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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 29.84% |
$10.1M - $11.4M
|
610K
$48.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 0.18% |
$21.8K - $24.6K
|
171K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
19.6K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 7.38% |
$1.36M - $1.53M
|
236K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.12KNew |
$225K - $254K
|
3.12K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.38K- 67.17% |
$605K - $682K
|
4.1K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$214K - $241K
|
2.96K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.32K- 2.68% |
$95.6K - $108K
|
48K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1200.0% |
$866 - $977
|
13
$1.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.8KNew |
$2.73M - $3.08M
|
37.8K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58- 1.21% |
$4.19K - $4.72K
|
4.72K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.3K+ 7.85% |
$2.84M - $3.2M
|
540K
$43.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 8.12% |
$198K - $223K
|
31K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.37K+ 4.97% |
$315K - $355K
|
92.2K
$7.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 2.12% |
$131K - $148K
|
87.8K
$7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 8.3% |
$76.5K - $86.3K
|
13.8K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.72KNew |
$341K - $384K
|
4.72K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
980New |
$70.7K - $79.8K
|
980
$78.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.97KNew |
$214K - $242K
|
2.97K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
518+ 12.62% |
$37.4K - $42.2K
|
4.62K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.43K- 50.26% |
$536K - $605K
|
7.35K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
31.7KNew |
$2.29M - $2.58M
|
31.7K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
904KNew |
$65.2M - $73.6M
|
904K
$72.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.24K+ 29.09% |
$378K - $426K
|
23.2K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.88K- 13.24% |
$135K - $153K
|
12.3K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.18KNew |
$230K - $259K
|
3.18K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$144 - $163
|
718
$57.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
315+ 17.04% |
$22.7K - $25.6K
|
2.16K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163K+ 102908.86% |
$11.7M - $13.2M
|
163K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63+ 3.34% |
$4.55K - $5.13K
|
1.95K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
360New |
$26K - $29.3K
|
360
$28.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
497New |
$35.9K - $40.5K
|
497
$39.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 107.12% |
$179K - $202K
|
4.8K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-99- 0.8% |
$7.15K - $8.06K
|
12.2K
$975K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 345.8% |
$1.06M - $1.2M
|
19K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
355+ 1.08% |
$25.6K - $28.9K
|
33.3K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-340- 0.57% |
$24.5K - $27.7K
|
59.4K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
48.9K+ 58.98% |
$3.53M - $3.98M
|
132K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$361 - $407
|
6.37K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.75KNew |
$126K - $143K
|
1.75K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 5.93% |
$202K - $228K
|
50K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
963+ 1.1% |
$69.5K - $78.4K
|
88.6K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
242+ 0.47% |
$17.5K - $19.7K
|
51.9K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$650 - $733
|
4.05K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.19KNew |
$302K - $341K
|
4.19K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10.7K- 13.98% |
$770K - $869K
|
65.7K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 1.67% |
$15.2K - $17.1K
|
12.3K
$984K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$316K - $356K
|
4.38K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.38KNew |
$244K - $275K
|
3.38K
$270K
|