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 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
|
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
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 5.84% |
$2.05M - $2.13M
|
465K
$37.2M
|
|
|
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
|
Comerica Bank
|
BUY
|
- |
267+ 1.35% |
$21.3K - $22.2K
|
20K
$1.6M
|
|
|
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
|
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
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-10.6K- 8.62% |
$847K - $882K
|
112K
$9M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.97K+ 1.34% |
$158K - $164K
|
149K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
103+ 0.87% |
$8.23K - $8.57K
|
12K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 7.86% |
$1.23M - $1.28M
|
211K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-397- 1.29% |
$31.7K - $33.1K
|
30.4K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.72KNew |
$217K - $226K
|
2.72K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-462- 16.18% |
$36.9K - $38.5K
|
2.39K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.46K+ 14.76% |
$196K - $205K
|
19.1K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.19% |
$479 - $500
|
3.23K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-946- 1.24% |
$75.6K - $78.8K
|
75.6K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-460- 12.89% |
$36.7K - $38.3K
|
3.11K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-529- 1.39% |
$42.3K - $44K
|
37.6K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.95K+ 5.33% |
$555K - $578K
|
137K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
38.5KNew |
$3.07M - $3.2M
|
38.5K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.67K+ 105.46% |
$293K - $305K
|
7.15K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
65+ 1.3% |
$5.19K - $5.41K
|
5.05K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 7.26% |
$12.4M - $12.9M
|
2.29M
$183M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
250+ 2.11% |
$20K - $20.8K
|
12.1K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.47K+ 30.17% |
$437K - $455K
|
23.6K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
5.91KNew |
$472K - $492K
|
5.91K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
17+ 0.18% |
$1.36K - $1.42K
|
9.53K
$763K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
70+ 0.72% |
$5.59K - $5.83K
|
9.73K
$779K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 42.86% |
$120K - $125K
|
2K
$160K
|
|