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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
792+ 0.82% |
$63.3K - $65.9K
|
97.2K
$7.78M
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
703+ 0.9% |
$56.2K - $58.5K
|
79K
$6.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
658+ 3.05% |
$52.6K - $54.8K
|
22.2K
$1.78M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
423+ 2.5% |
$33.8K - $35.2K
|
17.3K
$1.39M
|
|
|
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
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
321+ 1.88% |
$25.6K - $26.7K
|
17.4K
$1.39M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
262+ 35.31% |
$20.9K - $21.8K
|
1K
$80.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
250+ 2.11% |
$20K - $20.8K
|
12.1K
$967K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
240+ 3.84% |
$19.2K - $20K
|
6.49K
$520K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 3.65% |
$18.7K - $19.5K
|
6.64K
$532K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
230New |
$18.4K - $19.1K
|
230
$18.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
220+ 4.65% |
$17.6K - $18.3K
|
4.96K
$397K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
195+ 0.12% |
$15.6K - $16.2K
|
169K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 1.79% |
$15.5K - $16.2K
|
11K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
193+ 3.44% |
$15.4K - $16.1K
|
5.81K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
184+ 0.94% |
$14.7K - $15.3K
|
19.8K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
168+ 4.17% |
$13.4K - $14K
|
4.2K
$336K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 2.73% |
$12.5K - $13.1K
|
5.91K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
153+ 2.06% |
$12.2K - $12.7K
|
7.6K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
152+ 0.78% |
$12.1K - $12.7K
|
19.7K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
140+ 1.41% |
$11.2K - $11.7K
|
10.1K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
133+ 2.68% |
$10.6K - $11.1K
|
5.09K
$408K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
117+ 0.05% |
$9.35K - $9.74K
|
226K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
108+ 2.31% |
$8.63K - $8.99K
|
4.79K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
103+ 0.87% |
$8.23K - $8.57K
|
12K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
102New |
$8.15K - $8.49K
|
102
$8.17K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
102+ 2.77% |
$8.15K - $8.49K
|
3.79K
$303K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 2.83% |
$7.75K - $8.08K
|
3.52K
$282K
|
|