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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100KNew |
$6.9M - $7.63M
|
100K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 7.37% |
$2.65M - $2.93M
|
562K
$43.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 25.17% |
$1.53M - $1.69M
|
110K
$8.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
19.9K+ 12.86% |
$1.37M - $1.51M
|
175K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
19.9K+ 12.86% |
$1.37M - $1.51M
|
175K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.15M - $1.27M
|
16.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 1.4% |
$1.12M - $1.24M
|
1.18M
$90.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
14.8KNew |
$1.02M - $1.12M
|
14.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$950K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.4KNew |
$784K - $867K
|
11.4K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11.1K+ 8.54% |
$766K - $847K
|
142K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 54.08% |
$750K - $829K
|
31.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.36KNew |
$644K - $711K
|
9.36K
$720K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.74K+ 16.76% |
$532K - $588K
|
53.9K
$4.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.24K+ 7.79% |
$498K - $550K
|
100K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.17K+ 3.72% |
$425K - $469K
|
172K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.48K+ 2.66% |
$377K - $417K
|
211K
$16.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.41K+ 35.89% |
$372K - $411K
|
20.5K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 100.0% |
$349K - $386K
|
10.2K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.89K+ 18.33% |
$337K - $372K
|
31.6K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.24KNew |
$292K - $322K
|
4.24K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 0.33% |
$206K - $227K
|
916K
$70.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$189K - $209K
|
2.75K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.65KNew |
$182K - $201K
|
2.65K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.54K+ 11.19% |
$174K - $193K
|
25.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 2.75% |
$160K - $176K
|
86.7K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21K+ 73.67% |
$152K - $168K
|
5.22K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.09K+ 100.0% |
$144K - $159K
|
4.19K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.91K+ 1.6% |
$131K - $145K
|
121K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 9.91% |
$120K - $133K
|
19.3K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 281.73% |
$101K - $111K
|
1.99K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.46K+ 738.38% |
$101K - $111K
|
1.66K
$128K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$99.8K - $110K
|
1.45K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$97.9K - $108K
|
1.42K
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 9.06% |
$96.1K - $106K
|
16.8K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$94.3K - $104K
|
1.37K
$105K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.35K+ 21.79% |
$93K - $103K
|
7.56K
$581K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.01K+ 20.47% |
$69.4K - $76.7K
|
5.94K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
778+ 22.52% |
$53.5K - $59.1K
|
4.23K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
737+ 14.38% |
$50.7K - $56K
|
5.86K
$451K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
686+ 508.15% |
$47.2K - $52.1K
|
821
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
451+ 0.45% |
$31K - $34.3K
|
100K
$7.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
446+ 15.45% |
$30.7K - $33.9K
|
3.33K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
328New |
$22.6K - $24.9K
|
328
$25.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 9.83% |
$21.2K - $23.4K
|
3.44K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
276+ 6.16% |
$19K - $21K
|
4.76K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
265+ 1.16% |
$18.2K - $20.1K
|
23.1K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 3.54% |
$16.2K - $17.9K
|
6.9K
$531K
|