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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 4.62% |
$769K - $861K
|
267K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.35K- 22.87% |
$153K - $171K
|
7.91K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 8.12% |
$146K - $164K
|
25.4K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 4.07% |
$146K - $164K
|
57.5K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$101K - $113K
|
1.54K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.07KNew |
$591K - $661K
|
9.07K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
669+ 5.99% |
$43.6K - $48.8K
|
11.8K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 14.73% |
$2.01M - $2.25M
|
240K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-106- 2.7% |
$6.91K - $7.73K
|
3.82K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.8K+ 8.86% |
$2.65M - $2.97M
|
501K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 9.79% |
$10.9K - $12.3K
|
1.88K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73+ 9.68% |
$4.76K - $5.33K
|
827
$66.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 16.4% |
$7.71M - $8.64M
|
603K
$48.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
11+ 0.05% |
$717 - $803
|
22.2K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637New |
$41.5K - $46.5K
|
637
$51.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.75KNew |
$179K - $201K
|
2.75K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.24% |
$717 - $803
|
4.51K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.93K+ 4.8% |
$191K - $214K
|
64K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.54K+ 10.91% |
$165K - $185K
|
25.8K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.12K+ 6.03% |
$72.7K - $81.4K
|
19.6K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-146- 1.87% |
$9.51K - $10.7K
|
7.68K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.61K+ 8.27% |
$561K - $628K
|
113K
$9.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.08K- 10.53% |
$70.6K - $79K
|
9.21K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
34.9KNew |
$2.27M - $2.54M
|
34.9K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
8.06KNew |
$525K - $588K
|
8.06K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.46K- 9.12% |
$225K - $252K
|
34.4K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.23K- 6.14% |
$80.4K - $90K
|
18.9K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-454- 4.02% |
$29.6K - $33.1K
|
10.8K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.1K- 53.71% |
$1.83M - $2.05M
|
24.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.33KNew |
$282K - $316K
|
4.33K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
16.8KNew |
$1.1M - $1.23M
|
16.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.62K+ 233.19% |
$106K - $118K
|
2.32K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-827- 11.03% |
$53.9K - $60.3K
|
6.67K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
25+ 0.19% |
$1.63K - $1.82K
|
13K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-215K- 98.53% |
$14M - $15.7M
|
3.2K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.87K+ 62.14% |
$122K - $137K
|
4.89K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$8.39M - $9.39M
|
129K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32K+ 6.27% |
$281K - $315K
|
73.2K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
98New |
$6.38K - $7.15K
|
98
$7.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.53K+ 6.72% |
$360K - $404K
|
87.8K
$7.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 30.94% |
$329K - $369K
|
21.4K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.61% |
$1.43K - $1.61K
|
3.65K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.4K+ 4.65% |
$1.59M - $1.78M
|
548K
$44M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$130 - $146
|
716
$57.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
164+ 1.31% |
$10.7K - $12K
|
12.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
583+ 4.78% |
$38K - $42.5K
|
12.8K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 7.59% |
$4.54M - $5.08M
|
987K
$79.2M
|