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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.4KNew |
$2.91M - $3.04M
|
36.4K
$2.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 228.67% |
$1.06M - $1.11M
|
19.1K
$1.53M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.8K+ 8.52% |
$945K - $988K
|
150K
$12M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.82K+ 2.14% |
$706K - $738K
|
421K
$33.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.44K+ 11.29% |
$515K - $538K
|
63.4K
$5.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 67.22% |
$511K - $534K
|
15.9K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$410K - $428K
|
5.12K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.1K+ 5.88% |
$408K - $427K
|
91.8K
$7.35M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.91K+ 12.38% |
$393K - $411K
|
44.6K
$3.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9K+ 28.3% |
$392K - $410K
|
22.2K
$1.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.64K+ 3.78% |
$372K - $389K
|
128K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.08K+ 5.39% |
$326K - $341K
|
79.7K
$6.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.79KNew |
$303K - $317K
|
3.79K
$303K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 47.24% |
$287K - $300K
|
11.2K
$895K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.79KNew |
$224K - $234K
|
2.79K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.41K+ 22.41% |
$193K - $201K
|
13.1K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.4KNew |
$192K - $201K
|
2.4K
$192K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
2.38K+ 8.95% |
$190K - $199K
|
29K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.12K+ 64.63% |
$170K - $178K
|
5.41K
$433K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.09K+ 4.33% |
$168K - $175K
|
50.5K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 18.77% |
$121K - $127K
|
9.59K
$768K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 70.43% |
$121K - $126K
|
3.65K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.48K+ 0.74% |
$119K - $124K
|
203K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 1.32% |
$116K - $122K
|
112K
$8.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 51.05% |
$105K - $110K
|
3.89K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07K+ 1.1% |
$85.5K - $89.4K
|
98.2K
$7.86M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.06K+ 22.4% |
$84.5K - $88.3K
|
5.76K
$461K
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 1.96% |
$83.2K - $86.9K
|
54K
$4.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.35% |
$81.6K - $85.3K
|
291K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
845+ 9.97% |
$67.7K - $70.7K
|
9.32K
$746K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
706+ 3.69% |
$56.5K - $59.1K
|
19.8K
$1.59M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 3.86% |
$53.8K - $56.2K
|
18.1K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
636+ 2.86% |
$50.9K - $53.2K
|
22.9K
$1.83M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
632+ 4.19% |
$50.6K - $52.9K
|
15.7K
$1.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
618New |
$49.5K - $51.7K
|
618
$49.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
594New |
$47.6K - $49.7K
|
594
$47.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
476+ 0.6% |
$38.1K - $39.8K
|
79.5K
$6.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
380New |
$30.4K - $31.8K
|
380
$30.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
300New |
$24K - $25.1K
|
300
$24K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 6.25% |
$21.4K - $22.3K
|
4.54K
$363K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$20.3K - $21.3K
|
254
$20.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
234+ 2.05% |
$18.7K - $19.6K
|
11.6K
$932K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 8.13% |
$16.9K - $17.7K
|
2.81K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 4.95% |
$14.6K - $15.2K
|
3.86K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 1.25% |
$10.1K - $10.5K
|
10.2K
$815K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
113+ 0.52% |
$9.05K - $9.46K
|
22K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
111+ 2.93% |
$8.89K - $9.29K
|
3.9K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.38% |
$6.73K - $7.03K
|
22.5K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 0.23% |
$2.24K - $2.34K
|
12.3K
$983K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.25% |
$1.28K - $1.34K
|
6.52K
$522K
|
|