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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-31.9K- 91.47% |
$2.3M - $2.6M
|
2.97K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-10.7K- 3.3% |
$770K - $869K
|
312K
$24.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.56K- 0.84% |
$113K - $127K
|
184K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-993- 11.14% |
$71.7K - $80.8K
|
7.92K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-923- 4.58% |
$66.6K - $75.1K
|
19.2K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-747- 9.07% |
$53.9K - $60.8K
|
7.49K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-571- 2.79% |
$41.2K - $46.5K
|
19.9K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-465- 0.3% |
$33.6K - $37.9K
|
156K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-459- 0.21% |
$33.1K - $37.4K
|
219K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-409- 1.51% |
$29.5K - $33.3K
|
26.7K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-400- 2.01% |
$28.9K - $32.6K
|
19.5K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-346- 3.56% |
$25K - $28.2K
|
9.37K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-302- 0.25% |
$21.8K - $24.6K
|
122K
$9.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 3.93% |
$20.8K - $23.4K
|
7.04K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 1.6% |
$4.33K - $4.88K
|
3.69K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-51- 1.58% |
$3.68K - $4.15K
|
3.18K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.22% |
$577 - $651
|
3.56K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$72.2 - $81.4
|
4.98K
$395K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-215K- 98.53% |
$14M - $15.7M
|
3.2K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 13.78% |
$8.26M - $9.25M
|
794K
$63M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 16.4% |
$7.71M - $8.64M
|
603K
$47.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-94.6K- 16.77% |
$6.16M - $6.9M
|
470K
$37.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-88.2K- 42.56% |
$5.75M - $6.44M
|
119K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-79.6K- 15.37% |
$5.19M - $5.81M
|
438K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.2K- 16.9% |
$2.36M - $2.64M
|
178K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.7K- 88.77% |
$2.19M - $2.46M
|
4.26K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-28.4K- 27.12% |
$1.85M - $2.07M
|
76.3K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.1K- 53.71% |
$1.83M - $2.05M
|
24.2K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.8K- 21.67% |
$1.55M - $1.74M
|
86K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20.1K- 35.16% |
$1.31M - $1.47M
|
37.1K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 8.15% |
$701K - $785K
|
121K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 27.66% |
$557K - $623K
|
22.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.47K- 20.35% |
$552K - $618K
|
33.1K
$2.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-8.13K- 28.24% |
$529K - $593K
|
20.7K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.76K- 2.68% |
$506K - $566K
|
281K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.47K- 1.64% |
$421K - $472K
|
387K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.76K- 18.65% |
$375K - $420K
|
25.1K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 11.51% |
$286K - $321K
|
33.8K
$2.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.81K- 4.17% |
$248K - $278K
|
87.6K
$6.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.5K- 43.71% |
$228K - $256K
|
4.51K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.46K- 9.12% |
$225K - $252K
|
34.4K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.35K- 22.87% |
$153K - $171K
|
7.91K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 8.12% |
$146K - $164K
|
25.4K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.19K- 2.57% |
$142K - $160K
|
82.9K
$6.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.04K- 6.75% |
$133K - $149K
|
28.2K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.93K- 14.82% |
$126K - $141K
|
11.1K
$881K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.67K- 9.13% |
$109K - $122K
|
16.6K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 9.51% |
$101K - $113K
|
14.8K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.45K- 3.34% |
$94.3K - $106K
|
41.9K
$3.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.26K- 3.22% |
$82.2K - $92K
|
37.9K
$3.01M
|
|