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
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$316K - $356K
|
4.38K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
14.5K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38- 0.35% |
$2.74K - $3.09K
|
10.7K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 2300.0% |
$74.7K - $84.3K
|
1.08K
$86.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.09KNew |
$151K - $170K
|
2.09K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 4.96% |
$1.95K - $2.2K
|
517
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
252+ 8400.0% |
$18.2K - $20.5K
|
255
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40New |
$2.89K - $3.26K
|
40
$3.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$1.27M - $1.44M
|
17.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
61.1KNew |
$4.41M - $4.97M
|
61.1K
$4.9M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.14K+ 45.92% |
$140K - $156K
|
6.81K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 27.66% |
$557K - $623K
|
22.3K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.07KNew |
$591K - $661K
|
9.07K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-106- 2.7% |
$6.91K - $7.73K
|
3.82K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$3.13K - $3.5K
|
48
$3.85K
|
|
|
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
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.08K- 10.53% |
$70.6K - $79K
|
9.21K
$738K
|
|
|
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
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
98New |
$6.38K - $7.15K
|
98
$7.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7.16KNew |
$466K - $522K
|
7.16K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
33+ 1.57% |
$2.15K - $2.41K
|
2.14K
$171K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 31.1% |
$3.32K - $3.72K
|
113
$9.06K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.76KNew |
$180K - $202K
|
2.76K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-300- 9.48% |
$19.5K - $21.9K
|
2.87K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
222New |
$14.5K - $16.2K
|
222
$17.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 12.31% |
$958K - $1.07M
|
134K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.5K+ 6.67% |
$2.83M - $3.17M
|
696K
$55.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.98K+ 8.36% |
$520K - $582K
|
104K
$8.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.8KNew |
$638K - $715K
|
9.8K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- 8.33% |
$717 - $803
|
121
$9.71K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
594+ 119.28% |
$38.7K - $43.3K
|
1.09K
$87.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
148+ 34.74% |
$9.69K - $10.4K
|
574
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.46KNew |
$619K - $664K
|
9.46K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 5.46% |
$132K - $142K
|
39.1K
$3.13M
|
|
|
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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2KNew |
$996K - $1.07M
|
15.2K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.22% |
$720 - $772
|
5.02K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
150New |
$9.82K - $10.5K
|
150
$12K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 2.58% |
$26.2K - $28.1K
|
15.1K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48New |
$3.14K - $3.37K
|
48
$3.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.92K - $8.49K
|
3.23K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77New |
$5.04K - $5.4K
|
77
$6.18K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
101+ 776.92% |
$6.61K - $7.09K
|
114
$9.15K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-210- 0.7% |
$13.7K - $14.7K
|
29.7K
$2.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 32.82% |
$207K - $221K
|
6.46K
$518K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.73K- 99.51% |
$571K - $612K
|
43
$3.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.46K+ 638.44% |
$161K - $172K
|
2.84K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 21.57% |
$7.2K - $7.72K
|
400
$32.1K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-53- 1.38% |
$3.31K - $3.75K
|
3.79K
$304K
|
|