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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-488- 8.28% |
$31.8K - $35.6K
|
5.41K
$416K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-466- 5.36% |
$30.4K - $34K
|
8.24K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-454- 4.02% |
$29.6K - $33.1K
|
10.8K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 1.76% |
$28.7K - $32.1K
|
24.5K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-365- 4.3% |
$23.8K - $26.6K
|
8.12K
$625K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-345- 9.55% |
$22.5K - $25.2K
|
3.27K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-339- 0.38% |
$22.1K - $24.7K
|
89.8K
$6.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-300- 0.5% |
$19.5K - $21.9K
|
59.7K
$4.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-300- 9.48% |
$19.5K - $21.9K
|
2.87K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 2.85% |
$17.5K - $19.6K
|
9.14K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-146- 1.87% |
$9.51K - $10.7K
|
7.68K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-129- 1.39% |
$8.4K - $9.41K
|
9.13K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-106- 2.7% |
$6.91K - $7.73K
|
3.82K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 11.11% |
$6.52K - $7.3K
|
800
$61.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 0.09% |
$6.52K - $7.3K
|
111K
$8.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-92- 3.57% |
$5.99K - $6.71K
|
2.49K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 0.32% |
$5.86K - $6.57K
|
27.8K
$2.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-90- 3.02% |
$5.86K - $6.57K
|
2.89K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-59- 1.44% |
$3.84K - $4.31K
|
4.04K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 0.93% |
$3.52K - $3.94K
|
5.77K
$444K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 31.1% |
$3.32K - $3.72K
|
113
$8.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.94% |
$3.06K - $3.43K
|
4.96K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-40- 0.29% |
$2.61K - $2.92K
|
13.6K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.12% |
$1.5K - $1.68K
|
19.9K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- 8.33% |
$717 - $803
|
121
$9.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7- 0.03% |
$456 - $511
|
26.6K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.02% |
$326 - $365
|
27.5K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3- 0.06% |
$195 - $219
|
5.11K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.02% |
$130 - $146
|
8.34K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.01% |
$65.2 - $73
|
8K
$616K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$65.2 - $73
|
1
$77
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-231KClosed |
$15.1M - $16.2M
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.73K- 99.51% |
$571K - $612K
|
43
$3.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.37K- 50.0% |
$220K - $236K
|
3.37K
$259K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 32.82% |
$207K - $221K
|
6.46K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 6.5% |
$70.8K - $75.9K
|
15.6K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-832- 12.8% |
$54.5K - $58.4K
|
5.67K
$436K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-605- 10.79% |
$39.6K - $42.4K
|
5K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 2.58% |
$26.2K - $28.1K
|
15.1K
$1.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-332- 6.03% |
$21.7K - $23.3K
|
5.18K
$399K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-210- 0.7% |
$13.7K - $14.7K
|
29.7K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 0.91% |
$11.8K - $12.6K
|
19.6K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-135- 3.25% |
$8.84K - $9.47K
|
4.02K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.92K - $8.49K
|
3.23K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 21.57% |
$7.2K - $7.72K
|
400
$30.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 8.94% |
$7.07K - $7.58K
|
1.1K
$84.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 1.76% |
$4.39K - $4.7K
|
3.75K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-51- 2.68% |
$3.34K - $3.58K
|
1.85K
$142K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32- 5.56% |
$2.09K - $2.24K
|
544
$41.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.22% |
$720 - $772
|
5.02K
$386K
|
|