Purchases and Sales Made in Q2 2025 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.7K+ 1347.15% |
$2.6M - $3.17M
|
42.7K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.5KNew |
$2.52M - $3.07M
|
38.5K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.43K+ 1.39% |
$159K - $194K
|
177K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
430+ 1.2% |
$28.1K - $34.3K
|
36.4K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.5% |
$3.86K - $4.7K
|
11.9K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$458 - $558
|
4.59K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$131 - $159
|
977
$78.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.66% |
$2.03K - $2.47K
|
4.69K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-436- 1.8% |
$28.5K - $34.7K
|
23.8K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-458- 1.47% |
$30K - $36.5K
|
30.6K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-621- 9.98% |
$40.6K - $49.5K
|
5.6K
$450K
|