Purchases and Sales Made in Q4 2024 in Ishares Morningstar Mid Cap Et (IMCB)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Et (IMCB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.1K
|
220
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
212+ 4.46% |
$15.9K - $17.4K
|
4.97K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189New |
$14.2K - $15.5K
|
189
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
168New |
$12.6K - $13.8K
|
168
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
157+ 19.12% |
$11.8K - $12.9K
|
978
$75.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
144+ 2.98% |
$10.8K - $11.8K
|
4.98K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 50.0% |
$7.52K - $8.22K
|
300
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
$4.51K - $4.93K
|
60
$4.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 0.22% |
$3.54K - $3.86K
|
21.6K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
34+ 0.29% |
$2.56K - $2.79K
|
11.8K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 0.04% |
$1.96K - $2.14K
|
68.6K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
24+ 0.4% |
$1.81K - $1.97K
|
6.03K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.4% |
$1.43K - $1.56K
|
4.76K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
17+ 0.4% |
$1.28K - $1.4K
|
4.26K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
17New |
$1.28K - $1.4K
|
17
$1.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.1% |
$1.2K - $1.31K
|
1.47K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.41% |
$978 - $1.07K
|
3.19K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.3% |
$451 - $493
|
1.99K
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.31% |
$226 - $247
|
972
$75.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$150 - $164
|
2.7K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.42% |
$150 - $164
|
479
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$150 - $164
|
2.81K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$75.2 - $82.2
|
176
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$75.2 - $82.2
|
7.36K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.09% |
$301 - $329
|
4.23K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.17% |
$602 - $657
|
4.79K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11- 0.32% |
$827 - $904
|
3.47K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 4.74% |
$903 - $986
|
241
$18.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17- 0.03% |
$1.28K - $1.4K
|
55.9K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.09% |
$1.5K - $1.64K
|
23.1K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 5.51% |
$1.58K - $1.73K
|
360
$27.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-52- 1.63% |
$3.91K - $4.27K
|
3.13K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 1.89% |
$3.91K - $4.27K
|
2.7K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-59- 2.23% |
$4.44K - $4.85K
|
2.59K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 10.23% |
$6.62K - $7.23K
|
772
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-113- 1.62% |
$8.5K - $9.29K
|
6.86K
$531K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-117- 0.21% |
$8.8K - $9.61K
|
55.5K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 0.78% |
$11.3K - $12.3K
|
19K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-150- 0.42% |
$11.3K - $12.3K
|
36K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-162- 3.89% |
$12.2K - $13.3K
|
4.01K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 8.47% |
$13.7K - $15K
|
1.97K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-193- 2.8% |
$14.5K - $15.9K
|
6.71K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 5.49% |
$15K - $16.4K
|
3.45K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-324- 0.85% |
$24.4K - $26.6K
|
37.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 3.22% |
$25.1K - $27.4K
|
10K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-449- 1.78% |
$33.8K - $36.9K
|
24.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-451- 3.79% |
$33.9K - $37.1K
|
11.4K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-473- 2.6% |
$35.6K - $38.9K
|
17.7K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-490- 0.95% |
$36.9K - $40.3K
|
50.9K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-548- 3.68% |
$41.2K - $45K
|
14.3K
$1.11M
|