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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.36KNew |
$165K - $194K
|
3.36K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 2.23% |
$17.6K - $20.7K
|
16.4K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
178New |
$8.76K - $10.3K
|
178
$13.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125+ 208.33% |
$6.15K - $7.21K
|
185
$13.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112New |
$5.51K - $6.46K
|
112
$8.44K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
59.2KNew |
$2.98M - $3.61M
|
59.2K
$4.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.21K+ 10.48% |
$262K - $318K
|
54.9K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 8.26% |
$191K - $232K
|
49.8K
$3.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.43K+ 4.86% |
$173K - $209K
|
73.9K
$5.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.39% |
$102K - $124K
|
19.9K
$1.5M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.51KNew |
$76K - $92.2K
|
1.51K
$114K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$27.7K - $33.6K
|
550
$41.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$18.6K - $22.6K
|
370
$27.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255New |
$12.8K - $15.6K
|
255
$19.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.25% |
$151 - $183
|
1.2K
$90.4K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
35.4KNew |
$1.76M - $2.31M
|
35.4K
$2.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
19.9KNew |
$988K - $1.3M
|
19.9K
$1.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.39KNew |
$218K - $286K
|
4.39K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.14KNew |
$206K - $270K
|
4.14K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$205K - $269K
|
4.12K
$311K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
4.01KNew |
$199K - $262K
|
4.01K
$302K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.4KNew |
$119K - $156K
|
2.4K
$181K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
510New |
$25.3K - $33.2K
|
510
$38.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
149New |
$7.4K - $9.71K
|
149
$11.2K
|
|
| Q1 2022 | |||||||
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.97KNew |
$411K - $505K
|
6.97K
$525K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.62% |
$295 - $363
|
196
$14.8K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.75KNew |
$460K - $515K
|
6.75K
$508K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.15KNew |
$146K - $164K
|
2.15K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
888New |
$60.6K - $67.8K
|
888
$66.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
420New |
$28.6K - $32.1K
|
420
$31.6K
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
342New |
$23K - $25.1K
|
342
$25.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
108New |
$7.26K - $7.92K
|
108
$8.14K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.6K+ 500.0% |
$600K - $665K
|
11.5K
$868K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
8.23K+ 500.0% |
$514K - $570K
|
9.88K
$744K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.53K+ 500.0% |
$221K - $244K
|
4.24K
$319K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$41.4K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
425+ 340.0% |
$26.5K - $29.4K
|
550
$41.4K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
200+ 500.0% |
$12.5K - $13.8K
|
240
$18.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.04K
|
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
100+ 500.0% |
$6.25K - $6.92K
|
120
$9.04K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
80+ 500.0% |
$5K - $5.54K
|
96
$7.23K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 500.0% |
$2.19K - $2.42K
|
42
$3.16K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$31.2 - $31.6
|
1
$75.3
|
|