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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.57KNew |
$479K - $607K
|
7.57K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-355- 11.16% |
$22.5K - $28.5K
|
2.83K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
513+ 125.12% |
$32.5K - $41.2K
|
923
$73.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.14K - $1.44K
|
8.95K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 18.85% |
$82.4K - $104K
|
5.6K
$448K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
182New |
$11.5K - $14.6K
|
182
$14.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
336New |
$21.3K - $27K
|
336
$26.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.64KNew |
$167K - $212K
|
2.64K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 20.0% |
$6.34K - $8.02K
|
400
$32K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-788- 21.06% |
$49.9K - $63.2K
|
2.95K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.89K- 9.17% |
$120K - $151K
|
18.7K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29KNew |
$208K - $264K
|
3.29K
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 11.39% |
$2.85K - $3.61K
|
350
$28K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 4.5% |
$40.4K - $51.2K
|
14.8K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.08KNew |
$68.2K - $86.3K
|
1.08K
$86.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63New |
$3.99K - $5.05K
|
63
$5.04K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.3KNew |
$2.3M - $2.91M
|
36.3K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127New |
$8.05K - $10.2K
|
127
$10.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 15.38% |
$32.1K - $40.7K
|
2.79K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
219+ 43.8% |
$13.9K - $17.6K
|
719
$57.6K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34- 0.61% |
$2.15K - $2.73K
|
5.52K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 3.26% |
$3.17K - $4.01K
|
1.49K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-647- 19.44% |
$41K - $51.9K
|
2.68K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37- 7.44% |
$2.34K - $2.97K
|
460
$36.8K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.51KNew |
$159K - $202K
|
2.51K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.27% |
$1.39K - $1.77K
|
7.98K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 6.69% |
$81.8K - $104K
|
18K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 39.84% |
$6.34K - $8.02K
|
151
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-999- 27.5% |
$63.3K - $80.1K
|
2.63K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
5.16K+ 8.09% |
$327K - $414K
|
69K
$5.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 1.77% |
$2.53K - $3.21K
|
2.22K
$177K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.6KNew |
$164K - $208K
|
2.6K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.1K+ 13.12% |
$69.8K - $88.4K
|
9.5K
$761K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 31.06% |
$27.8K - $35.1K
|
1.85K
$148K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
335New |
$23.3K - $26.8K
|
335
$26.8K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$69.7 - $80
|
1
$80.1
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.45KNew |
$241K - $276K
|
3.45K
$276K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.34M - $1.54M
|
19.3K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$80.9K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.34K- 12.23% |
$93.2K - $107K
|
9.6K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85K+ 359.99% |
$687K - $788K
|
12.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 51.04% |
$70.4K - $80.8K
|
2.99K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.08KNew |
$424K - $487K
|
6.08K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12K+ 40.32% |
$357K - $410K
|
17.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$270K - $310K
|
3.87K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.56KNew |
$527K - $605K
|
7.56K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.13K- 1.67% |
$636K - $730K
|
538K
$43M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$3.62K - $4.16K
|
52
$4.16K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 99.71% |
$12.4M - $14.2M
|
514
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.6M
|
|