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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 55.53% |
$1.32M - $1.52M
|
15.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
388+ 19.93% |
$27K - $31K
|
2.34K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-756- 3.16% |
$52.7K - $60.5K
|
23.2K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22.5K+ 13.8% |
$1.57M - $1.8M
|
185K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-430Closed |
$30K - $34.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12K+ 40.32% |
$357K - $410K
|
17.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 19.15% |
$1.03M - $1.18M
|
62.3K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.01K- 2.86% |
$70.5K - $80.9K
|
34.4K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.5K- 49.74% |
$662K - $760K
|
9.6K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.35K+ 1337.5% |
$373K - $428K
|
5.75K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.56KNew |
$527K - $605K
|
7.56K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.13K- 1.67% |
$636K - $730K
|
538K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
554New |
$38.6K - $44.3K
|
554
$43K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 3.82% |
$1.52M - $1.75M
|
594K
$46.1M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 3.48% |
$8.5K - $9.76K
|
3.63K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 26.42% |
$112K - $128K
|
7.66K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.3K- 80.59% |
$4M - $4.59M
|
13.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
368+ 347.17% |
$25.6K - $29.4K
|
474
$36.8K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$270K - $310K
|
3.87K
$300K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615+ 96.55% |
$42.9K - $49.2K
|
1.25K
$97.1K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.1K+ 39.32% |
$3.84M - $4.41M
|
195K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
343+ 2.26% |
$23.9K - $27.4K
|
15.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-606- 0.13% |
$42.2K - $48.5K
|
476K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
39.2K+ 4.33% |
$2.73M - $3.13M
|
943K
$73.1M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
21.4K+ 154.92% |
$1.49M - $1.71M
|
35.3K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35.2K+ 60.49% |
$2.45M - $2.81M
|
93.3K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 1.09% |
$66.6K - $76.5K
|
88.8K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.16K+ 8.1% |
$569K - $653K
|
109K
$8.45M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
169+ 2.32% |
$11.8K - $13.5K
|
7.46K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.3K+ 14.86% |
$3.3M - $3.78M
|
366K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.5K+ 12.31% |
$383K - $440K
|
50.2K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.2KNew |
$1.47M - $1.69M
|
21.2K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 6.33% |
$78.8K - $90.5K
|
16.7K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.32KNew |
$440K - $505K
|
6.32K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$3.62K - $4.16K
|
52
$4.03K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-169- 5.61% |
$11.8K - $13.5K
|
2.84K
$220K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-504- 1.62% |
$35.1K - $40.3K
|
30.5K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.99K- 14.55% |
$139K - $160K
|
11.7K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
122KNew |
$8.52M - $9.78M
|
122K
$9.48M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 0.41% |
$175K - $201K
|
612K
$47.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
651+ 2.2% |
$45.4K - $52.1K
|
30.2K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 99.71% |
$12.4M - $14.2M
|
514
$39.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
434+ 3.16% |
$30.2K - $34.7K
|
14.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.06K- 21.69% |
$74.1K - $85K
|
3.84K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.29K+ 9.85% |
$160K - $183K
|
25.5K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.85K- 12.7% |
$129K - $148K
|
12.7K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
827+ 1.26% |
$57.6K - $66.2K
|
66.4K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15+ 0.09% |
$1.05K - $1.2K
|
15.8K
$1.23M
|