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 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-3.99K- 10.2% |
$318K - $332K
|
35.1K
$2.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
338+ 7.01% |
$27K - $28.1K
|
5.16K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.6K- 16.66% |
$1.17M - $1.22M
|
73K
$5.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3+ 0.12% |
$240 - $250
|
2.5K
$200K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
91+ 0.12% |
$7.27K - $7.58K
|
78.6K
$6.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-274- 1.59% |
$21.9K - $22.8K
|
17K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
731New |
$58.4K - $60.9K
|
731
$58.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.52K+ 8.6% |
$121K - $126K
|
19.2K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.9% |
$5.99K - $6.24K
|
8.37K
$670K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.83K+ 19.62% |
$146K - $152K
|
11.1K
$891K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-14- 26.92% |
$1.12K - $1.17K
|
38
$3.04K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18.6KNew |
$1.49M - $1.55M
|
18.6K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.91K+ 1.95% |
$552K - $576K
|
361K
$28.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.1K- 13.45% |
$168K - $175K
|
13.5K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
631+ 5.6% |
$50.4K - $52.5K
|
11.9K
$952K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.28K+ 26.35% |
$661K - $689K
|
39.7K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.85K+ 2.05% |
$307K - $320K
|
192K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$79.9 - $83.3
|
515
$41.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-18- 0.12% |
$1.44K - $1.5K
|
14.9K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.98K+ 16.28% |
$638K - $665K
|
57K
$4.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.31K+ 5.47% |
$424K - $442K
|
102K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.8K- 92.32% |
$1.34M - $1.4M
|
1.4K
$112K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.57K- 8.06% |
$125K - $130K
|
17.9K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-62- 0.28% |
$4.95K - $5.16K
|
22.4K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.12MNew |
$249M - $260M
|
3.12M
$250M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
564+ 0.91% |
$45.1K - $47K
|
62.3K
$4.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-849- 0.21% |
$67.8K - $70.7K
|
404K
$32.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.22KNew |
$337K - $351K
|
4.22K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-368- 1.34% |
$29.4K - $30.6K
|
27.1K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
220+ 4.65% |
$17.6K - $18.3K
|
4.96K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-80- 1.27% |
$6.39K - $6.66K
|
6.23K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.27K- 15.85% |
$421K - $439K
|
28K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.71KNew |
$296K - $309K
|
3.71K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.05K+ 5.66% |
$403K - $420K
|
94.2K
$7.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-194- 1.78% |
$15.5K - $16.2K
|
10.7K
$856K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.5K+ 1801.83% |
$7.07M - $7.37M
|
93.4K
$7.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 4.84% |
$91.9K - $95.7K
|
22.6K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-479- 5.61% |
$38.3K - $39.9K
|
8.06K
$645K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
703+ 0.9% |
$56.2K - $58.5K
|
79K
$6.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.53K+ 3.61% |
$122K - $127K
|
43.9K
$3.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
152+ 0.78% |
$12.1K - $12.7K
|
19.7K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.03% |
$1.2K - $1.25K
|
51.9K
$4.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.57K- 94.98% |
$125K - $131K
|
83
$6.64K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.11K+ 7.18% |
$648K - $675K
|
121K
$9.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.72K+ 26.65% |
$696K - $726K
|
41.4K
$3.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
108+ 2.31% |
$8.63K - $8.99K
|
4.79K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-700- 14.74% |
$55.9K - $58.3K
|
4.05K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 2.78% |
$106K - $110K
|
49K
$3.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
50+ 1.97% |
$3.99K - $4.16K
|
2.59K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 1.58% |
$3.99K - $4.16K
|
3.11K
$249K
|
|