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 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 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
|
|
|
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
|
|
|
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 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 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 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
|
|
|
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
|
|
|
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
|
|
|
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
|
|