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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 12.11% |
$10.8K - $11.9K
|
1.45K
$112K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
227New |
$15.6K - $17.3K
|
227
$17.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$344 - $380
|
3.19K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$99.8K - $110K
|
1.45K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 3.31% |
$882K - $974K
|
375K
$28.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.48K+ 2.66% |
$377K - $417K
|
211K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-138- 1.42% |
$9.49K - $10.5K
|
9.59K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 9.53% |
$980K - $1.08M
|
135K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.73% |
$107K - $119K
|
55.6K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.1K+ 8.54% |
$766K - $847K
|
142K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.91K- 10.72% |
$131K - $145K
|
15.9K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-333- 0.91% |
$22.9K - $25.3K
|
36.1K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
276+ 6.16% |
$19K - $21K
|
4.76K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.53K- 5.69% |
$105K - $116K
|
25.3K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-99- 2.89% |
$6.81K - $7.53K
|
3.33K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.06K- 16.43% |
$72.9K - $80.6K
|
5.39K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
101+ 0.33% |
$6.95K - $7.68K
|
31K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.68K- 19.83% |
$253K - $280K
|
14.9K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-327- 10.68% |
$22.5K - $24.9K
|
2.73K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 100.0% |
$349K - $386K
|
10.2K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$206 - $228
|
969
$74.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.32% |
$757 - $836
|
3.48K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 10.43% |
$83.2K - $91.9K
|
10.4K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-310- 5.79% |
$21.3K - $23.6K
|
5.04K
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1K- 20.61% |
$68.8K - $76K
|
3.85K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
19.9K+ 12.86% |
$1.37M - $1.51M
|
175K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.35K+ 21.79% |
$93K - $103K
|
7.56K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-380- 2.75% |
$26.1K - $28.9K
|
13.4K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-462- 3.38% |
$31.8K - $35.1K
|
13.2K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
31+ 0.05% |
$2.13K - $2.36K
|
68.6K
$5.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
220+ 1.86% |
$15.1K - $16.7K
|
12K
$926K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.09K- 50.0% |
$211K - $223K
|
3.09K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
138+ 300.0% |
$9.42K - $9.98K
|
184
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-321- 5.6% |
$21.9K - $23.2K
|
5.41K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.62KNew |
$247K - $262K
|
3.62K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-60- 1.35% |
$4.09K - $4.34K
|
4.38K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.83KNew |
$261K - $277K
|
3.83K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
228+ 1.27% |
$15.6K - $16.5K
|
18.2K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.18K- 99.16% |
$80.8K - $85.7K
|
10
$769
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 62.73% |
$37.7K - $39.9K
|
328
$25.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-153- 2.67% |
$10.4K - $11.1K
|
5.59K
$430K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
77+ 31.56% |
$5.25K - $5.57K
|
321
$24.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-71- 1.45% |
$4.84K - $5.14K
|
4.84K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-29- 0.64% |
$1.98K - $2.1K
|
4.52K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
306New |
$20.9K - $22.1K
|
306
$23.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
643New |
$43.9K - $46.5K
|
643
$49.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 0.97% |
$7.91K - $8.39K
|
11.9K
$915K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 5.6% |
$1.02K - $1.09K
|
253
$19.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-866- 14.38% |
$59.1K - $62.7K
|
5.16K
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$7.78K - $8.25K
|
114
$8.77K
|
|