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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 7.57% |
$1.58M - $2M
|
354K
$28.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 6.61% |
$70.1K - $88.7K
|
15.6K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.11% |
$253 - $321
|
3.75K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
727+ 4.18% |
$46.1K - $58.3K
|
18.1K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.99K+ 6.52% |
$506K - $641K
|
130K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-899- 3.08% |
$57K - $72.1K
|
28.3K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.61% |
$69.8K - $88.4K
|
29.4K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.11% |
$444 - $562
|
6.31K
$506K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.96K+ 3.64% |
$251K - $318K
|
113K
$9.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$156K - $197K
|
2.46K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18K+ 3.99% |
$74.8K - $94.8K
|
30.8K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.58K+ 74.81% |
$353K - $448K
|
13K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.51K- 32.67% |
$286K - $362K
|
9.3K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-9- 0.03% |
$570 - $722
|
28.8K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 30.0% |
$95K - $120K
|
3.5K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$63.4 - $80.2
|
3.89K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-199- 4.6% |
$12.6K - $16K
|
4.13K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-691- 11.91% |
$43.8K - $55.4K
|
5.11K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$63.4 - $80.2
|
720
$57.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
491+ 1.46% |
$31.1K - $39.4K
|
34.1K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-379- 7.35% |
$24K - $30.4K
|
4.77K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 55.01% |
$737K - $934K
|
9.52K
$763K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.18% |
$444 - $562
|
3.85K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 3.73% |
$71.5K - $90.5K
|
29.1K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-680- 6.43% |
$43.1K - $54.6K
|
9.9K
$794K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 7.38% |
$191K - $242K
|
37.8K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47K+ 16.54% |
$2.98M - $3.77M
|
332K
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 0.88% |
$304K - $385K
|
541K
$43.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-276- 0.47% |
$17.5K - $22.1K
|
59K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-685- 5.63% |
$43.4K - $55K
|
11.5K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 11.81% |
$102K - $129K
|
15.3K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-96- 0.18% |
$6.08K - $7.7K
|
51.9K
$4.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.57KNew |
$479K - $607K
|
7.57K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.57K- 41.96% |
$543K - $688K
|
11.9K
$951K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.85% |
$1.52K - $1.93K
|
2.81K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.34K+ 21.04% |
$84.9K - $108K
|
7.71K
$618K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-355- 11.16% |
$22.5K - $28.5K
|
2.83K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 0.22% |
$86.9K - $110K
|
614K
$49.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.42K+ 6.85% |
$153K - $194K
|
37.7K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
52New |
$3.29K - $4.17K
|
52
$4.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.64K- 7.73% |
$104K - $132K
|
19.6K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-239- 1.51% |
$15.1K - $19.2K
|
15.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.61K+ 2.09% |
$102K - $129K
|
78.6K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
73+ 0.17% |
$4.63K - $5.86K
|
42.4K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 7.76% |
$96.8K - $123K
|
18.2K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-105- 0.48% |
$6.65K - $8.42K
|
21.7K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.03K- 32.61% |
$192K - $243K
|
6.25K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248- 7.15% |
$15.7K - $19.9K
|
3.22K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1+ 0.04% |
$63.4 - $80.2
|
2.84K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.77K+ 2.15% |
$175K - $222K
|
132K
$10.6M
|