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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
68+ 0.28% |
$4.9K - $5.44K
|
24.6K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.04% |
$2.09K - $2.32K
|
75.3K
$6.06M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27+ 0.86% |
$1.94K - $2.16K
|
3.16K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 0.36% |
$1.22K - $1.36K
|
4.77K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.34% |
$792 - $879
|
3.21K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$720 - $799
|
10
$804
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.25% |
$360 - $400
|
2K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$288 - $320
|
2.7K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$144 - $160
|
2.71K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$144 - $160
|
1.8K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.03% |
$144 - $160
|
6.71K
$540K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$144 - $160
|
481
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.48% |
$72 - $79.9
|
209
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.28% |
$72 - $79.9
|
361
$29K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$72 - $79.9
|
690
$55.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 2.44% |
$72 - $79.9
|
42
$3.38K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59KNew |
$4.44M - $4.85M
|
59K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
42.5KNew |
$3.2M - $3.49M
|
42.5K
$3.42M
|
|
|
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
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47K+ 50.69% |
$637K - $696K
|
25.2K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.22KNew |
$468K - $511K
|
6.22K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$301K - $329K
|
4K
$322K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 3.0% |
$287K - $313K
|
131K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.48K+ 66.78% |
$262K - $286K
|
8.7K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64KNew |
$199K - $217K
|
2.64K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$176K - $192K
|
2.34K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
344New |
$25.9K - $28.3K
|
344
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
308New |
$23.2K - $25.3K
|
308
$24.8K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
275+ 1100.0% |
$20.7K - $22.6K
|
300
$24.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
240New |
$18.1K - $19.7K
|
240
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.1K
|
220
$17.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189New |
$14.2K - $15.5K
|
189
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
157+ 19.12% |
$11.8K - $12.9K
|
978
$78.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 50.0% |
$7.52K - $8.22K
|
300
$24.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$4.51K - $4.93K
|
60
$4.83K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
17New |
$1.28K - $1.4K
|
17
$1.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$150 - $164
|
2.81K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$75.2 - $82.2
|
176
$14.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 7.37% |
$2.65M - $2.93M
|
562K
$45.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.4KNew |
$850K - $939K
|
12.4K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.36KNew |
$644K - $711K
|
9.36K
$752K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.48K+ 2.66% |
$377K - $417K
|
211K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91KNew |
$200K - $221K
|
2.91K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$99.8K - $110K
|
1.45K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
328New |
$22.6K - $24.9K
|
328
$26.4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 9.83% |
$21.2K - $23.4K
|
3.44K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
227New |
$15.6K - $17.3K
|
227
$18.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
220+ 1.86% |
$15.1K - $16.7K
|
12K
$968K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
161+ 3.37% |
$11.1K - $12.2K
|
4.94K
$397K
|
|