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 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$699K - $783K
|
10.7K
$864K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
475+ 4.55% |
$30.9K - $34.7K
|
10.9K
$879K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-8.13K- 28.24% |
$529K - $593K
|
20.7K
$1.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-488- 8.28% |
$31.8K - $35.6K
|
5.41K
$435K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.25K+ 4.78% |
$211K - $237K
|
71.2K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7- 0.03% |
$456 - $511
|
26.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 11.51% |
$286K - $321K
|
33.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.47K- 20.35% |
$552K - $618K
|
33.1K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 0.32% |
$5.86K - $6.57K
|
27.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.61K+ 10.04% |
$105K - $118K
|
17.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.2K- 16.9% |
$2.36M - $2.64M
|
178K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
161K+ 15.3% |
$10.5M - $11.7M
|
1.21M
$97.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
705+ 3.54% |
$45.9K - $51.4K
|
20.6K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.26% |
$652 - $730
|
3.82K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.8K- 21.67% |
$1.55M - $1.74M
|
86K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 0.93% |
$3.52K - $3.94K
|
5.77K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
115+ 1.71% |
$7.49K - $8.39K
|
6.83K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 2.85% |
$17.5K - $19.6K
|
9.14K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-79.6K- 15.37% |
$5.19M - $5.81M
|
438K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
154+ 1.07% |
$10K - $11.2K
|
14.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 31.89% |
$727K - $814K
|
46.1K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.93K- 14.82% |
$126K - $141K
|
11.1K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.02% |
$130 - $146
|
12.3K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 27.66% |
$557K - $623K
|
22.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105+ 55.26% |
$6.84K - $7.66K
|
295
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.78M - $2M
|
27.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.51KNew |
$359K - $402K
|
5.51K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-699- 33.72% |
$45.5K - $51K
|
1.37K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.19K- 0.49% |
$77.7K - $87.1K
|
244K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.25K+ 5.99% |
$81.2K - $90.9K
|
22K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.7K- 88.77% |
$2.19M - $2.46M
|
4.26K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 1.76% |
$28.7K - $32.1K
|
24.5K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.14K+ 45.92% |
$140K - $156K
|
6.81K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 9.82% |
$1.53M - $1.71M
|
262K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 13.78% |
$8.26M - $9.25M
|
794K
$63.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.01K+ 15.07% |
$196K - $220K
|
23K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.18KNew |
$207K - $232K
|
3.18K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.02KNew |
$327K - $366K
|
5.02K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.74K+ 1.07% |
$244K - $273K
|
355K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$1.24M - $1.39M
|
19.1K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.02% |
$130 - $146
|
8.34K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.47K- 1.64% |
$421K - $472K
|
387K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$580K - $649K
|
8.9K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
400New |
$26.1K - $29.2K
|
400
$32.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.76K- 18.65% |
$375K - $420K
|
25.1K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$65.2 - $73
|
3.89K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.04K- 6.75% |
$133K - $149K
|
28.2K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 2.84% |
$172K - $192K
|
95.6K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$3.13K - $3.5K
|
48
$3.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 10.52% |
$1.58M - $1.77M
|
255K
$20.5M
|