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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-605- 0.35% |
$45.5K - $49.7K
|
174K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-605- 0.35% |
$45.5K - $49.7K
|
174K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-640- 26.38% |
$48.1K - $52.6K
|
1.79K
$138K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-660- 15.77% |
$49.6K - $54.2K
|
3.53K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-720- 2.85% |
$54.2K - $59.2K
|
24.6K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-720- 18.92% |
$54.2K - $59.2K
|
3.09K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-733- 16.78% |
$55.1K - $60.2K
|
3.64K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-835- 16.56% |
$62.8K - $68.6K
|
4.21K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-847- 2.73% |
$63.7K - $69.6K
|
30.2K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.01K- 17.08% |
$76.3K - $83.3K
|
4.92K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.07K- 4.25% |
$80.7K - $88.2K
|
24.2K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.24K- 9.4% |
$93.3K - $102K
|
12K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.28K- 1.05% |
$96K - $105K
|
120K
$9.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 49.74% |
$125K - $136K
|
1.68K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 3.24% |
$132K - $144K
|
52.2K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.9K- 23.35% |
$218K - $238K
|
9.51K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.96K- 18.64% |
$223K - $243K
|
12.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.3K- 6.15% |
$324K - $354K
|
65.7K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.39K- 62.53% |
$330K - $361K
|
2.63K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.49K- 5.18% |
$338K - $369K
|
82.2K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.75K- 6.38% |
$357K - $390K
|
69.7K
$5.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.79K- 32.34% |
$360K - $394K
|
10K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.08K- 50.0% |
$382K - $417K
|
5.08K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.3K- 46.44% |
$398K - $435K
|
6.11K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.31K- 33.86% |
$399K - $436K
|
10.4K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.44K- 1.98% |
$559K - $611K
|
367K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.8K- 37.92% |
$886K - $968K
|
19.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 10.62% |
$1.08M - $1.18M
|
120K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.3K- 22.68% |
$1.6M - $1.75M
|
72.5K
$5.62M
|