Latest Institutional Sells of Ishare Morningstar Mid Cap Gro (IMCG)
This list provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16K- 32.42% |
$1.01M - $1.28M
|
33.3K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.15K- 1.38% |
$263K - $333K
|
296K
$23.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 2.9% |
$148K - $188K
|
78.3K
$6.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.14K- 16.35% |
$136K - $172K
|
10.9K
$878K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 16.65% |
$76.7K - $97.1K
|
6.06K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 2.54% |
$28.2K - $35.7K
|
17.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-442- 5.78% |
$28K - $35.5K
|
7.2K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-235- 0.2% |
$14.9K - $18.9K
|
120K
$9.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 1.71% |
$3.99K - $5.05K
|
3.62K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43- 1.11% |
$2.72K - $3.45K
|
3.83K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 1.77% |
$2.53K - $3.21K
|
2.22K
$178K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 99.71% |
$12.4M - $14.2M
|
514
$41.2K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-88.9K- 42.07% |
$6.2M - $7.11M
|
122K
$9.82M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.3K- 80.59% |
$4M - $4.59M
|
13.8K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.8K- 22.52% |
$3.26M - $3.74M
|
161K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42.6K- 73.15% |
$2.97M - $3.4M
|
15.6K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.9K- 86.44% |
$2.29M - $2.63M
|
5.15K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.1K- 72.22% |
$1.68M - $1.93M
|
9.28K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 80.39% |
$1.65M - $1.9M
|
5.78K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.5K- 72.75% |
$1.43M - $1.64M
|
7.66K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 55.53% |
$1.32M - $1.52M
|
15.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 19.15% |
$1.03M - $1.18M
|
62.3K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-13.1K- 55.41% |
$916K - $1.05M
|
10.6K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 3.73% |
$905K - $1.04M
|
335K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.5K- 49.74% |
$662K - $760K
|
9.6K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.13K- 1.67% |
$636K - $730K
|
538K
$43.1M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8.54K- 23.41% |
$595K - $683K
|
27.9K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.83K- 74.37% |
$546K - $626K
|
2.7K
$216K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 37.85% |
$514K - $590K
|
12.1K
$971K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.32K- 6.69% |
$510K - $585K
|
102K
$8.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-7.16K- 6.11% |
$499K - $572K
|
110K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.62K- 13.8% |
$462K - $530K
|
41.4K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 15.41% |
$439K - $504K
|
34.6K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.91K- 25.37% |
$273K - $313K
|
11.5K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.76K- 25.3% |
$262K - $300K
|
11.1K
$889K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-3.64K- 8.82% |
$254K - $291K
|
37.7K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.28K- 26.79% |
$229K - $262K
|
8.96K
$719K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 2.3% |
$211K - $243K
|
129K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.62K- 35.21% |
$183K - $210K
|
4.83K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.54K- 10.3% |
$177K - $203K
|
22.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.4K- 99.42% |
$167K - $192K
|
14
$1.12K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.33K- 12.24% |
$162K - $186K
|
16.7K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.11K- 10.62% |
$147K - $169K
|
17.8K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.99K- 14.55% |
$139K - $160K
|
11.7K
$939K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.99K- 27.9% |
$139K - $159K
|
5.15K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.85K- 12.7% |
$129K - $148K
|
12.7K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.83K- 2.79% |
$128K - $147K
|
63.8K
$5.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.79K- 25.42% |
$125K - $143K
|
5.25K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.78K- 8.0% |
$124K - $142K
|
20.4K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.57K- 32.01% |
$109K - $125K
|
3.33K
$267K
|
|