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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-179- 6.27% |
$14.3K - $14.9K
|
2.68K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.06% |
$240 - $250
|
4.71K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
3.65K+ 3.06% |
$292K - $304K
|
123K
$9.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
4.7KNew |
$375K - $391K
|
4.7K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-70.1K- 62.86% |
$5.6M - $5.84M
|
41.4K
$3.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
754+ 10.89% |
$60.2K - $62.8K
|
7.68K
$615K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.17K+ 3.32% |
$253K - $264K
|
98.5K
$7.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-4.48KClosed |
$358K - $373K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.63KNew |
$130K - $135K
|
1.63K
$130K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
153+ 2.06% |
$12.2K - $12.7K
|
7.6K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$108K - $113K
|
1.36K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 7.69% |
$559 - $583
|
98
$7.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$79.9 - $83.3
|
5.02K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68K+ 5.56% |
$214K - $223K
|
50.9K
$4.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 2.46% |
$164K - $171K
|
85.7K
$6.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
58KNew |
$4.63M - $4.83M
|
58K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 27.88% |
$58.1K - $60.5K
|
3.34K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.09KNew |
$486K - $507K
|
6.09K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 1.64% |
$803K - $837K
|
624K
$49.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
890+ 34.74% |
$71.1K - $74.1K
|
3.45K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.45M - $2.55M
|
30.7K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.39K- 9.38% |
$191K - $199K
|
23.1K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$240 - $250
|
1.56K
$125K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-98- 1.7% |
$7.83K - $8.16K
|
5.68K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.22K- 14.73% |
$97.5K - $102K
|
7.07K
$566K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
515+ 8.46% |
$41.1K - $42.9K
|
6.6K
$529K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.46K- 13.34% |
$117K - $122K
|
9.49K
$760K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.06% |
$479 - $500
|
9.54K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.8K- 45.76% |
$1.42M - $1.48M
|
21.1K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 2.2% |
$90.9K - $94.7K
|
52.9K
$4.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.58K+ 1.89% |
$206K - $214K
|
139K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
297New |
$23.7K - $24.7K
|
297
$23.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-257Closed |
$20.5K - $21.4K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 2.67% |
$103K - $107K
|
49.5K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.6K+ 16.44% |
$447K - $466K
|
39.7K
$3.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 0.29% |
$9.59K - $9.99K
|
41.4K
$3.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-15- 0.1% |
$1.2K - $1.25K
|
15.1K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
140+ 1.41% |
$11.2K - $11.7K
|
10.1K
$805K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
792+ 0.82% |
$63.3K - $65.9K
|
97.2K
$7.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
72+ 0.64% |
$5.75K - $5.99K
|
11.4K
$913K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57KNew |
$205K - $214K
|
2.57K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-30- 0.73% |
$2.4K - $2.5K
|
4.07K
$326K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.68K+ 2.71% |
$374K - $389K
|
177K
$14.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-57- 0.03% |
$4.55K - $4.75K
|
192K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 8.42% |
$809K - $843K
|
110K
$8.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-603- 8.37% |
$48.2K - $50.2K
|
6.6K
$528K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.62K+ 81.23% |
$289K - $301K
|
8.07K
$646K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
599+ 3.31% |
$47.9K - $49.9K
|
18.7K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2- 0.78% |
$160 - $167
|
253
$20.3K
|
|