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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.25K+ 5.99% |
$81.2K - $90.9K
|
22K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.7K- 88.77% |
$2.19M - $2.46M
|
4.26K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 1.76% |
$28.7K - $32.1K
|
24.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.14K+ 45.92% |
$140K - $156K
|
6.81K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 9.82% |
$1.53M - $1.71M
|
262K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 13.78% |
$8.26M - $9.25M
|
794K
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.01K+ 15.07% |
$196K - $220K
|
23K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.18KNew |
$207K - $232K
|
3.18K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.02KNew |
$327K - $366K
|
5.02K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.74K+ 1.07% |
$244K - $273K
|
355K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$1.24M - $1.39M
|
19.1K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.02% |
$130 - $146
|
8.34K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.47K- 1.64% |
$421K - $472K
|
387K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$580K - $649K
|
8.9K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
400New |
$26.1K - $29.2K
|
400
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.76K- 18.65% |
$375K - $420K
|
25.1K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$65.2 - $73
|
3.89K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$3.13K - $3.5K
|
48
$3.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.04K- 6.75% |
$133K - $149K
|
28.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 2.84% |
$172K - $192K
|
95.6K
$7.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 10.52% |
$1.58M - $1.77M
|
255K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 4.62% |
$769K - $861K
|
267K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.35K- 22.87% |
$153K - $171K
|
7.91K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 8.12% |
$146K - $164K
|
25.4K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 4.07% |
$146K - $164K
|
57.5K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$101K - $113K
|
1.54K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.07KNew |
$591K - $661K
|
9.07K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
669+ 5.99% |
$43.6K - $48.8K
|
11.8K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 14.73% |
$2.01M - $2.25M
|
240K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-106- 2.7% |
$6.91K - $7.73K
|
3.82K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.8K+ 8.86% |
$2.65M - $2.97M
|
501K
$39.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 9.79% |
$10.9K - $12.3K
|
1.88K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 16.4% |
$7.71M - $8.64M
|
603K
$48M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
11+ 0.05% |
$717 - $803
|
22.2K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637New |
$41.5K - $46.5K
|
637
$50.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.75KNew |
$179K - $201K
|
2.75K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73+ 9.68% |
$4.76K - $5.33K
|
827
$65.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.24% |
$717 - $803
|
4.51K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.54K+ 10.91% |
$165K - $185K
|
25.8K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.12K+ 6.03% |
$72.7K - $81.4K
|
19.6K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-146- 1.87% |
$9.51K - $10.7K
|
7.68K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.08K- 10.53% |
$70.6K - $79K
|
9.21K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
8.06KNew |
$525K - $588K
|
8.06K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-215K- 98.53% |
$14M - $15.7M
|
3.2K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.46K- 9.12% |
$225K - $252K
|
34.4K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.23K- 6.14% |
$80.4K - $90K
|
18.9K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-454- 4.02% |
$29.6K - $33.1K
|
10.8K
$863K
|