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 |
|---|---|---|---|---|---|---|---|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-73Closed |
$4.36K - $5.08K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-150Closed |
$8.96K - $10.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-76.6KClosed |
$4.58M - $5.34M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-40Closed |
$2.39K - $2.78K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-74Closed |
$4.42K - $5.15K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-172KClosed |
$10.3M - $12M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.34K - $1.63K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8Closed |
$429 - $520
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15KClosed |
$805K - $975K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.84KClosed |
$98.5K - $119K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-41Closed |
$2.2K - $2.67K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.95KClosed |
$104K - $127K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-5.94KClosed |
$292K - $332K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38Closed |
$1.32K - $1.86K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-58Closed |
$2.02K - $2.84K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-1KClosed |
$34.8K - $49K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-985Closed |
$34.2K - $48.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26.5K- 96.46% |
$832K - $1.26M
|
972
$78K
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-24Closed |
$754 - $1.14K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.83KClosed |
$57.6K - $87.3K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-217Closed |
$6.82K - $10.3K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.92KClosed |
$60.2K - $91.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.2KClosed |
$601K - $670K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290Closed |
$11.4K - $12.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-245Closed |
$9.67K - $10.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-988Closed |
$39.6K - $42.7K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.54KClosed |
$61.7K - $66.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9Closed |
$349 - $380
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3Closed |
$116 - $127
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-355Closed |
$13.8K - $15K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.2KClosed |
$37.7K - $47.5K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.91KClosed |
$60K - $75.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69.5KClosed |
$2.1M - $2.71M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.8KClosed |
$325K - $420K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Altshuler Shaham LTD
|
SELL
|
- |
-9Closed |
$329 - $356
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19Closed |
$694 - $752
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8Closed |
$269 - $302
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.25KClosed |
$41.1K - $45.5K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-174Closed |
$5.53K - $5.87K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$47.3K - $50.3K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Aug 30, 2024
Q3 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 83.33% |
$5.46K - $5.53K
|
35
$2.81K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$31.2 - $31.6
|
1
$80.3
|
|
| Q1 2011 | |||||||
|
Jul 24, 2019
Q1 2011
|
Toews Corp
|
SELL
|
- |
-2.44KClosed |
N/A
|
0
$0
|
|