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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
562+ 13.95% |
$36.8K - $44.8K
|
4.59K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
515+ 3.84% |
$33.7K - $41K
|
13.9K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
510+ 4.57% |
$33.4K - $40.6K
|
11.7K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
470+ 6.27% |
$30.7K - $37.4K
|
7.96K
$660K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
430+ 1.2% |
$28.1K - $34.3K
|
36.4K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
370New |
$24.2K - $29.5K
|
370
$30.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
352+ 6.15% |
$23K - $28K
|
6.08K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
303+ 2.99% |
$19.8K - $24.1K
|
10.4K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
256+ 1.99% |
$16.7K - $20.4K
|
13.1K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
243+ 4.12% |
$15.9K - $19.4K
|
6.14K
$509K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
228New |
$14.9K - $18.2K
|
228
$18.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
205+ 6.88% |
$13.4K - $16.3K
|
3.18K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
171+ 0.25% |
$11.2K - $13.6K
|
69K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
133+ 4.82% |
$8.7K - $10.6K
|
2.89K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96New |
$6.28K - $7.65K
|
96
$7.96K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.5% |
$3.86K - $4.7K
|
11.9K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.18% |
$2.42K - $2.95K
|
20.9K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.79% |
$1.83K - $2.23K
|
1.6K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
24+ 0.04% |
$1.57K - $1.91K
|
55.4K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21+ 5.82% |
$1.37K - $1.67K
|
382
$31.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
19+ 0.33% |
$1.24K - $1.51K
|
5.69K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.84% |
$1.18K - $1.43K
|
2.16K
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 0.34% |
$1.05K - $1.27K
|
4.79K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
14+ 0.33% |
$916 - $1.12K
|
4.26K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12+ 0.18% |
$785 - $956
|
6.86K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.34% |
$720 - $876
|
3.22K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$458 - $558
|
4.59K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.25% |
$327 - $398
|
2K
$166K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.1% |
$262 - $319
|
3.91K
$324K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.42% |
$262 - $319
|
958
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$196 - $239
|
2.71K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.43% |
$196 - $239
|
705
$58.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.29% |
$131 - $159
|
692
$57.4K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2New |
$131 - $159
|
2
$166
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$131 - $159
|
977
$81K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$65.4 - $79.7
|
43.6K
$3.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$65.4 - $79.7
|
482
$39.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$65.4 - $79.7
|
177
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15- 0.32% |
$981 - $1.19K
|
4.71K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-21- 2.15% |
$1.37K - $1.67K
|
957
$79.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.43% |
$1.83K - $2.23K
|
1.93K
$160K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.66% |
$2.03K - $2.47K
|
4.69K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.24% |
$3.07K - $3.74K
|
3.74K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-66- 0.7% |
$4.32K - $5.26K
|
9.33K
$773K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-88- 2.1% |
$5.76K - $7.01K
|
4.1K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-88- 3.25% |
$5.76K - $7.01K
|
2.62K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-92- 22.55% |
$6.02K - $7.33K
|
316
$26.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124- 3.91% |
$8.11K - $9.88K
|
3.05K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-241- 3.27% |
$15.8K - $19.2K
|
7.12K
$590K
|