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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$258K - $293K
|
4.14K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$112K - $127K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.88KNew |
$242K - $274K
|
3.88K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$1.37K - $1.55K
|
22
$1.51K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50- 1.42% |
$3.12K - $3.53K
|
3.48K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65- 38.01% |
$4.06K - $4.59K
|
106
$7.3K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
119KNew |
$7.44M - $8.43M
|
119K
$8.21M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-280- 6.71% |
$17.5K - $19.8K
|
3.89K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.42K- 3.58% |
$276K - $312K
|
119K
$8.19M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
410New |
$25.6K - $29K
|
410
$28.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.12K - $1.27K
|
18
$1.24K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.42K+ 11.42% |
$214K - $242K
|
33.4K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-244- 6.55% |
$15.2K - $17.2K
|
3.48K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$6.24K - $7.07K
|
100
$6.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.8K+ 10.19% |
$237K - $268K
|
41.1K
$2.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
6.1KNew |
$381K - $431K
|
6.1K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
12.4KNew |
$774K - $877K
|
12.4K
$854K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
636New |
$39.7K - $45K
|
636
$43.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 6.8% |
$624 - $707
|
157
$10.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.5KNew |
$720K - $816K
|
11.5K
$794K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38+ 0.39% |
$2.37K - $2.69K
|
9.72K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
824+ 300.73% |
$51.4K - $58.2K
|
1.1K
$75.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3KNew |
$187K - $212K
|
3K
$206K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19New |
$1.01K - $1.23K
|
19
$1.31K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.3KNew |
$69.2K - $84.4K
|
1.3K
$89.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$2.29K - $2.79K
|
43
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-111- 0.37% |
$5.91K - $7.2K
|
29.8K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.7KNew |
$731K - $891K
|
13.7K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$605K - $738K
|
11.4K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.45M - $1.77M
|
27.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1M - $1.22M
|
18.8K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.45KNew |
$184K - $224K
|
3.45K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
180New |
$9.58K - $11.7K
|
180
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.65KNew |
$88K - $107K
|
1.65K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105New |
$5.59K - $6.81K
|
105
$7.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.24KNew |
$172K - $210K
|
3.24K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$53.2 - $64.9
|
6.26K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.88KNew |
$260K - $317K
|
4.88K
$336K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.54% |
$1.38K - $1.69K
|
4.84K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$319 - $389
|
887
$61.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
28.9KNew |
$1.54M - $1.88M
|
28.9K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $260
|
693
$47.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$266 - $325
|
5
$344
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.3KNew |
$175K - $214K
|
3.3K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-150- 3.81% |
$7.99K - $9.74K
|
3.79K
$261K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 0.49% |
$4.31K - $5.26K
|
16.6K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 16.22% |
$65.8K - $80.2K
|
6.39K
$440K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$69K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
26.7KNew |
$1.42M - $1.73M
|
26.7K
$1.84M
|
|
| Q3 2023 | |||||||
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.37K+ 3.96% |
$77.3K - $86.5K
|
36K
$2.47M
|
|