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 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-276- 3.06% |
$18.1K - $22K
|
8.73K
$723K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-282- 3.34% |
$18.4K - $22.5K
|
8.15K
$675K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-320- 1.8% |
$20.9K - $25.5K
|
17.5K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-338- 1.44% |
$22.1K - $26.9K
|
23.2K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-375- 20.86% |
$24.5K - $29.9K
|
1.42K
$118K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-390- 23.85% |
$25.5K - $31.1K
|
1.25K
$103K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-436- 1.8% |
$28.5K - $34.7K
|
23.8K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-451- 2.66% |
$29.5K - $35.9K
|
16.5K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-458- 1.47% |
$30K - $36.5K
|
30.6K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-621- 9.98% |
$40.6K - $49.5K
|
5.6K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-655- 18.53% |
$42.8K - $52.2K
|
2.88K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-830- 1.1% |
$54.3K - $66.1K
|
74.5K
$6.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-897- 6.91% |
$58.7K - $71.5K
|
12.1K
$1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-992- 0.76% |
$64.9K - $79K
|
129K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.34K- 33.5% |
$87.3K - $106K
|
2.65K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.39K- 2.79% |
$91.2K - $111K
|
48.6K
$4.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.53K- 7.91% |
$100K - $122K
|
17.9K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.66K- 7.99% |
$108K - $132K
|
19.1K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.97K- 18.8% |
$129K - $157K
|
8.52K
$706K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.07K- 34.82% |
$136K - $165K
|
3.88K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.39K- 16.7% |
$157K - $191K
|
11.9K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 2.91% |
$223K - $272K
|
114K
$9.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.69K- 1.15% |
$241K - $294K
|
318K
$26.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.77K- 76.52% |
$508K - $619K
|
2.38K
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 4.16% |
$1.09M - $1.32M
|
382K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 21.23% |
$1.44M - $1.75M
|
81.6K
$6.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47K- 84.34% |
$3.07M - $3.74M
|
8.73K
$723K
|