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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 1.67% |
$15.2K - $17.1K
|
12.3K
$942K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$316K - $356K
|
4.38K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.38KNew |
$244K - $275K
|
3.38K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-155- 2.99% |
$11.2K - $12.6K
|
5.02K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
286New |
$20.6K - $23.3K
|
286
$21.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.37KNew |
$243K - $274K
|
3.37K
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 0.12% |
$1.08K - $1.22K
|
12.2K
$935K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1K+ 11.07% |
$948K - $1.07M
|
132K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.08K+ 8.53% |
$78K - $87.9K
|
13.7K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.8K+ 14.46% |
$997K - $1.12M
|
109K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.61K+ 3.94% |
$693K - $782K
|
254K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-72- 2.9% |
$5.2K - $5.86K
|
2.41K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38- 0.35% |
$2.74K - $3.09K
|
10.7K
$816K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$217K - $245K
|
3.01K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.56K- 0.84% |
$113K - $127K
|
184K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$217 - $244
|
1.39K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
14.5K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 0.52% |
$2.89K - $3.26K
|
7.64K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
106K+ 100.89% |
$7.66M - $8.64M
|
211K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.34K+ 8.8% |
$241K - $272K
|
41.2K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-229- 7.01% |
$16.5K - $18.6K
|
3.04K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 2300.0% |
$74.7K - $84.3K
|
1.08K
$82.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.4K+ 15.28% |
$964K - $1.09M
|
101K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 4.96% |
$1.95K - $2.2K
|
517
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.09KNew |
$151K - $170K
|
2.09K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-53- 1.82% |
$3.83K - $4.31K
|
2.86K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-239K- 98.57% |
$17.3M - $19.5M
|
3.46K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 5.97% |
$116K - $131K
|
28.5K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
21.3KNew |
$1.53M - $1.73M
|
21.3K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
967+ 10.59% |
$69.8K - $78.7K
|
10.1K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
934+ 0.3% |
$67.4K - $76K
|
311K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 9.08% |
$111K - $125K
|
18.5K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
23.1KNew |
$1.67M - $1.88M
|
23.1K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.1KNew |
$2.75M - $3.1M
|
38.1K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.4K+ 476.94% |
$1.76M - $1.98M
|
29.5K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.03% |
$361 - $407
|
18.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.68K- 2.74% |
$121K - $136K
|
59.5K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.12KNew |
$659K - $743K
|
9.12K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.1% |
$217 - $244
|
2.92K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40New |
$2.89K - $3.26K
|
40
$3.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.4K- 60.61% |
$3.2M - $3.61M
|
28.9K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
6.79K+ 18.61% |
$490K - $552K
|
43.2K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 27.43% |
$165K - $186K
|
10.6K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 44.34% |
$909K - $1.03M
|
15.8K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
252+ 8400.0% |
$18.2K - $20.5K
|
255
$19.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-105- 0.63% |
$7.58K - $8.55K
|
16.5K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.08% |
$1.52K - $1.71K
|
27.5K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.11K- 9.14% |
$80.3K - $90.6K
|
11.1K
$844K
|