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 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 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-368- 1.34% |
$29.4K - $30.6K
|
27.1K
$2.17M
|
|
|
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
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.5K+ 1801.83% |
$7.07M - $7.37M
|
93.4K
$7.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-479- 5.61% |
$38.3K - $39.9K
|
8.06K
$645K
|
|
|
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
|
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
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.03% |
$1.2K - $1.25K
|
51.9K
$4.16M
|
|
|
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
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 2.78% |
$106K - $110K
|
49K
$3.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 1.58% |
$3.99K - $4.16K
|
3.11K
$249K
|
|
|
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
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-700- 14.74% |
$55.9K - $58.3K
|
4.05K
$324K
|
|
|
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
|
Stephens Inc
|
SELL
|
- |
-179- 6.27% |
$14.3K - $14.9K
|
2.68K
$214K
|
|
|
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
|
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
|
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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.46K- 13.34% |
$117K - $122K
|
9.49K
$760K
|
|
|
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
|
|