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 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
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.41K+ 4.74% |
$193K - $201K
|
53.2K
$4.26M
|
|
|
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
|
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
|
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
|
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
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-152- 5.2% |
$12.1K - $12.7K
|
2.77K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8+ 0.2% |
$639 - $666
|
4.07K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-292- 0.92% |
$23.3K - $24.3K
|
31.4K
$2.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.18% |
$559 - $583
|
3.85K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-126- 1.27% |
$10.1K - $10.5K
|
9.77K
$782K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$217K - $226K
|
2.71K
$217K
|
|
|
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
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 2.83% |
$7.75K - $8.08K
|
3.52K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.8KNew |
$867K - $903K
|
10.8K
$868K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.01K- 52.86% |
$240K - $250K
|
2.68K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-214- 0.36% |
$17.1K - $17.8K
|
58.8K
$4.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$79.9 - $83.3
|
3.35K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-249- 5.41% |
$19.9K - $20.7K
|
4.35K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
240+ 3.84% |
$19.2K - $20K
|
6.49K
$520K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21.8K+ 17.0% |
$1.74M - $1.81M
|
150K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
94+ 1.38% |
$7.51K - $7.83K
|
6.92K
$554K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-308- 3.69% |
$24.6K - $25.6K
|
8.04K
$644K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.29K- 82.33% |
$262K - $273K
|
705
$56.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.29K+ 18.62% |
$263K - $274K
|
21K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.02% |
$399 - $416
|
21.3K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 3.45% |
$81.2K - $84.6K
|
30.5K
$2.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.08% |
$240 - $250
|
3.75K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
117+ 0.05% |
$9.35K - $9.74K
|
226K
$18.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10.7K+ 28.34% |
$853K - $889K
|
48.4K
$3.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.9K+ 54.6% |
$1.43M - $1.49M
|
50.8K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
184+ 0.94% |
$14.7K - $15.3K
|
19.8K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 0.94% |
$2K - $2.08K
|
2.62K
$210K
|
|