Latest Institutional Purchases of Ishares Morningstar Mid Cap Et (IMCB)
This list provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Et (IMCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59KNew |
$4.44M - $4.85M
|
59K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
42.5KNew |
$3.2M - $3.49M
|
42.5K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$1.48M - $1.61M
|
19.6K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16.1K+ 11.34% |
$1.21M - $1.32M
|
158K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$301K - $329K
|
4K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.9K+ 26.37% |
$293K - $320K
|
18.7K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.98K+ 1.98% |
$149K - $163K
|
102K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 7.73% |
$97.8K - $107K
|
18.1K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.3K+ 17.18% |
$97.6K - $107K
|
8.85K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 19.5% |
$86K - $93.9K
|
7.01K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
401+ 3.17% |
$30.2K - $33K
|
13K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
351+ 1.38% |
$26.4K - $28.8K
|
25.9K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
298+ 10.9% |
$22.4K - $24.5K
|
3.03K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189New |
$14.2K - $15.5K
|
189
$15K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
144+ 2.98% |
$10.8K - $11.8K
|
4.98K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
34+ 0.29% |
$2.56K - $2.79K
|
11.8K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 0.04% |
$1.96K - $2.14K
|
68.6K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
24+ 0.4% |
$1.81K - $1.97K
|
6.03K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
17+ 0.4% |
$1.28K - $1.4K
|
4.26K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
17New |
$1.28K - $1.4K
|
17
$1.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.41% |
$978 - $1.07K
|
3.19K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$226 - $247
|
972
$77K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$150 - $164
|
479
$38K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$75.2 - $82.2
|
176
$13.9K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100KNew |
$6.9M - $7.63M
|
100K
$7.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 7.37% |
$2.65M - $2.93M
|
562K
$44.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 25.17% |
$1.53M - $1.69M
|
110K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.15M - $1.27M
|
16.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 1.4% |
$1.12M - $1.24M
|
1.18M
$93.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 54.08% |
$750K - $829K
|
31.1K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.36KNew |
$644K - $711K
|
9.36K
$742K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.74K+ 16.76% |
$532K - $588K
|
53.9K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.17K+ 3.72% |
$425K - $469K
|
172K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.48K+ 2.66% |
$377K - $417K
|
211K
$16.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.41K+ 35.89% |
$372K - $411K
|
20.5K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 100.0% |
$349K - $386K
|
10.2K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.89K+ 18.33% |
$337K - $372K
|
31.6K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 0.33% |
$206K - $227K
|
916K
$72.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$189K - $209K
|
2.75K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.65KNew |
$182K - $201K
|
2.65K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 2.75% |
$160K - $176K
|
86.7K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21K+ 73.67% |
$152K - $168K
|
5.22K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.09K+ 100.0% |
$144K - $159K
|
4.19K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 1.6% |
$131K - $145K
|
121K
$9.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 9.91% |
$120K - $133K
|
19.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 281.73% |
$101K - $111K
|
1.99K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.46K+ 738.38% |
$101K - $111K
|
1.66K
$132K
|
|