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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-570Closed |
$38.9K - $43.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-30.7KClosed |
$2.09M - $2.34M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.37KClosed |
$495K - $540K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.24KClosed |
$218K - $238K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
342New |
$23K - $25.1K
|
342
$26.5K
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.64KClosed |
$312K - $341K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
108New |
$7.26K - $7.92K
|
108
$8.37K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-20.7KClosed |
$1.39M - $1.51M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$65.4K - $72.5K
|
0
$0
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2Closed |
$125 - $138
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.14KClosed |
$134K - $148K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.6K+ 500.0% |
$600K - $665K
|
11.5K
$893K
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.21KClosed |
$200K - $222K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.16KClosed |
$385K - $426K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7KClosed |
$671K - $743K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
80+ 500.0% |
$5K - $5.54K
|
96
$7.44K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.3K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.53K+ 500.0% |
$221K - $244K
|
4.24K
$328K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
200+ 500.0% |
$12.5K - $13.8K
|
240
$18.6K
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.59KClosed |
$224K - $249K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
8.23K+ 500.0% |
$514K - $570K
|
9.88K
$766K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 500.0% |
$2.19K - $2.42K
|
42
$3.26K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$4.06K - $4.5K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$42.6K
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.3K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$42.6K
|
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.46KClosed |
$154K - $170K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Pacific Wealth Management
|
SELL
|
- |
-1.79KClosed |
$112K - $124K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-6.24KClosed |
$373K - $435K
|
0
$0
|
|
|
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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15KClosed |
$805K - $975K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8Closed |
$429 - $520
|
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
$75.4K
|
|
|
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
|
|