K
|
74.5K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
222+ 4.01% |
$15.3K - $16.9K
|
5.76K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 59.52% |
$6.88K - $7.6K
|
268
$20.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 8.61% |
$5.57K - $6.16K
|
860
$66.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-528- 11.48% |
$36.3K - $40.1K
|
4.07K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.24K+ 7.79% |
$498K - $550K
|
100K
$7.71M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
144+ 1.24% |
$9.91K - $10.9K
|
11.7K
$902K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 0.04% |
$963 - $1.06K
|
38.1K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$138 - $152
|
477
$36.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 9.06% |
$96.1K - $106K
|
16.8K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$413 - $456
|
12.6K
$973K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-307- 2.03% |
$21.1K - $23.3K
|
14.8K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.44% |
$963 - $1.06K
|
3.18K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.01K+ 20.47% |
$69.4K - $76.7K
|
5.94K
$457K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-296- 1.15% |
$20.4K - $22.5K
|
25.5K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-57.9K- 52.96% |
$3.98M - $4.4M
|
51.4K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-105- 1.47% |
$7.22K - $7.98K
|
7.03K
$541K
|