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 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
|
|
|
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 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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 2.67% |
$103K - $107K
|
49.5K
$3.97M
|
|
|
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 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
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
890+ 34.74% |
$71.1K - $74.1K
|
3.45K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
820+ 3.9% |
$65.5K - $68.3K
|
21.8K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
758+ 3.09% |
$60.6K - $63.1K
|
25.3K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
754+ 10.89% |
$60.2K - $62.8K
|
7.68K
$615K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
731New |
$58.4K - $60.9K
|
731
$58.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 27.88% |
$58.1K - $60.5K
|
3.34K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
710+ 7.61% |
$56.7K - $59.1K
|
10K
$803K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
704+ 25.1% |
$56.2K - $58.6K
|
3.51K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
657+ 1.17% |
$52.5K - $54.7K
|
56.6K
$4.53M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
631+ 5.6% |
$50.4K - $52.5K
|
11.9K
$952K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
599+ 3.31% |
$47.9K - $49.9K
|
18.7K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
564+ 0.91% |
$45.1K - $47K
|
62.3K
$4.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
534New |
$42.7K - $44.5K
|
534
$42.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
515+ 8.46% |
$41.1K - $42.9K
|
6.6K
$529K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
469+ 7.81% |
$37.5K - $39K
|
6.48K
$518K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
446New |
$35.6K - $37.1K
|
446
$35.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
410+ 8.02% |
$32.8K - $34.1K
|
5.52K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
379+ 2.22% |
$30.3K - $31.6K
|
17.4K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
370New |
$29.6K - $30.8K
|
370
$29.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
338+ 7.01% |
$27K - $28.1K
|
5.16K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
297+ 3.19% |
$23.7K - $24.7K
|
9.61K
$770K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
297New |
$23.7K - $24.7K
|
297
$23.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
267+ 1.35% |
$21.3K - $22.2K
|
20K
$1.6M
|
|