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 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-150- 3.81% |
$7.99K - $9.74K
|
3.79K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 0.49% |
$4.31K - $5.26K
|
16.6K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 16.22% |
$65.8K - $80.2K
|
6.39K
$512K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$80.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
26.7KNew |
$1.42M - $1.73M
|
26.7K
$2.14M
|
|
| Q3 2023 | |||||||
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.37K+ 3.96% |
$77.3K - $86.5K
|
36K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.8K- 25.59% |
$101K - $113K
|
5.22K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
123KNew |
$6.94M - $7.77M
|
123K
$9.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
818New |
$46.2K - $51.7K
|
818
$65.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-905Closed |
$51.1K - $57.2K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.6K- 6.32% |
$203K - $227K
|
53.4K
$4.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
31+ 0.83% |
$1.75K - $1.96K
|
3.78K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 2.39% |
$67.6K - $75.7K
|
48.9K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
593New |
$33.5K - $37.4K
|
593
$47.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 0.55% |
$3.39K - $3.79K
|
10.9K
$877K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-97- 2.0% |
$5.47K - $6.13K
|
4.74K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28.2K - $31.6K
|
500
$40.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.88KNew |
$219K - $245K
|
3.88K
$311K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$94.4K - $104K
|
9.6K
$770K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734New |
$40.5K - $44.7K
|
734
$58.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-84- 0.78% |
$4.64K - $5.12K
|
10.8K
$863K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
127+ 6.08% |
$7.01K - $7.74K
|
2.22K
$178K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$442 - $488
|
8
$642
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-587- 1.71% |
$32.4K - $35.8K
|
33.7K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.86K - $4.27K
|
70
$5.62K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-600- 43.67% |
$33.1K - $36.6K
|
774
$62.1K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 28.57% |
$55.2K - $60.9K
|
4.5K
$361K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.8KNew |
$96.1K - $110K
|
1.8K
$144K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
120+ 2.99% |
$6.41K - $7.3K
|
4.13K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 38.0% |
$4.06K - $4.62K
|
276
$22.1K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.37K- 1.4% |
$73.3K - $83.5K
|
96.8K
$7.77M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-454- 9.85% |
$24.2K - $27.6K
|
4.16K
$333K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
226New |
$12.1K - $13.8K
|
226
$18.1K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
185New |
$9.88K - $11.3K
|
185
$14.8K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.7K+ 42.29% |
$947K - $1.08M
|
59.7K
$4.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.31% |
$241K - $274K
|
66.1K
$5.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$53.4 - $60.9
|
1
$80.2
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
104+ 2.58% |
$5.55K - $6.33K
|
4.14K
$332K
|
|
| Q4 2022 | |||||||
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-547Closed |
$26.9K - $31.6K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125+ 208.33% |
$6.15K - $7.21K
|
185
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.3KNew |
$310K - $363K
|
6.3K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 2.23% |
$17.6K - $20.7K
|
16.4K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.39KNew |
$216K - $253K
|
4.39K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.89KNew |
$438K - $513K
|
8.89K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.36KNew |
$165K - $194K
|
3.36K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112New |
$5.51K - $6.46K
|
112
$8.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.5K- 58.96% |
$221K - $260K
|
3.13K
$251K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
8.84KNew |
$435K - $510K
|
8.84K
$709K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
178New |
$8.76K - $10.3K
|
178
$14.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$196K - $230K
|
3.98K
$319K
|
|