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 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4KClosed |
$45K - $76.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$36.3K - $61.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.31KClosed |
$42.2K - $71.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.49KClosed |
$48K - $81.3K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.26KClosed |
$40.6K - $68.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brighton Jones LLC
|
SELL
|
- |
-1.58KClosed |
$50.7K - $85.9K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-45Closed |
$1.44K - $2.45K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.56KClosed |
$114K - $194K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.05KClosed |
$33.7K - $57.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-316Closed |
$10.1K - $17.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-325Closed |
$10.4K - $17.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-71Closed |
$2.28K - $3.86K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-71Closed |
$2.28K - $3.86K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.67KClosed |
$223K - $244K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.52KClosed |
$72.9K - $79.8K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.22KClosed |
$106K - $116K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.47KClosed |
$70.4K - $77K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.44KClosed |
$117K - $128K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.26KClosed |
$61.8K - $63K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Whittier Trust CO
|
SELL
|
- |
-135Closed |
$6.64K - $6.77K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
5.56KNew |
$273K - $279K
|
5.56K
$428K
|
|
|
Oct 15, 2019
Q3 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.92K - $5.02K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.06KClosed |
$52.2K - $53.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-269Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Dec 19, 2024
Q1 2019
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-87Closed |
N/A
|
0
$0
|
|
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31.7KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-206Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
F3 Logic, LLC
|
SELL
|
- |
-1.76KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-498Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.48KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Mc Adam, LLC
|
SELL
|
- |
-188Closed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-302Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
178New |
N/A
|
178
$13.7K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Keybank National Association
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Marco Investment Management LLC
|
SELL
|
- |
-1.72KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Apr 24, 2018
Q1 2018
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|