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 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-432- 8.25% |
$29.5K - $31.3K
|
4.8K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$409 - $434
|
6
$462
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.22K- 6.71% |
$83K - $88K
|
16.9K
$1.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$20.5K - $21.7K
|
300
$23.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.47KNew |
$226K - $253K
|
3.47K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 42.7% |
$1.03M - $1.15M
|
52.7K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
933+ 0.91% |
$60.8K - $68K
|
103K
$7.95M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 16.67% |
$32.6K - $36.4K
|
2.5K
$192K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-851- 16.3% |
$55.4K - $62K
|
4.37K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$65.2 - $72.8
|
4.51K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 3.94% |
$1.17K - $1.31K
|
439
$33.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 61.75% |
$21.6K - $24.1K
|
205
$15.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$12.5K - $14K
|
192
$14.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$261K - $291K
|
4K
$308K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.05% |
$65.2 - $72.8
|
96
$7.39K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-67- 13.76% |
$4.37K - $4.88K
|
420
$32.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
611New |
$34.4K - $41.2K
|
611
$47K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
100New |
$5.62K - $6.75K
|
100
$7.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-880- 26.62% |
$49.5K - $59.4K
|
2.43K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
580New |
$32.6K - $39.1K
|
580
$44.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 4.76% |
$562 - $675
|
200
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-680- 40.48% |
$38.2K - $45.9K
|
1K
$76.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 44.59% |
$490K - $588K
|
10.8K
$834K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-336- 13.04% |
$18.9K - $22.7K
|
2.24K
$172K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12New |
$675 - $810
|
12
$923
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$56.2 - $67.5
|
66
$5.08K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
593+ 6.81% |
$33.3K - $40K
|
9.31K
$716K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
390+ 4.5% |
$21.9K - $26.3K
|
9.05K
$696K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-125- 4.02% |
$7.03K - $8.43K
|
2.99K
$230K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
485New |
$28.7K - $31.8K
|
485
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 50.0% |
$4.15K - $4.59K
|
70
$5.39K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-530- 2.69% |
$31.4K - $34.7K
|
19.1K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.36KNew |
$199K - $220K
|
3.36K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$5.92K - $6.56K
|
100
$7.69K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
117New |
$6.84K - $7.4K
|
117
$9K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-250- 6.42% |
$14.6K - $15.8K
|
3.65K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-751- 7.08% |
$43.9K - $47.5K
|
9.86K
$758K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
216New |
$12.6K - $13.7K
|
216
$16.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.56KNew |
$149K - $162K
|
2.56K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.69K- 6.9% |
$98.5K - $107K
|
22.7K
$1.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
325New |
$19K - $20.6K
|
325
$25K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.48% |
$58.5 - $63.3
|
210
$16.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
936+ 25.77% |
$54.7K - $59.2K
|
4.57K
$351K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
470New |
$27K - $30.7K
|
470
$36.2K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
420New |
$24.2K - $27.5K
|
420
$32.3K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89KNew |
$224K - $254K
|
3.89K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
400New |
$23K - $26.2K
|
400
$30.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
248+ 12.17% |
$14.3K - $16.2K
|
2.29K
$176K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
116New |
$6.67K - $7.59K
|
116
$8.93K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412New |
$23.7K - $27K
|
412
$31.7K
|
|