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 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.84KClosed |
$178K - $202K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.26KNew |
$79.4K - $90K
|
1.26K
$97.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-915Closed |
$57.5K - $65.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.1KNew |
$69.2K - $78.5K
|
1.1K
$84.8K
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
260New |
$17.3K - $18.9K
|
260
$20K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17New |
$1.13K - $1.24K
|
17
$1.31K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$155K - $168K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92.2KClosed |
$5.96M - $6.45M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.57K- 28.27% |
$166K - $180K
|
6.52K
$501K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.58KClosed |
$167K - $181K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
76New |
$4.91K - $5.32K
|
76
$5.85K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.73KClosed |
$174K - $184K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 300.0% |
$148K - $157K
|
3.1K
$239K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$789K - $834K
|
12.4K
$954K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138+ 300.0% |
$8.78K - $9.29K
|
184
$14.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
42+ 300.0% |
$2.67K - $2.83K
|
56
$4.31K
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
BUY
|
- |
3.75K+ 300.0% |
$239K - $252K
|
5K
$385K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
973+ 300.31% |
$61.9K - $65.5K
|
1.3K
$99.8K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
51+ 300.0% |
$3.24K - $3.43K
|
68
$5.23K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-34Closed |
$2.16K - $2.29K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.26K+ 300.0% |
$144K - $152K
|
3.01K
$232K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
280New |
$17.8K - $18.8K
|
280
$21.5K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
8.65K+ 300.0% |
$550K - $582K
|
11.5K
$887K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.05KClosed |
$60.4K - $66.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-12Closed |
$691 - $765
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-262Closed |
$15.1K - $16.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-432Closed |
$24.9K - $27.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-1.18KClosed |
$67.7K - $75K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-37Closed |
$2.13K - $2.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-94Closed |
$4.65K - $5.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-598Closed |
$29.6K - $35K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$841 - $995
|
17
$1.31K
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11KClosed |
$544K - $643K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-665Closed |
$32.9K - $38.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.24KClosed |
$61.4K - $72.6K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-44Closed |
$2.18K - $2.58K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.95K - $5.85K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.49KClosed |
$68.2K - $77.7K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6KClosed |
$579K - $660K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15Closed |
$689 - $785
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-69Closed |
$2.47K - $3.46K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10Closed |
$358 - $502
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-126Closed |
$4.51K - $6.32K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-350Closed |
$12.5K - $17.6K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.64KClosed |
$58.7K - $82.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-16Closed |
$514 - $870
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-25Closed |
$803 - $1.36K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.9KClosed |
$60.8K - $103K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$103K - $174K
|
0
$0
|
|