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 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 50.84% |
$765K - $820K
|
11.3K
$824K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.73K- 99.51% |
$571K - $612K
|
43
$3.14K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.12K- 5.3% |
$335K - $359K
|
91.4K
$6.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-4.17K- 17.18% |
$273K - $292K
|
20.1K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.37K- 50.0% |
$220K - $236K
|
3.37K
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 32.82% |
$207K - $221K
|
6.46K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$112K - $120K
|
9.6K
$700K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.66K- 1.0% |
$108K - $116K
|
164K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 4.94% |
$94.1K - $101K
|
27.7K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.31K- 2.1% |
$85.6K - $91.8K
|
61.1K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 6.5% |
$70.8K - $75.9K
|
15.6K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.02KClosed |
$67K - $71.8K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-958- 1.57% |
$62.7K - $67.2K
|
60K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-832- 12.8% |
$54.5K - $58.4K
|
5.67K
$413K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-690- 2.53% |
$45.2K - $48.4K
|
26.6K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-605- 10.79% |
$39.6K - $42.4K
|
5K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-565- 6.74% |
$37K - $39.6K
|
7.82K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 2.58% |
$26.2K - $28.1K
|
15.1K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-380- 1.5% |
$24.9K - $26.7K
|
25K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-378- 0.72% |
$24.7K - $26.5K
|
52.3K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-361- 1.24% |
$23.6K - $25.3K
|
28.8K
$2.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-332- 6.03% |
$21.7K - $23.3K
|
5.18K
$378K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-315- 2.55% |
$20.6K - $22.1K
|
12K
$877K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-246- 1.86% |
$16.1K - $17.3K
|
13K
$946K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-238- 2.27% |
$15.6K - $16.7K
|
10.3K
$748K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-210- 0.7% |
$13.7K - $14.7K
|
29.7K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 0.91% |
$11.8K - $12.6K
|
19.6K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-135- 3.25% |
$8.84K - $9.47K
|
4.02K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.92K - $8.49K
|
3.23K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 21.57% |
$7.2K - $7.72K
|
400
$29.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 8.94% |
$7.07K - $7.58K
|
1.1K
$80.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-99- 0.8% |
$6.48K - $6.94K
|
12.3K
$899K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 1.76% |
$4.39K - $4.7K
|
3.75K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-51- 1.06% |
$3.34K - $3.58K
|
4.77K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-51- 2.68% |
$3.34K - $3.58K
|
1.85K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45- 0.34% |
$2.95K - $3.16K
|
13K
$950K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32- 5.56% |
$2.09K - $2.24K
|
544
$39.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18- 0.03% |
$1.18K - $1.26K
|
55.2K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.22% |
$720 - $772
|
5.02K
$366K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.74K- 2.94% |
$296K - $335K
|
157K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.42K- 3.58% |
$276K - $312K
|
119K
$8.68M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.46K- 6.23% |
$216K - $244K
|
52K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$112K - $127K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 10.2% |
$74.6K - $84.5K
|
10.5K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-815- 21.44% |
$50.9K - $57.6K
|
2.99K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-500- 11.3% |
$31.2K - $35.3K
|
3.92K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-280- 6.71% |
$17.5K - $19.8K
|
3.89K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-244- 6.55% |
$15.2K - $17.2K
|
3.48K
$254K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 9.93% |
$4.99K - $5.65K
|
726
$52.9K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65- 38.01% |
$4.06K - $4.59K
|
106
$7.73K
|
|