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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.34K+ 12.61% |
$427K - $445K
|
47.7K
$3.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.31K+ 5.47% |
$424K - $442K
|
102K
$8.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.05K+ 5.66% |
$403K - $420K
|
94.2K
$7.54M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.83K+ 3.93% |
$385K - $402K
|
127K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
4.7KNew |
$375K - $391K
|
4.7K
$376K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.68K+ 2.71% |
$374K - $389K
|
177K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.22KNew |
$337K - $351K
|
4.22K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.04K+ 4.36% |
$323K - $336K
|
96.7K
$7.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.02K+ 2.66% |
$321K - $334K
|
155K
$12.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4K+ 89.59% |
$320K - $333K
|
8.47K
$678K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.85K+ 2.05% |
$307K - $320K
|
192K
$15.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.71KNew |
$296K - $309K
|
3.71K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.67K+ 105.46% |
$293K - $305K
|
7.15K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
3.65K+ 3.06% |
$292K - $304K
|
123K
$9.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.62K+ 81.23% |
$289K - $301K
|
8.07K
$646K
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
3.6K+ 5.64% |
$287K - $299K
|
67.4K
$5.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.29K+ 18.62% |
$263K - $274K
|
21K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.17K+ 3.32% |
$253K - $264K
|
98.5K
$7.89M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.74K+ 37.37% |
$218K - $228K
|
10.1K
$805K
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.72KNew |
$217K - $226K
|
2.72K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$217K - $226K
|
2.71K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68K+ 5.56% |
$214K - $223K
|
50.9K
$4.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.65K+ 7.76% |
$211K - $220K
|
36.8K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.58K+ 1.89% |
$206K - $214K
|
139K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57KNew |
$205K - $214K
|
2.57K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 6.74% |
$204K - $212K
|
40.4K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.46K+ 14.76% |
$196K - $205K
|
19.1K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.44KNew |
$195K - $203K
|
2.44K
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.41K+ 4.74% |
$193K - $201K
|
53.2K
$4.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14KNew |
$171K - $178K
|
2.14K
$171K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.97K+ 1.34% |
$158K - $164K
|
149K
$11.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
1.83K+ 6.49% |
$146K - $153K
|
30.1K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.83K+ 19.62% |
$146K - $152K
|
11.1K
$891K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.63KNew |
$130K - $135K
|
1.63K
$130K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.62K+ 30.59% |
$129K - $135K
|
6.92K
$554K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.53K+ 3.61% |
$122K - $127K
|
43.9K
$3.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.52K+ 8.6% |
$121K - $126K
|
19.2K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.48K+ 33.24% |
$118K - $123K
|
5.91K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$108K - $113K
|
1.36K
$108K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 2.78% |
$106K - $110K
|
49K
$3.92M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
1.31K+ 13.92% |
$105K - $109K
|
10.7K
$860K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 2.67% |
$103K - $107K
|
49.5K
$3.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.24K+ 9.04% |
$98.8K - $103K
|
14.9K
$1.19M
|
|
|
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 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.09K+ 34.16% |
$86.8K - $90.5K
|
4.27K
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.08K+ 13.76% |
$86K - $89.6K
|
8.9K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.04K+ 7.98% |
$83.1K - $86.6K
|
14.1K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 3.45% |
$81.2K - $84.6K
|
30.5K
$2.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
975+ 2.4% |
$77.9K - $81.2K
|
41.6K
$3.33M
|
|