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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-341K- 18.64% |
$21.6M - $27.4M
|
1.49M
$119M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 30.65% |
$11.5M - $14.6M
|
412K
$33.1M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-146K- 49.83% |
$9.24M - $11.7M
|
147K
$11.8M
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-117K- 95.98% |
$7.44M - $9.41M
|
4.91K
$394K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91.4K- 19.49% |
$5.79M - $7.33M
|
377K
$30.3M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-37K- 7.77% |
$2.35M - $2.97M
|
439K
$35.2M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35K- 88.72% |
$2.22M - $2.81M
|
4.45K
$357K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.7K- 10.08% |
$2.14M - $2.71M
|
301K
$24.1M
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 18.34% |
$1.19M - $1.51M
|
83.6K
$6.71M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.5K- 15.51% |
$1.11M - $1.4M
|
95.4K
$7.65M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16K- 32.42% |
$1.01M - $1.28M
|
33.3K
$2.67M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-14.8K- 7.12% |
$935K - $1.18M
|
192K
$15.4M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 55.01% |
$737K - $934K
|
9.52K
$763K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 73.45% |
$727K - $921K
|
4.15K
$333K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 61.59% |
$651K - $825K
|
6.41K
$514K
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.57K- 41.96% |
$543K - $688K
|
11.9K
$951K
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.8K- 60.42% |
$367K - $465K
|
3.8K
$305K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.46K- 3.77% |
$346K - $438K
|
139K
$11.2M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.3K- 34.95% |
$336K - $425K
|
9.87K
$792K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.97K- 4.87% |
$315K - $399K
|
97.1K
$7.79M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 0.88% |
$304K - $385K
|
541K
$43.4M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.51K- 32.67% |
$286K - $362K
|
9.3K
$746K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.36K- 22.18% |
$276K - $350K
|
15.3K
$1.23M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.15K- 1.38% |
$263K - $333K
|
296K
$23.7M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.67K- 23.68% |
$233K - $295K
|
11.8K
$949K
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.63K- 16.72% |
$230K - $292K
|
18.1K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.44K- 14.86% |
$218K - $276K
|
19.7K
$1.58M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 23.68% |
$214K - $271K
|
10.9K
$873K
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.33K- 9.2% |
$211K - $267K
|
32.8K
$2.63M
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 25.79% |
$210K - $266K
|
9.53K
$765K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.03K- 32.61% |
$192K - $243K
|
6.25K
$502K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 7.38% |
$191K - $242K
|
37.8K
$3.04M
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.47K- 0.9% |
$156K - $198K
|
273K
$21.9M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.4K- 5.81% |
$152K - $192K
|
38.8K
$3.12M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 2.9% |
$148K - $188K
|
78.3K
$6.28M
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 19.12% |
$147K - $186K
|
9.8K
$786K
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.23K- 10.3% |
$141K - $179K
|
19.5K
$1.56M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.14K- 16.35% |
$136K - $172K
|
10.9K
$878K
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.89K- 9.17% |
$120K - $151K
|
18.7K
$1.5M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.72K- 14.9% |
$109K - $138K
|
9.8K
$786K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.65K- 21.55% |
$105K - $132K
|
6.01K
$482K
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.64K- 7.73% |
$104K - $132K
|
19.6K
$1.57M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 7.76% |
$96.8K - $123K
|
18.2K
$1.46M
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 30.0% |
$95K - $120K
|
3.5K
$281K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 2.74% |
$86.2K - $109K
|
48.2K
$3.87M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 18.85% |
$82.4K - $104K
|
5.6K
$449K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 6.69% |
$81.8K - $104K
|
18K
$1.45M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 16.65% |
$76.7K - $97.1K
|
6.06K
$486K
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 18.05% |
$76K - $96.3K
|
5.45K
$437K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.19K- 0.96% |
$75.2K - $95.2K
|
123K
$9.84M
|