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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 2.58% |
$26.2K - $28.1K
|
15.1K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 0.91% |
$11.8K - $12.6K
|
19.6K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 8.94% |
$7.07K - $7.58K
|
1.1K
$88.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48New |
$3.14K - $3.37K
|
48
$3.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
354+ 8.25% |
$23.2K - $24.8K
|
4.65K
$374K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.42% |
$65.5 - $70.2
|
240
$19.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$65.5 - $70.2
|
3.13K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.92K - $8.49K
|
3.23K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.93KNew |
$454K - $486K
|
6.93K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77New |
$5.04K - $5.4K
|
77
$6.2K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
101+ 776.92% |
$6.61K - $7.09K
|
114
$9.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 120.0% |
$4.71K - $5.05K
|
132
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-135- 3.25% |
$8.84K - $9.47K
|
4.02K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32- 5.56% |
$2.09K - $2.24K
|
544
$43.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-210- 0.7% |
$13.7K - $14.7K
|
29.7K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 32.82% |
$207K - $221K
|
6.46K
$520K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-51- 2.68% |
$3.34K - $3.58K
|
1.85K
$149K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 1.76% |
$4.39K - $4.7K
|
3.75K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
295+ 4.2% |
$19.3K - $20.7K
|
7.33K
$590K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.73K- 99.51% |
$571K - $612K
|
43
$3.46K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.46K+ 638.44% |
$161K - $172K
|
2.84K
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$168K - $180K
|
2.57K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 21.57% |
$7.2K - $7.72K
|
400
$32.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3New |
$196 - $210
|
3
$242
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-332- 6.03% |
$21.7K - $23.3K
|
5.18K
$417K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36New |
$2.25K - $2.54K
|
36
$2.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 3.36% |
$10.5K - $11.9K
|
5.17K
$416K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
905+ 8.31% |
$56.5K - $64K
|
11.8K
$949K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$95.8K - $109K
|
1.54K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.96KNew |
$184K - $209K
|
2.96K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.34K+ 53.42% |
$146K - $165K
|
6.72K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-815- 21.44% |
$50.9K - $57.6K
|
2.99K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.74K- 2.94% |
$296K - $335K
|
157K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.11K+ 88.88% |
$569K - $644K
|
19.4K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
79New |
$4.93K - $5.58K
|
79
$6.36K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$258K - $293K
|
4.14K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$112K - $127K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.88KNew |
$242K - $274K
|
3.88K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$1.37K - $1.55K
|
22
$1.77K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50- 1.42% |
$3.12K - $3.53K
|
3.48K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
119KNew |
$7.44M - $8.43M
|
119K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65- 38.01% |
$4.06K - $4.59K
|
106
$8.53K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-280- 6.71% |
$17.5K - $19.8K
|
3.89K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
410New |
$25.6K - $29K
|
410
$33K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.42K- 3.58% |
$276K - $312K
|
119K
$9.58M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.12K - $1.27K
|
18
$1.45K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.42K+ 11.42% |
$214K - $242K
|
33.4K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-244- 6.55% |
$15.2K - $17.2K
|
3.48K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$6.24K - $7.07K
|
100
$8.05K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.8K+ 10.19% |
$237K - $268K
|
41.1K
$3.31M
|
|