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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-97- 2.0% |
$5.47K - $6.13K
|
4.74K
$380K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 0.55% |
$3.39K - $3.79K
|
10.9K
$876K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$94.4K - $104K
|
9.6K
$770K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-600- 43.67% |
$33.1K - $36.6K
|
774
$62.1K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-587- 1.71% |
$32.4K - $35.8K
|
33.7K
$2.7M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-84- 0.78% |
$4.64K - $5.12K
|
10.8K
$862K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.37K- 1.4% |
$73.3K - $83.5K
|
96.8K
$7.76M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-454- 9.85% |
$24.2K - $27.6K
|
4.16K
$333K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$53.4 - $60.9
|
1
$80.2
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.5K- 58.96% |
$221K - $260K
|
3.13K
$251K
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-820- 3.27% |
$40.3K - $47.3K
|
24.2K
$1.94M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-547Closed |
$26.9K - $31.6K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4- 0.02% |
$197 - $231
|
20.5K
$1.65M
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.2K- 29.22% |
$111K - $134K
|
5.32K
$427K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 7.93% |
$106K - $129K
|
24.5K
$1.96M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.3K- 15.99% |
$65.4K - $79.4K
|
6.83K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-840- 94.81% |
$42.3K - $51.3K
|
46
$3.69K
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-415- 7.35% |
$20.9K - $25.3K
|
5.23K
$419K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-135KClosed |
$6.71M - $8.8M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.5K- 76.37% |
$968K - $1.27M
|
6.03K
$484K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.5KClosed |
$918K - $1.2M
|
0
$0
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.2K- 72.02% |
$558K - $732K
|
4.37K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.6KClosed |
$477K - $626K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.82KClosed |
$438K - $575K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.72KClosed |
$284K - $373K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.16KClosed |
$256K - $336K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.75KClosed |
$236K - $309K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$208K - $273K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.73KClosed |
$185K - $243K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.45KClosed |
$171K - $225K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.26KClosed |
$162K - $212K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3.24KClosed |
$161K - $211K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 92.31% |
$59.6K - $78.2K
|
100
$8.02K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-792- 13.79% |
$39.3K - $51.6K
|
4.95K
$397K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-272Closed |
$13.5K - $17.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-234Closed |
$11.6K - $15.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.97K - $6.52K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-364KClosed |
$21.5M - $26.4M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-101KClosed |
$5.95M - $7.32M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-41.4KClosed |
$2.44M - $3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.7KClosed |
$2.1M - $2.59M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.2KClosed |
$424K - $522K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$283K - $348K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.26KClosed |
$251K - $309K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.42KClosed |
$202K - $248K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.42KClosed |
$202K - $248K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.21KClosed |
$189K - $233K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.76KClosed |
$163K - $200K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-969Closed |
$57.2K - $70.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-656- 14.77% |
$38.7K - $47.6K
|
3.79K
$304K
|