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 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.2K+ 13.57% |
$1.45M - $1.62M
|
186K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
232+ 1.93% |
$15.1K - $16.9K
|
12.3K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.32K+ 13.76% |
$86.1K - $96.4K
|
10.9K
$879K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.9K+ 286.85% |
$2.01M - $2.25M
|
41.7K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.5K- 43.71% |
$228K - $256K
|
4.51K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.94% |
$3.06K - $3.43K
|
4.96K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7.16KNew |
$466K - $522K
|
7.16K
$576K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.36K+ 4.29% |
$88.3K - $98.9K
|
33K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-300- 0.5% |
$19.5K - $21.9K
|
59.7K
$4.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.64% |
$65.2 - $73
|
158
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.35K+ 19.19% |
$87.7K - $98.2K
|
8.36K
$673K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22K+ 1.0% |
$145K - $162K
|
224K
$18M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.5K+ 5.99% |
$1.14M - $1.28M
|
310K
$25M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.81K- 4.17% |
$248K - $278K
|
87.6K
$7.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.4KNew |
$1.85M - $2.07M
|
28.4K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
919+ 6.16% |
$59.9K - $67.1K
|
15.8K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
514+ 10.14% |
$33.5K - $37.5K
|
5.59K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
129KNew |
$8.4M - $9.41M
|
129K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
651+ 8.8% |
$42.4K - $47.5K
|
8.05K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.5K+ 23.21% |
$1.07M - $1.2M
|
87.4K
$7.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 50.53% |
$139K - $156K
|
6.38K
$513K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 30.67% |
$275K - $308K
|
18K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
4.08K+ 12.71% |
$266K - $298K
|
36.2K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 9.51% |
$101K - $113K
|
14.8K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
848+ 0.93% |
$55.2K - $61.9K
|
92.3K
$7.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17K+ 39.85% |
$76.2K - $85.4K
|
4.11K
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.6K+ 33.27% |
$1.93M - $2.16M
|
119K
$9.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.21% |
$652 - $730
|
4.78K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 0.31% |
$3.32K - $3.72K
|
16.6K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-28.4K- 27.12% |
$1.85M - $2.07M
|
76.3K
$6.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
33+ 1.57% |
$2.15K - $2.41K
|
2.14K
$172K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.02K+ 3.42% |
$132K - $148K
|
61.2K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.99K+ 4.21% |
$195K - $218K
|
74.1K
$5.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.2KNew |
$988K - $1.11M
|
15.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.2K- 84.29% |
$1.18M - $1.33M
|
3.39K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.01% |
$65.2 - $73
|
8K
$644K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 28.27% |
$181K - $203K
|
12.6K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-40- 0.29% |
$2.61K - $2.92K
|
13.6K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 31.1% |
$3.32K - $3.72K
|
113
$9.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-345- 9.55% |
$22.5K - $25.2K
|
3.27K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.32K+ 3.21% |
$346K - $388K
|
171K
$13.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86K+ 7.01% |
$186K - $209K
|
43.7K
$3.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
20.6K+ 129.46% |
$1.34M - $1.5M
|
36.5K
$2.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 8.15% |
$701K - $785K
|
121K
$9.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3- 0.06% |
$195 - $219
|
5.11K
$411K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.76K- 2.68% |
$506K - $566K
|
281K
$22.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.91K+ 12.14% |
$189K - $212K
|
26.8K
$2.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
918+ 5.73% |
$59.8K - $67K
|
16.9K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.12% |
$1.5K - $1.68K
|
19.9K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$65.2 - $73
|
1
$80.5
|