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 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
102+ 2.77% |
$8.15K - $8.49K
|
3.79K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 25108.7% |
$461K - $481K
|
5.8K
$464K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.08K+ 13.76% |
$86K - $89.6K
|
8.9K
$712K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
168+ 4.17% |
$13.4K - $14K
|
4.2K
$336K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
1.31K+ 13.92% |
$105K - $109K
|
10.7K
$860K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
195+ 0.12% |
$15.6K - $16.2K
|
169K
$13.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
658+ 3.05% |
$52.6K - $54.8K
|
22.2K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.79% |
$79.9 - $83.3
|
57
$4.56K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
72.6K+ 114.03% |
$5.8M - $6.04M
|
136K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-152- 3.97% |
$12.1K - $12.7K
|
3.68K
$295K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-550- 9.08% |
$43.9K - $45.8K
|
5.51K
$441K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.32K+ 7.86% |
$505K - $526K
|
86.7K
$6.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.09K+ 34.16% |
$86.8K - $90.5K
|
4.27K
$342K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.04K- 19.87% |
$243K - $253K
|
12.3K
$981K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4K+ 89.59% |
$320K - $333K
|
8.47K
$678K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.83K- 28.89% |
$226K - $236K
|
6.97K
$558K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14.9K+ 307.8% |
$1.19M - $1.24M
|
19.8K
$1.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-12- 0.04% |
$959 - $999
|
28.8K
$2.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
5.81K+ 27.97% |
$464K - $484K
|
26.6K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.69K+ 35.16% |
$454K - $473K
|
21.9K
$1.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.24K+ 9.04% |
$98.8K - $103K
|
14.9K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
423+ 2.5% |
$33.8K - $35.2K
|
17.3K
$1.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14KNew |
$171K - $178K
|
2.14K
$171K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.69K- 1.92% |
$454K - $474K
|
290K
$23.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
321+ 1.88% |
$25.6K - $26.7K
|
17.4K
$1.39M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91.4K- 19.49% |
$5.79M - $7.33M
|
377K
$30.2M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.04% |
$63.4 - $80.2
|
2.84K
$228K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
61+ 1.75% |
$3.86K - $4.89K
|
3.54K
$284K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.88KNew |
$183K - $231K
|
2.88K
$231K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-199- 1.7% |
$12.6K - $16K
|
11.5K
$921K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$208K - $263K
|
3.28K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.78KNew |
$113K - $143K
|
1.78K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1KNew |
$69.6K - $88.1K
|
1.1K
$87.9K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-122- 3.37% |
$7.73K - $9.79K
|
3.5K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.52KNew |
$160K - $203K
|
2.52K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
37.3KNew |
$2.36M - $2.99M
|
37.3K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
76.1KNew |
$4.82M - $6.1M
|
76.1K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 73.45% |
$727K - $921K
|
4.15K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.8K- 60.42% |
$367K - $465K
|
3.8K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$140K - $177K
|
2.21K
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 18.05% |
$76K - $96.3K
|
5.45K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.04K- 18.31% |
$65.8K - $83.3K
|
4.63K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 24.18% |
$12.7K - $16K
|
627
$50.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70.4K+ 37.99% |
$4.46M - $5.65M
|
256K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$156K - $197K
|
2.46K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 0.88% |
$304K - $385K
|
541K
$43.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$63.4 - $80.2
|
3.89K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-379- 7.35% |
$24K - $30.4K
|
4.77K
$382K
|
|