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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47K- 84.34% |
$3.07M - $3.74M
|
8.73K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 21.23% |
$1.44M - $1.75M
|
81.6K
$6.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 4.16% |
$1.09M - $1.32M
|
382K
$30.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.77K- 76.52% |
$508K - $619K
|
2.38K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.69K- 1.15% |
$241K - $294K
|
318K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 2.91% |
$223K - $272K
|
114K
$9.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.39K- 16.7% |
$157K - $191K
|
11.9K
$957K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.07K- 34.82% |
$136K - $165K
|
3.88K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 18.8% |
$129K - $157K
|
8.52K
$683K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 7.99% |
$108K - $132K
|
19.1K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.53K- 7.91% |
$100K - $122K
|
17.9K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.39K- 2.79% |
$91.2K - $111K
|
48.6K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.34K- 33.5% |
$87.3K - $106K
|
2.65K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-830- 1.1% |
$54.3K - $66.1K
|
74.5K
$5.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-655- 18.53% |
$42.8K - $52.2K
|
2.88K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-621- 9.98% |
$40.6K - $49.5K
|
5.6K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-458- 1.47% |
$30K - $36.5K
|
30.6K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-451- 2.66% |
$29.5K - $35.9K
|
16.5K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-436- 1.8% |
$28.5K - $34.7K
|
23.8K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-390- 23.85% |
$25.5K - $31.1K
|
1.25K
$99.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-375- 20.86% |
$24.5K - $29.9K
|
1.42K
$114K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-338- 1.44% |
$22.1K - $26.9K
|
23.2K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-320- 1.8% |
$20.9K - $25.5K
|
17.5K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-282- 3.34% |
$18.4K - $22.5K
|
8.15K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-276- 3.06% |
$18.1K - $22K
|
8.73K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-241- 3.27% |
$15.8K - $19.2K
|
7.12K
$571K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124- 3.91% |
$8.11K - $9.88K
|
3.05K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-92- 22.55% |
$6.02K - $7.33K
|
316
$25.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-88- 3.25% |
$5.76K - $7.01K
|
2.62K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-88- 2.1% |
$5.76K - $7.01K
|
4.1K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-66- 0.7% |
$4.32K - $5.26K
|
9.33K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.24% |
$3.07K - $3.74K
|
3.74K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.66% |
$2.03K - $2.47K
|
4.69K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.43% |
$1.83K - $2.23K
|
1.93K
$155K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 2.15% |
$1.37K - $1.67K
|
957
$76.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.32% |
$981 - $1.19K
|
4.71K
$378K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-413K- 85.42% |
$29.7M - $33M
|
70.5K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.47K- 23.2% |
$322K - $357K
|
14.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.28K- 3.28% |
$164K - $183K
|
67.4K
$5.41M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.24K- 50.0% |
$161K - $179K
|
2.24K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.06K- 62.9% |
$148K - $165K
|
1.22K
$97.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 27.12% |
$115K - $128K
|
4.3K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-824- 13.49% |
$59.3K - $65.9K
|
5.28K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 20.0% |
$36K - $40K
|
2K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-228- 1.73% |
$16.4K - $18.2K
|
13K
$1.04M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 4.97% |
$14.4K - $16K
|
3.82K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 3.39% |
$7.2K - $7.99K
|
2.85K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.8% |
$792 - $879
|
1.36K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 2.86% |
$720 - $799
|
340
$27.3K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.08K- 50.0% |
$382K - $417K
|
5.08K
$407K
|
|