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 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-748- 22.1% |
$59.9K - $62.6K
|
2.64K
$211K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 51.05% |
$105K - $110K
|
3.89K
$311K
|
|
|
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
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
111+ 2.93% |
$8.89K - $9.29K
|
3.9K
$312K
|
|
|
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
|
First Bank & Trust
|
BUY
|
- |
2.41K+ 22.41% |
$193K - $201K
|
13.1K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 1.25% |
$10.1K - $10.5K
|
10.2K
$815K
|
|
|
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
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
845+ 9.97% |
$67.7K - $70.7K
|
9.32K
$746K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 70.43% |
$121K - $126K
|
3.65K
$292K
|
|
|
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 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
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.64K+ 3.78% |
$372K - $389K
|
128K
$10.2M
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 4.95% |
$14.6K - $15.2K
|
3.86K
$309K
|
|
|
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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
476+ 0.6% |
$38.1K - $39.8K
|
79.5K
$6.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.38% |
$6.73K - $7.03K
|
22.5K
$1.8M
|
|
|
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
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 8.13% |
$16.9K - $17.7K
|
2.81K
$225K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.27% |
$881 - $920
|
4.08K
$327K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 23.81% |
$120K - $126K
|
4.8K
$384K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.54K- 1.5% |
$764K - $798K
|
626K
$50.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 47.24% |
$287K - $300K
|
11.2K
$895K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 3.65% |
$18.7K - $19.5K
|
6.64K
$532K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
704+ 25.1% |
$56.2K - $58.6K
|
3.51K
$281K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$160 - $167
|
722
$57.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 2.73% |
$12.5K - $13.1K
|
5.91K
$473K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
1.83K+ 6.49% |
$146K - $153K
|
30.1K
$2.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13- 0.99% |
$1.04K - $1.08K
|
1.3K
$104K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.74K+ 37.37% |
$218K - $228K
|
10.1K
$805K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.62K+ 30.59% |
$129K - $135K
|
6.92K
$554K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.83K+ 3.93% |
$385K - $402K
|
127K
$10.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-23- 0.42% |
$1.84K - $1.91K
|
5.5K
$440K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
17.8KNew |
$1.42M - $1.48M
|
17.8K
$1.43M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
18K+ 19.4% |
$1.44M - $1.5M
|
111K
$8.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
133+ 2.68% |
$10.6K - $11.1K
|
5.09K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 2.78% |
$3.31M - $3.45M
|
1.45M
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 186.61% |
$1.47M - $1.53M
|
28.3K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.14% |
$1.2K - $1.25K
|
10.4K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 50.34% |
$12.1M - $12.6M
|
452K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 2.96% |
$2.4M - $2.5M
|
1.04M
$83.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$79.9 - $83.3
|
14.5K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.44KNew |
$195K - $203K
|
2.44K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.58K- 1.8% |
$126K - $132K
|
86K
$6.89M
|
|