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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$283K - $348K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.62% |
$295 - $363
|
196
$15.7K
|
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-101KClosed |
$5.95M - $7.32M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-588Closed |
$34.7K - $42.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-41.4KClosed |
$2.44M - $3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.76KClosed |
$163K - $200K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-108Closed |
$6.37K - $7.84K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.21KClosed |
$189K - $233K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.42KClosed |
$202K - $248K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-364KClosed |
$21.5M - $26.4M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-656- 14.77% |
$38.7K - $47.6K
|
3.79K
$304K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.26KClosed |
$251K - $309K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.15KNew |
$146K - $164K
|
2.15K
$172K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.7KClosed |
$2.09M - $2.34M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2KClosed |
$1.52M - $1.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
888New |
$60.6K - $67.8K
|
888
$71.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-15.9KClosed |
$1.09M - $1.22M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.75KNew |
$460K - $515K
|
6.75K
$541K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19.3KClosed |
$1.32M - $1.48M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
420New |
$28.6K - $32.1K
|
420
$33.7K
|
|
|
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
$27.4K
|
|
|
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
$8.66K
|
|
|
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
$924K
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.21KClosed |
$200K - $222K
|
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
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.63K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
80+ 500.0% |
$5K - $5.54K
|
96
$7.7K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
200+ 500.0% |
$12.5K - $13.8K
|
240
$19.3K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.53K+ 500.0% |
$221K - $244K
|
4.24K
$340K
|
|
|
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
$792K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 500.0% |
$2.19K - $2.42K
|
42
$3.37K
|
|
|
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 Financial Services, Inc.
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$44.1K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$44.1K
|
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.46KClosed |
$154K - $170K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.63K
|
|
|
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
|
|