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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 17.24% |
$94.7K - $109K
|
6.53K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.34K- 12.23% |
$93.2K - $107K
|
9.6K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.33K- 5.74% |
$92.5K - $106K
|
21.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.31K- 16.46% |
$91.3K - $105K
|
6.65K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 5.31% |
$88.6K - $102K
|
22.7K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 4.73% |
$85.7K - $98.4K
|
24.8K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 6.33% |
$78.8K - $90.5K
|
16.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.06K- 21.69% |
$74.1K - $85K
|
3.84K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.01K- 2.86% |
$70.5K - $80.9K
|
34.4K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-936- 16.91% |
$65.2K - $74.9K
|
4.6K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-897- 4.06% |
$62.5K - $71.8K
|
21.2K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-844- 11.05% |
$58.8K - $67.5K
|
6.79K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-756- 3.16% |
$52.7K - $60.5K
|
23.2K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-671- 0.76% |
$46.8K - $53.7K
|
87.9K
$7.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-644- 7.18% |
$44.9K - $51.5K
|
8.32K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-606- 0.13% |
$42.2K - $48.5K
|
476K
$38.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-597- 6.48% |
$41.6K - $47.8K
|
8.61K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-591- 2.22% |
$41.2K - $47.3K
|
26.1K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-553- 10.75% |
$38.5K - $44.2K
|
4.59K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-552- 1.86% |
$38.5K - $44.2K
|
29.2K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-530- 1.86% |
$36.9K - $42.4K
|
28K
$2.24M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-521- 4.26% |
$36.3K - $41.7K
|
11.7K
$939K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-504- 1.62% |
$35.1K - $40.3K
|
30.5K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-469- 0.69% |
$32.7K - $37.5K
|
67.1K
$5.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-453- 50.0% |
$31.6K - $36.2K
|
453
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-430Closed |
$30K - $34.4K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-383- 11.36% |
$26.7K - $30.6K
|
2.99K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-355- 10.49% |
$24.7K - $28.4K
|
3.03K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-319- 0.43% |
$22.2K - $25.5K
|
73.8K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-300- 37.5% |
$20.9K - $24K
|
500
$40.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-297- 1.57% |
$20.7K - $23.8K
|
18.6K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-295- 4.84% |
$20.6K - $23.6K
|
5.8K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-246- 4.2% |
$17.1K - $19.7K
|
5.61K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 1.58% |
$13K - $15K
|
11.7K
$936K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-177- 2.16% |
$12.3K - $14.2K
|
8.03K
$644K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-169- 5.61% |
$11.8K - $13.5K
|
2.84K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-143- 2.87% |
$9.97K - $11.4K
|
4.84K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-117- 3.93% |
$8.15K - $9.36K
|
2.86K
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-98- 3.3% |
$6.83K - $7.84K
|
2.87K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-97- 0.16% |
$6.76K - $7.76K
|
59.3K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-79- 1.22% |
$5.51K - $6.32K
|
6.42K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 54.55% |
$5.02K - $5.76K
|
60
$4.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 12.61% |
$3.97K - $4.56K
|
395
$31.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-41- 0.88% |
$2.86K - $3.28K
|
4.61K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38- 0.92% |
$2.65K - $3.04K
|
4.11K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.95% |
$1.88K - $2.16K
|
2.83K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-19- 0.22% |
$1.32K - $1.52K
|
8.52K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13- 0.03% |
$906 - $1.04K
|
47.8K
$3.83M
|