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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
636New |
$39.7K - $45K
|
636
$49.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
12.4KNew |
$774K - $877K
|
12.4K
$962K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 6.8% |
$624 - $707
|
157
$12.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.5KNew |
$720K - $816K
|
11.5K
$895K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38+ 0.39% |
$2.37K - $2.69K
|
9.72K
$753K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
824+ 300.73% |
$51.4K - $58.2K
|
1.1K
$85.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3KNew |
$187K - $212K
|
3K
$233K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19New |
$1.01K - $1.23K
|
19
$1.47K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.3KNew |
$69.2K - $84.4K
|
1.3K
$101K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$2.29K - $2.79K
|
43
$3.33K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-111- 0.37% |
$5.91K - $7.2K
|
29.8K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$605K - $738K
|
11.4K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.7KNew |
$731K - $891K
|
13.7K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
180New |
$9.58K - $11.7K
|
180
$14K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.45KNew |
$184K - $224K
|
3.45K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1M - $1.22M
|
18.8K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.45M - $1.77M
|
27.3K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.65KNew |
$88K - $107K
|
1.65K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105New |
$5.59K - $6.81K
|
105
$8.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$53.2 - $64.9
|
6.26K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.24KNew |
$172K - $210K
|
3.24K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.88KNew |
$260K - $317K
|
4.88K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.54% |
$1.38K - $1.69K
|
4.84K
$375K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$319 - $389
|
887
$68.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
28.9KNew |
$1.54M - $1.88M
|
28.9K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $260
|
693
$53.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$266 - $325
|
5
$388
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-150- 3.81% |
$7.99K - $9.74K
|
3.79K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 0.49% |
$4.31K - $5.26K
|
16.6K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 16.22% |
$65.8K - $80.2K
|
6.39K
$495K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$77.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
26.7KNew |
$1.42M - $1.73M
|
26.7K
$2.07M
|
|
| Q3 2023 | |||||||
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.37K+ 3.96% |
$77.3K - $86.5K
|
36K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.8K- 25.59% |
$101K - $113K
|
5.22K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
123KNew |
$6.94M - $7.77M
|
123K
$9.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-905Closed |
$51.1K - $57.2K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
818New |
$46.2K - $51.7K
|
818
$63.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 2.39% |
$67.6K - $75.7K
|
48.9K
$3.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
31+ 0.83% |
$1.75K - $1.96K
|
3.78K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.6K- 6.32% |
$203K - $227K
|
53.4K
$4.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
593New |
$33.5K - $37.4K
|
593
$46K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 0.55% |
$3.39K - $3.79K
|
10.9K
$848K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-97- 2.0% |
$5.47K - $6.13K
|
4.74K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28.2K - $31.6K
|
500
$38.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.88KNew |
$219K - $245K
|
3.88K
$301K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$94.4K - $104K
|
9.6K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734New |
$40.5K - $44.7K
|
734
$56.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-84- 0.78% |
$4.64K - $5.12K
|
10.8K
$834K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
127+ 6.08% |
$7.01K - $7.74K
|
2.22K
$172K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$442 - $488
|
8
$620
|
|