Latest Institutional Purchases of Ishare Morningstar Mid Cap Gro (IMCG)
This list provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.12MNew |
$249M - $260M
|
3.12M
$250M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
520K+ 156.99% |
$41.6M - $43.3M
|
852K
$68.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 7.26% |
$12.4M - $12.9M
|
2.29M
$183M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 50.34% |
$12.1M - $12.6M
|
452K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 29.76% |
$9.56M - $9.96M
|
522K
$41.8M
|
|
|
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 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
72.6K+ 114.03% |
$5.8M - $6.04M
|
136K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
72.2KNew |
$5.77M - $6.01M
|
72.2K
$5.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$5.69M - $5.93M
|
71.2K
$5.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
58KNew |
$4.63M - $4.83M
|
58K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
38.5KNew |
$3.07M - $3.2M
|
38.5K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.45M - $2.55M
|
30.7K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.6K+ 3.14% |
$2.44M - $2.55M
|
1M
$80.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 2.96% |
$2.4M - $2.5M
|
1.04M
$83.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 5.84% |
$2.05M - $2.13M
|
465K
$37.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.2K+ 6.52% |
$2.02M - $2.1M
|
412K
$33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 46.73% |
$1.87M - $1.95M
|
73.7K
$5.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 2.97% |
$1.85M - $1.93M
|
805K
$64.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21.8K+ 17.0% |
$1.74M - $1.81M
|
150K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.8K+ 115.8% |
$1.5M - $1.57M
|
35K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
18.6KNew |
$1.49M - $1.55M
|
18.6K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 186.61% |
$1.47M - $1.53M
|
28.3K
$2.26M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
18K+ 19.4% |
$1.44M - $1.5M
|
111K
$8.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.9K+ 54.6% |
$1.43M - $1.49M
|
50.8K
$4.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
17.8KNew |
$1.42M - $1.48M
|
17.8K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 5.01% |
$1.38M - $1.44M
|
362K
$29M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 7.86% |
$1.23M - $1.28M
|
211K
$16.9M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 3.04% |
$1M - $1.04M
|
425K
$34M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.8KNew |
$867K - $903K
|
10.8K
$868K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10.7K+ 28.34% |
$853K - $889K
|
48.4K
$3.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 1.64% |
$803K - $837K
|
624K
$49.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.69K+ 4.73% |
$774K - $807K
|
215K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.72K+ 26.65% |
$696K - $726K
|
41.4K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.28K+ 26.35% |
$661K - $689K
|
39.7K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.11K+ 7.18% |
$648K - $675K
|
121K
$9.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.98K+ 16.28% |
$638K - $665K
|
57K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.95K+ 5.33% |
$555K - $578K
|
137K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.91K+ 1.95% |
$552K - $576K
|
361K
$28.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.32K+ 7.86% |
$505K - $526K
|
86.7K
$6.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.09KNew |
$486K - $507K
|
6.09K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.98K+ 28.08% |
$478K - $498K
|
27.3K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
5.91KNew |
$472K - $492K
|
5.91K
$473K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
5.81K+ 27.97% |
$464K - $484K
|
26.6K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 25108.7% |
$461K - $481K
|
5.8K
$464K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.69K+ 35.16% |
$454K - $473K
|
21.9K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.6K+ 16.44% |
$447K - $466K
|
39.7K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.47K+ 30.17% |
$437K - $455K
|
23.6K
$1.89M
|
|