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 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-588Closed |
$34.7K - $42.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-200- 4.17% |
$11.8K - $14.5K
|
4.6K
$369K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-154Closed |
$9.08K - $11.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-108Closed |
$6.37K - $7.84K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.7KClosed |
$2.09M - $2.34M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-30.7KClosed |
$2.09M - $2.34M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2KClosed |
$1.52M - $1.7M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19.3KClosed |
$1.32M - $1.48M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-15.9KClosed |
$1.09M - $1.22M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-570Closed |
$38.9K - $43.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-474Closed |
$32.3K - $36.2K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-20.7KClosed |
$1.39M - $1.51M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.37KClosed |
$495K - $540K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.64KClosed |
$312K - $341K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.24KClosed |
$218K - $238K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7KClosed |
$671K - $743K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.16KClosed |
$385K - $426K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.59KClosed |
$224K - $249K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.21KClosed |
$200K - $222K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.46KClosed |
$154K - $170K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.14KClosed |
$134K - $148K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Pacific Wealth Management
|
SELL
|
- |
-1.79KClosed |
$112K - $124K
|
0
$0
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$65.4K - $72.5K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$4.06K - $4.5K
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2Closed |
$125 - $138
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-172KClosed |
$10.3M - $12M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-76.6KClosed |
$4.58M - $5.34M
|
0
$0
|
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-6.24KClosed |
$373K - $435K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-150Closed |
$8.96K - $10.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-74Closed |
$4.42K - $5.15K
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-73Closed |
$4.36K - $5.08K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-40Closed |
$2.39K - $2.78K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15KClosed |
$805K - $975K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.95KClosed |
$104K - $127K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.84KClosed |
$98.5K - $119K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-41Closed |
$2.2K - $2.67K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.34K - $1.63K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8Closed |
$429 - $520
|
0
$0
|
|
Q3 2020 | |||||||
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-5.94KClosed |
$292K - $332K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-1KClosed |
$34.8K - $49K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-985Closed |
$34.2K - $48.3K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-58Closed |
$2.02K - $2.84K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38Closed |
$1.32K - $1.86K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26.5K- 96.46% |
$832K - $1.26M
|
972
$77.9K
|
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.92KClosed |
$60.2K - $91.4K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.83KClosed |
$57.6K - $87.3K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-217Closed |
$6.82K - $10.3K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-24Closed |
$754 - $1.14K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.2KClosed |
$601K - $670K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290Closed |
$11.4K - $12.8K
|
0
$0
|