Latest Institutional Transactions on Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.02K- 21.18% |
$162K - $169K
|
7.52K
$602K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-241- 1.07% |
$19.3K - $20.2K
|
22.4K
$1.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
618New |
$49.5K - $51.7K
|
618
$49.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
594New |
$47.6K - $49.7K
|
594
$47.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
234+ 2.05% |
$18.7K - $19.6K
|
11.6K
$932K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.12K+ 64.63% |
$170K - $178K
|
5.41K
$433K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
300New |
$24K - $25.1K
|
300
$24K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 0.23% |
$2.24K - $2.34K
|
12.3K
$983K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
2.38K+ 8.95% |
$190K - $199K
|
29K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.98K- 10.64% |
$239K - $249K
|
25K
$2M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.4KNew |
$2.91M - $3.04M
|
36.4K
$2.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 6.25% |
$21.4K - $22.3K
|
4.54K
$363K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
15+ 0.27% |
$1.2K - $1.26K
|
5.54K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.44K+ 11.29% |
$515K - $538K
|
63.4K
$5.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$160 - $167
|
3.07K
$246K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
32.5K+ 218.11% |
$2.6M - $2.72M
|
47.5K
$3.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.1K+ 5.88% |
$408K - $427K
|
91.8K
$7.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9K+ 28.3% |
$392K - $410K
|
22.2K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.82K+ 2.14% |
$706K - $738K
|
421K
$33.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07K+ 1.1% |
$85.5K - $89.4K
|
98.2K
$7.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 67.22% |
$511K - $534K
|
15.9K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
113+ 0.52% |
$9.05K - $9.46K
|
22K
$1.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$410K - $428K
|
5.12K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.25% |
$1.28K - $1.34K
|
6.52K
$522K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 51.05% |
$105K - $110K
|
3.89K
$311K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
111+ 2.93% |
$8.89K - $9.29K
|
3.9K
$312K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.48K+ 0.74% |
$119K - $124K
|
203K
$16.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$20.3K - $21.3K
|
254
$20.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-748- 22.1% |
$59.9K - $62.6K
|
2.64K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 1.25% |
$10.1K - $10.5K
|
10.2K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.41K+ 22.41% |
$193K - $201K
|
13.1K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.08K+ 5.39% |
$326K - $341K
|
79.7K
$6.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 1.32% |
$116K - $122K
|
112K
$8.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
636+ 2.86% |
$50.9K - $53.2K
|
22.9K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 18.77% |
$121K - $127K
|
9.59K
$768K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 70.43% |
$121K - $126K
|
3.65K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
845+ 9.97% |
$67.7K - $70.7K
|
9.32K
$746K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.64K+ 3.78% |
$372K - $389K
|
128K
$10.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.06K+ 22.4% |
$84.5K - $88.3K
|
5.76K
$461K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 3.86% |
$53.8K - $56.2K
|
18.1K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
476+ 0.6% |
$38.1K - $39.8K
|
79.5K
$6.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12- 0.22% |
$961 - $1K
|
5.5K
$440K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.09K+ 4.33% |
$168K - $175K
|
50.5K
$4.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
380New |
$30.4K - $31.8K
|
380
$30.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.79KNew |
$224K - $234K
|
2.79K
$224K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.4% |
$80.1 - $83.7
|
254
$20.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 4.95% |
$14.6K - $15.2K
|
3.86K
$309K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 8.13% |
$16.9K - $17.7K
|
2.81K
$225K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.35% |
$81.6K - $85.3K
|
291K
$23.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.38% |
$6.73K - $7.03K
|
22.5K
$1.8M
|
|