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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-587- 1.71% |
$32.4K - $35.8K
|
33.7K
$2.61M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.86K - $4.27K
|
70
$5.43K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-600- 43.67% |
$33.1K - $36.6K
|
774
$60K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 28.57% |
$55.2K - $60.9K
|
4.5K
$349K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.8KNew |
$96.1K - $110K
|
1.8K
$140K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
120+ 2.99% |
$6.41K - $7.3K
|
4.13K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 38.0% |
$4.06K - $4.62K
|
276
$21.4K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.37K- 1.4% |
$73.3K - $83.5K
|
96.8K
$7.51M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-454- 9.85% |
$24.2K - $27.6K
|
4.16K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
226New |
$12.1K - $13.8K
|
226
$17.5K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
185New |
$9.88K - $11.3K
|
185
$14.3K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.7K+ 42.29% |
$947K - $1.08M
|
59.7K
$4.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.31% |
$241K - $274K
|
66.1K
$5.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$53.4 - $60.9
|
1
$77.5
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
104+ 2.58% |
$5.55K - $6.33K
|
4.14K
$321K
|
|
| 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
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 2.23% |
$17.6K - $20.7K
|
16.4K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.3KNew |
$310K - $363K
|
6.3K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.39KNew |
$216K - $253K
|
4.39K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.36KNew |
$165K - $194K
|
3.36K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.89KNew |
$438K - $513K
|
8.89K
$690K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.5K- 58.96% |
$221K - $260K
|
3.13K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112New |
$5.51K - $6.46K
|
112
$8.68K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4- 0.02% |
$197 - $231
|
20.5K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
8.84KNew |
$435K - $510K
|
8.84K
$686K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
178New |
$8.76K - $10.3K
|
178
$13.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$196K - $230K
|
3.98K
$309K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-820- 3.27% |
$40.3K - $47.3K
|
24.2K
$1.88M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.3K- 15.99% |
$65.4K - $79.4K
|
6.83K
$530K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255New |
$12.8K - $15.6K
|
255
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 8.26% |
$191K - $232K
|
49.8K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
59.2KNew |
$2.98M - $3.61M
|
59.2K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-840- 94.81% |
$42.3K - $51.3K
|
46
$3.57K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 7.93% |
$106K - $129K
|
24.5K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$27.7K - $33.6K
|
550
$42.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.21K+ 10.48% |
$262K - $318K
|
54.9K
$4.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.39% |
$102K - $124K
|
19.9K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.43K+ 4.86% |
$173K - $209K
|
73.9K
$5.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.25% |
$151 - $183
|
1.2K
$93K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.2K- 29.22% |
$111K - $134K
|
5.32K
$413K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-415- 7.35% |
$20.9K - $25.3K
|
5.23K
$406K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$18.6K - $22.6K
|
370
$28.7K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.51KNew |
$76K - $92.2K
|
1.51K
$117K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.2K- 72.02% |
$558K - $732K
|
4.37K
$339K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-792- 13.79% |
$39.3K - $51.6K
|
4.95K
$384K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.5KClosed |
$918K - $1.2M
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.4KNew |
$119K - $156K
|
2.4K
$186K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
4.01KNew |
$199K - $262K
|
4.01K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-272Closed |
$13.5K - $17.7K
|
0
$0
|
|