Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 25.4% |
$2.19M - $2.44M
|
89.5K
$6.89M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24K- 6.95% |
$1.73M - $1.92M
|
322K
$24.7M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-23.9K- 79.37% |
$1.72M - $1.91M
|
6.22K
$479K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10KClosed |
$723K - $803K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.47K- 23.2% |
$322K - $357K
|
14.8K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.93K- 2.13% |
$283K - $314K
|
180K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.13K- 2.6% |
$225K - $250K
|
117K
$9.02M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.9K- 32.73% |
$209K - $232K
|
5.96K
$458K
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.78K- 21.53% |
$200K - $222K
|
10.1K
$780K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 24.35% |
$182K - $202K
|
7.85K
$604K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.28K- 3.28% |
$164K - $183K
|
67.4K
$5.19M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.24K- 50.0% |
$161K - $179K
|
2.24K
$172K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.64% |
$153K - $170K
|
43.6K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.06K- 62.9% |
$148K - $165K
|
1.22K
$93.5K
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.67K- 2.54% |
$120K - $133K
|
64K
$4.92M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 27.12% |
$115K - $128K
|
4.3K
$331K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.47K- 12.31% |
$106K - $118K
|
10.5K
$807K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.43K- 1.36% |
$103K - $114K
|
104K
$7.97M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 2.33% |
$87.4K - $97K
|
51K
$3.92M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.17K- 6.16% |
$84.3K - $93.5K
|
17.8K
$1.37M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 10.15% |
$73.2K - $81.3K
|
9.01K
$693K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-965- 1.9% |
$69.5K - $77.1K
|
49.9K
$3.84M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-824- 13.49% |
$59.3K - $65.9K
|
5.28K
$406K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-784- 3.62% |
$56.5K - $62.7K
|
20.9K
$1.6M
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-769- 4.34% |
$55.4K - $61.5K
|
17K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-710- 0.59% |
$51.1K - $56.8K
|
120K
$9.25M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-673- 15.99% |
$48.5K - $53.8K
|
3.54K
$272K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-587- 2.76% |
$42.3K - $46.9K
|
20.7K
$1.59M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 20.0% |
$36K - $40K
|
2K
$154K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-397- 7.97% |
$28.6K - $31.7K
|
4.59K
$353K
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-355- 5.89% |
$25.6K - $28.4K
|
5.68K
$437K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-293- 2.56% |
$21.1K - $23.4K
|
11.1K
$858K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-235- 0.62% |
$16.9K - $18.8K
|
37.6K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-228- 1.73% |
$16.4K - $18.2K
|
13K
$999K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-208- 0.37% |
$15K - $16.6K
|
55.7K
$4.29M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-187- 1.95% |
$13.5K - $14.9K
|
9.4K
$723K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-160- 1.23% |
$11.5K - $12.8K
|
12.9K
$991K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-102- 0.18% |
$7.35K - $8.15K
|
55.4K
$4.26M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.39% |
$7.2K - $7.99K
|
2.85K
$219K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 2.45% |
$7.06K - $7.83K
|
3.91K
$301K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 1.27% |
$4.39K - $4.88K
|
4.73K
$364K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-38- 0.9% |
$2.74K - $3.04K
|
4.19K
$322K
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-29- 0.61% |
$2.09K - $2.32K
|
4.72K
$363K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-16- 0.38% |
$1.15K - $1.28K
|
4.24K
$326K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- 0.17% |
$864 - $959
|
6.85K
$527K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.8% |
$792 - $879
|
1.36K
$105K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 2.86% |
$720 - $799
|
340
$26.2K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.46% |
$648 - $719
|
1.96K
$151K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-8- 0.09% |
$576 - $640
|
8.43K
$649K
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$576 - $640
|
36K
$2.77M
|