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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
94+ 1.38% |
$7.51K - $7.83K
|
6.92K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
91+ 0.12% |
$7.27K - $7.58K
|
78.6K
$6.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.9% |
$5.99K - $6.24K
|
8.37K
$670K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
72+ 0.64% |
$5.75K - $5.99K
|
11.4K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 1.69% |
$5.59K - $5.83K
|
4.2K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
70+ 0.72% |
$5.59K - $5.83K
|
9.73K
$779K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
65+ 1.3% |
$5.19K - $5.41K
|
5.05K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
63+ 10.11% |
$5.03K - $5.24K
|
686
$54.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62New |
$4.95K - $5.16K
|
62
$4.96K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 0.2% |
$4.63K - $4.83K
|
29.2K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
50+ 1.97% |
$3.99K - $4.16K
|
2.59K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 5.22% |
$2.56K - $2.66K
|
645
$51.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
17+ 0.18% |
$1.36K - $1.42K
|
9.53K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.35% |
$1.28K - $1.33K
|
4.54K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.14% |
$1.2K - $1.25K
|
10.4K
$831K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.03% |
$1.2K - $1.25K
|
51.9K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.11% |
$879 - $916
|
9.81K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.06% |
$559 - $583
|
11.5K
$921K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.18% |
$559 - $583
|
3.85K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 7.69% |
$559 - $583
|
98
$7.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.19% |
$479 - $500
|
3.23K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.06% |
$479 - $500
|
9.54K
$764K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.02% |
$399 - $416
|
21.3K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.08% |
$240 - $250
|
3.75K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3+ 0.12% |
$240 - $250
|
2.5K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.06% |
$240 - $250
|
4.71K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$240 - $250
|
1.56K
$125K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$160 - $167
|
722
$57.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$160 - $167
|
3.07K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$79.9 - $83.3
|
14.5K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.27% |
$79.9 - $83.3
|
365
$29.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.41% |
$79.9 - $83.3
|
242
$19.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$79.9 - $83.3
|
3.35K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$79.9 - $83.3
|
515
$41.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$79.9 - $83.3
|
5.02K
$402K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.79% |
$79.9 - $83.3
|
57
$4.56K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
76.1KNew |
$4.82M - $6.1M
|
76.1K
$6.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70.4K+ 37.99% |
$4.46M - $5.65M
|
256K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
37.3KNew |
$2.36M - $2.99M
|
37.3K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.3KNew |
$2.3M - $2.91M
|
36.3K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.57KNew |
$479K - $607K
|
7.57K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
5.16K+ 8.09% |
$327K - $414K
|
69K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29KNew |
$208K - $264K
|
3.29K
$263K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$208K - $263K
|
3.28K
$263K
|
|