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 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
|
|
|
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
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$208K - $263K
|
3.28K
$263K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.88KNew |
$183K - $231K
|
2.88K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.64KNew |
$167K - $212K
|
2.64K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.52KNew |
$160K - $203K
|
2.52K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.51KNew |
$159K - $202K
|
2.51K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$156K - $197K
|
2.46K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$140K - $177K
|
2.21K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.78KNew |
$113K - $143K
|
1.78K
$143K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.1K+ 13.12% |
$69.8K - $88.4K
|
9.5K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1KNew |
$69.6K - $88.1K
|
1.1K
$87.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.08KNew |
$68.2K - $86.3K
|
1.08K
$86.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 4.5% |
$40.4K - $51.2K
|
14.8K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
513+ 125.12% |
$32.5K - $41.2K
|
923
$73.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 31.06% |
$27.8K - $35.1K
|
1.85K
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
336New |
$21.3K - $27K
|
336
$26.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
219+ 43.8% |
$13.9K - $17.6K
|
719
$57.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
182New |
$11.5K - $14.6K
|
182
$14.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127New |
$8.05K - $10.2K
|
127
$10.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63New |
$3.99K - $5.05K
|
63
$5.04K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
61+ 1.75% |
$3.86K - $4.89K
|
3.54K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.34M - $1.54M
|
19.3K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85K+ 359.99% |
$687K - $788K
|
12.6K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.85KNew |
$617K - $708K
|
8.85K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.24KNew |
$574K - $659K
|
8.24K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.56KNew |
$527K - $605K
|
7.56K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.08KNew |
$424K - $487K
|
6.08K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12K+ 40.32% |
$357K - $410K
|
17.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$270K - $310K
|
3.87K
$310K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.45KNew |
$241K - $276K
|
3.45K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$179K - $206K
|
2.57K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$80.9K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 51.04% |
$70.4K - $80.8K
|
2.99K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
726New |
$50.6K - $58.1K
|
726
$58.1K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
364+ 3.99% |
$25.4K - $29.1K
|
9.49K
$760K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
335New |
$23.3K - $26.8K
|
335
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
266+ 5.3% |
$18.5K - $21.3K
|
5.29K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
232New |
$16.2K - $18.6K
|
232
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.44K - $6.24K
|
78
$6.24K
|
|