Latest Institutional Transactions on Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36KNew |
$98.2K - $111K
|
1.36K
$96.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
79.3KNew |
$5.73M - $6.46M
|
79.3K
$5.65M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.3KNew |
$819K - $924K
|
11.3K
$808K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
21.5KNew |
$1.55M - $1.75M
|
21.5K
$1.53M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$2.53K - $2.85K
|
35
$2.49K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14.5KNew |
$1.05M - $1.18M
|
14.5K
$1.03M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.53KNew |
$616K - $695K
|
8.53K
$608K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.34KNew |
$241K - $272K
|
3.34K
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
42KNew |
$3.03M - $3.42M
|
42K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.47K+ 19.65% |
$251K - $283K
|
21.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35.1K+ 152.87% |
$2.54M - $2.86M
|
58.1K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
705+ 1.23% |
$50.9K - $57.4K
|
58.2K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
38.2K+ 8.72% |
$2.76M - $3.11M
|
477K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
377+ 1.83% |
$27.2K - $30.7K
|
21K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.45KNew |
$538K - $606K
|
7.45K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.35K- 47.54% |
$314K - $354K
|
4.8K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
635+ 14.08% |
$45.8K - $51.7K
|
5.15K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.3K+ 32.53% |
$6.16M - $6.95M
|
348K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.98KNew |
$143K - $161K
|
1.98K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.22% |
$722 - $814
|
4.52K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 28.55% |
$321K - $362K
|
11.1K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 78.63% |
$1.08M - $1.22M
|
34.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$938 - $1.06K
|
9.15K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 15.51% |
$1.36M - $1.53M
|
140K
$9.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 1.51% |
$50.3K - $56.7K
|
46.8K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.34K- 2.11% |
$169K - $191K
|
109K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.6KNew |
$1.05M - $1.19M
|
14.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$144 - $163
|
5.02K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 33.9% |
$7.22K - $8.14K
|
395
$28.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.16% |
$1.23K - $1.38K
|
10.9K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.6K- 53.54% |
$1.06M - $1.19M
|
12.7K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 8.59% |
$137K - $154K
|
23.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.52K- 35.77% |
$110K - $124K
|
2.74K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 39.6% |
$727K - $820K
|
15.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.18K+ 7.38% |
$590K - $666K
|
119K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
547KNew |
$39.5M - $44.5M
|
547K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
514+ 9.2% |
$37.1K - $41.8K
|
6.1K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.66K- 10.01% |
$192K - $217K
|
23.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.14% |
$1.15K - $1.3K
|
11.9K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.5K+ 23.8% |
$6.1M - $6.88M
|
439K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
183K+ 15.08% |
$13.2M - $14.9M
|
1.39M
$99.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 21.04% |
$759K - $856K
|
39.4K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.42% |
$72.2 - $81.4
|
241
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
23.7KNew |
$1.71M - $1.93M
|
23.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 15.2% |
$8.71M - $9.82M
|
914K
$65.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4K+ 572.84% |
$2.05M - $2.31M
|
33.4K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$159K - $180K
|
2.21K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-239- 2.2% |
$17.3K - $19.5K
|
10.6K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
104+ 472.73% |
$7.51K - $8.47K
|
126
$8.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$194K
|