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 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
|
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
|
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
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-237- 2.82% |
$18.9K - $19.7K
|
8.17K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$5.69M - $5.93M
|
71.2K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.99K- 4.56% |
$479K - $499K
|
126K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-981- 6.43% |
$78.4K - $81.7K
|
14.3K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-11- 0.17% |
$879 - $916
|
6.51K
$521K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-363- 2.32% |
$29K - $30.2K
|
15.3K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-115- 2.5% |
$9.19K - $9.57K
|
4.48K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
534New |
$42.7K - $44.5K
|
534
$42.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.5K- 32.46% |
$359K - $374K
|
9.35K
$749K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-449- 0.83% |
$35.9K - $37.4K
|
53.4K
$4.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-934- 4.3% |
$74.6K - $77.8K
|
20.8K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
975+ 2.4% |
$77.9K - $81.2K
|
41.6K
$3.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.41K+ 4.74% |
$193K - $201K
|
53.2K
$4.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-69- 2.72% |
$5.51K - $5.74K
|
2.47K
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 21.85% |
$95.9K - $99.9K
|
4.29K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
410+ 8.02% |
$32.8K - $34.1K
|
5.52K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-4.77K- 1.74% |
$381K - $397K
|
269K
$21.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
446New |
$35.6K - $37.1K
|
446
$35.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.41% |
$79.9 - $83.3
|
242
$19.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-160- 2.08% |
$12.8K - $13.3K
|
7.55K
$604K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 46.73% |
$1.87M - $1.95M
|
73.7K
$5.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.65K+ 7.76% |
$211K - $220K
|
36.8K
$2.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.02K+ 2.66% |
$321K - $334K
|
155K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-152- 5.2% |
$12.1K - $12.7K
|
2.77K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 2.83% |
$7.75K - $8.08K
|
3.52K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
379+ 2.22% |
$30.3K - $31.6K
|
17.4K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$217K - $226K
|
2.71K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-126- 1.27% |
$10.1K - $10.5K
|
9.77K
$782K
|
|