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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.45K- 3.34% |
$94.3K - $106K
|
41.9K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.11K+ 14.26% |
$137K - $154K
|
16.9K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
84+ 840.0% |
$5.47K - $6.13K
|
94
$7.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 0.09% |
$6.52K - $7.3K
|
111K
$8.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- 8.33% |
$717 - $803
|
121
$9.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
902+ 4.69% |
$58.8K - $65.8K
|
20.2K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.23KNew |
$211K - $236K
|
3.23K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.2% |
$65.2 - $73
|
511
$41K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
618+ 1.27% |
$40.3K - $45.1K
|
49.3K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
607+ 2.73% |
$39.5K - $44.3K
|
22.8K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-850- 10.31% |
$55.4K - $62K
|
7.4K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.8KNew |
$638K - $715K
|
9.8K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.41K+ 7.42% |
$92.1K - $103K
|
20.5K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.05% |
$1.76K - $1.97K
|
49.9K
$4.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
187+ 1.99% |
$12.2K - $13.6K
|
9.58K
$769K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.7K+ 5.7% |
$241K - $270K
|
68.5K
$5.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
178+ 1.26% |
$11.6K - $13K
|
14.3K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-466- 5.36% |
$30.4K - $34K
|
8.24K
$661K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
45+ 0.36% |
$2.93K - $3.28K
|
12.5K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-563- 10.3% |
$36.7K - $41.1K
|
4.9K
$394K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 3.34% |
$276K - $309K
|
122K
$9.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
702+ 10.62% |
$45.7K - $51.2K
|
7.32K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.38K+ 73.49% |
$285K - $319K
|
10.3K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.19K- 2.57% |
$142K - $160K
|
82.9K
$6.65M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$196K - $220K
|
3.01K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-59- 1.44% |
$3.84K - $4.31K
|
4.04K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
22.2K+ 13.57% |
$1.45M - $1.62M
|
186K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57KNew |
$232K - $260K
|
3.57K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.9K+ 15.74% |
$319K - $357K
|
36K
$2.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$521 - $584
|
3.37K
$271K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
45+ 0.47% |
$2.93K - $3.28K
|
9.72K
$780K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.67K- 9.13% |
$109K - $122K
|
16.6K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-90- 3.02% |
$5.86K - $6.57K
|
2.89K
$232K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.52K- 28.43% |
$620K - $695K
|
24K
$1.92M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
594+ 119.28% |
$38.7K - $43.3K
|
1.09K
$87.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 6.5% |
$70.8K - $75.9K
|
15.6K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.46KNew |
$619K - $664K
|
9.46K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
148+ 34.74% |
$9.69K - $10.4K
|
574
$46.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
24.6K+ 11.38% |
$1.61M - $1.73M
|
241K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 5.46% |
$132K - $142K
|
39.1K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.37K- 50.0% |
$220K - $236K
|
3.37K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-231KClosed |
$15.1M - $16.2M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-832- 12.8% |
$54.5K - $58.4K
|
5.67K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
160+ 2.94% |
$10.5K - $11.2K
|
5.6K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2KNew |
$996K - $1.07M
|
15.2K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-605- 10.79% |
$39.6K - $42.4K
|
5K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22New |
$1.44K - $1.54K
|
22
$1.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.22% |
$720 - $772
|
5.02K
$403K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
65+ 0.71% |
$4.25K - $4.56K
|
9.21K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
150New |
$9.82K - $10.5K
|
150
$12K
|
|