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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 99.71% |
$12.4M - $14.2M
|
514
$36.9K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-88.9K- 42.07% |
$6.2M - $7.11M
|
122K
$8.79M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.3K- 80.59% |
$4M - $4.59M
|
13.8K
$992K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.8K- 22.52% |
$3.26M - $3.74M
|
161K
$11.6M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.9K- 86.44% |
$2.29M - $2.63M
|
5.15K
$370K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.5K- 72.75% |
$1.43M - $1.64M
|
7.66K
$550K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 55.53% |
$1.32M - $1.52M
|
15.2K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-13.1K- 55.41% |
$916K - $1.05M
|
10.6K
$760K
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.2K- 3.91% |
$851K - $977K
|
300K
$21.5M
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.13K- 1.67% |
$636K - $730K
|
538K
$38.6M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8.54K- 23.41% |
$595K - $683K
|
27.9K
$2.01M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.83K- 74.37% |
$546K - $626K
|
2.7K
$194K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 37.85% |
$514K - $590K
|
12.1K
$870K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.32K- 6.69% |
$510K - $585K
|
102K
$7.33M
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-7.16K- 6.11% |
$499K - $572K
|
110K
$7.9M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.62K- 13.8% |
$462K - $530K
|
41.4K
$2.97M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 5.48% |
$326K - $374K
|
80.7K
$5.79M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.76K- 25.3% |
$262K - $300K
|
11.1K
$796K
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-3.64K- 8.82% |
$254K - $291K
|
37.7K
$2.7M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.28K- 26.79% |
$229K - $262K
|
8.96K
$644K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 2.3% |
$211K - $243K
|
129K
$9.25M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.62K- 35.21% |
$183K - $210K
|
4.83K
$347K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.54K- 10.3% |
$177K - $203K
|
22.1K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.4K- 99.42% |
$167K - $192K
|
14
$1.01K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.33K- 12.24% |
$162K - $186K
|
16.7K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.11K- 10.62% |
$147K - $169K
|
17.8K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.99K- 14.55% |
$139K - $160K
|
11.7K
$841K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.85K- 12.7% |
$129K - $148K
|
12.7K
$914K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.83K- 2.79% |
$128K - $147K
|
63.8K
$4.58M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.79K- 25.42% |
$125K - $143K
|
5.25K
$377K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.78K- 8.0% |
$124K - $142K
|
20.4K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.57K- 32.01% |
$109K - $125K
|
3.33K
$239K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 1.18% |
$99.9K - $115K
|
121K
$8.65M
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.33K- 5.74% |
$92.5K - $106K
|
21.8K
$1.57M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 4.73% |
$85.7K - $98.4K
|
24.8K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 6.33% |
$78.8K - $90.5K
|
16.7K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.06K- 21.69% |
$74.1K - $85K
|
3.84K
$276K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-936- 16.91% |
$65.2K - $74.9K
|
4.6K
$330K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-897- 4.06% |
$62.5K - $71.8K
|
21.2K
$1.52M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-844- 11.05% |
$58.8K - $67.5K
|
6.79K
$488K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-671- 0.76% |
$46.8K - $53.7K
|
87.9K
$6.31M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-644- 7.18% |
$44.9K - $51.5K
|
8.32K
$598K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-606- 0.13% |
$42.2K - $48.5K
|
476K
$34.2M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-597- 6.48% |
$41.6K - $47.8K
|
8.61K
$618K
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-591- 2.22% |
$41.2K - $47.3K
|
26.1K
$1.87M
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$13.2M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-552- 1.86% |
$38.5K - $44.2K
|
29.2K
$2.09M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-530- 1.86% |
$36.9K - $42.4K
|
28K
$2.01M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-504- 1.62% |
$35.1K - $40.3K
|
30.5K
$2.19M
|