Latest Institutional Transactions on Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-105- 0.63% |
$7.58K - $8.55K
|
16.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.52K+ 9.48% |
$254K - $287K
|
40.7K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-56- 0.78% |
$4.04K - $4.56K
|
7.14K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-151- 1.81% |
$10.9K - $12.3K
|
8.21K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
935+ 20.33% |
$67.5K - $76.1K
|
5.53K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
545+ 3.99% |
$39.3K - $44.4K
|
14.2K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.3K+ 1.41% |
$93.9K - $106K
|
93.6K
$7.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
22.2KNew |
$1.6M - $1.81M
|
22.2K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.94K+ 4.28% |
$212K - $239K
|
71.5K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 6.96% |
$122K - $138K
|
26K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.94K- 1.63% |
$140K - $158K
|
117K
$9.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$1.27M - $1.44M
|
17.6K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45New |
$3.25K - $3.66K
|
45
$3.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
930+ 5.83% |
$67.1K - $75.7K
|
16.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.8K+ 198.97% |
$2.3M - $2.59M
|
47.8K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 1240.6% |
$2.54M - $2.86M
|
38K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.92K+ 23.26% |
$283K - $319K
|
20.8K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
761+ 5.02% |
$54.9K - $62K
|
15.9K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.39K+ 19.21% |
$317K - $357K
|
27.2K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.21K- 43.42% |
$232K - $261K
|
4.19K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$72.2 - $81.4
|
4.98K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-459- 0.21% |
$33.1K - $37.4K
|
219K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.22% |
$577 - $651
|
3.56K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
416+ 2.47% |
$30K - $33.9K
|
17.3K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 2.44% |
$10.2K - $11.5K
|
5.91K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.66K+ 6.1% |
$192K - $217K
|
46.3K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.41K+ 12.74% |
$246K - $278K
|
30.2K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 3.93% |
$20.8K - $23.4K
|
7.04K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.78KNew |
$201K - $226K
|
2.78K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
848+ 10.44% |
$61.2K - $69K
|
8.97K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.89KNew |
$353K - $398K
|
4.89K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 1.84% |
$726K - $819K
|
558K
$44.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$938 - $1.06K
|
6.12K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
4.1K+ 8.02% |
$296K - $333K
|
55.1K
$4.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.22% |
$1.52K - $1.71K
|
9.6K
$764K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-302- 0.25% |
$21.8K - $24.6K
|
122K
$9.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-400- 2.01% |
$28.9K - $32.6K
|
19.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.96K+ 23.68% |
$214K - $241K
|
15.5K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.84K+ 19.65% |
$277K - $313K
|
23.4K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-465- 0.3% |
$33.6K - $37.9K
|
156K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
532+ 5.92% |
$38.4K - $43.3K
|
9.53K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-409- 1.51% |
$29.5K - $33.3K
|
26.7K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46K+ 33.45% |
$250K - $281K
|
13.8K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 1.6% |
$4.33K - $4.88K
|
3.69K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.04% |
$1.3K - $1.47K
|
43.2K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
288+ 3.94% |
$20.8K - $23.4K
|
7.6K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
999+ 0.89% |
$72.1K - $81.3K
|
114K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
762+ 22.5% |
$55K - $62K
|
4.15K
$330K
|