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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.35% |
$1.28K - $1.33K
|
4.54K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 1.79% |
$15.5K - $16.2K
|
11K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 2.97% |
$1.85M - $1.93M
|
805K
$64.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-125- 3.52% |
$9.99K - $10.4K
|
3.43K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
72.2KNew |
$5.77M - $6.01M
|
72.2K
$5.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 1.69% |
$5.59K - $5.83K
|
4.2K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
63+ 10.11% |
$5.03K - $5.24K
|
686
$54.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 0.36% |
$18.9K - $19.7K
|
66K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.06% |
$559 - $583
|
11.5K
$921K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
193+ 3.44% |
$15.4K - $16.1K
|
5.81K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.6K+ 3.14% |
$2.44M - $2.55M
|
1M
$80.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-346- 1.87% |
$27.6K - $28.8K
|
18.1K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.2K+ 6.52% |
$2.02M - $2.1M
|
412K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62New |
$4.95K - $5.16K
|
62
$4.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-165- 0.74% |
$13.2K - $13.7K
|
22K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
820+ 3.9% |
$65.5K - $68.3K
|
21.8K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.8K+ 115.8% |
$1.5M - $1.57M
|
35K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
520K+ 156.99% |
$41.6M - $43.3M
|
852K
$68.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.69K+ 4.73% |
$774K - $807K
|
215K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.64% |
$12K - $12.5K
|
9.01K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 5.01% |
$1.38M - $1.44M
|
362K
$29M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 6.74% |
$204K - $212K
|
40.4K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 5.84% |
$2.05M - $2.13M
|
465K
$37.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.11% |
$879 - $916
|
9.81K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.27% |
$79.9 - $83.3
|
365
$29.2K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
262+ 35.31% |
$20.9K - $21.8K
|
1K
$80.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$160 - $167
|
3.07K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
469+ 7.81% |
$37.5K - $39K
|
6.48K
$518K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 5.22% |
$2.56K - $2.66K
|
645
$51.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.04K+ 7.98% |
$83.1K - $86.6K
|
14.1K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
758+ 3.09% |
$60.6K - $63.1K
|
25.3K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 3.04% |
$1M - $1.04M
|
425K
$34M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.04K+ 4.36% |
$323K - $336K
|
96.7K
$7.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
267+ 1.35% |
$21.3K - $22.2K
|
20K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.08K- 3.4% |
$166K - $173K
|
58.9K
$4.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
230New |
$18.4K - $19.1K
|
230
$18.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-225- 1.84% |
$18K - $18.7K
|
12K
$959K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.25K- 14.99% |
$419K - $437K
|
29.8K
$2.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 1.74% |
$5.03K - $5.24K
|
3.56K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
297+ 3.19% |
$23.7K - $24.7K
|
9.61K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.72K- 3.92% |
$297K - $309K
|
91K
$7.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
710+ 7.61% |
$56.7K - $59.1K
|
10K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 8.08% |
$168K - $175K
|
23.9K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 0.2% |
$4.63K - $4.83K
|
29.2K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.51K- 1.08% |
$121K - $126K
|
138K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7- 0.19% |
$559 - $583
|
3.77K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.7K- 18.56% |
$455K - $474K
|
25K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
3.6K+ 5.64% |
$287K - $299K
|
67.4K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
102New |
$8.15K - $8.49K
|
102
$8.17K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.34K+ 12.61% |
$427K - $445K
|
47.7K
$3.82M
|
|