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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 3.65% |
$18.7K - $19.5K
|
6.64K
$532K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
704+ 25.1% |
$56.2K - $58.6K
|
3.51K
$281K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$160 - $167
|
722
$57.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 2.73% |
$12.5K - $13.1K
|
5.91K
$473K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
1.83K+ 6.49% |
$146K - $153K
|
30.1K
$2.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13- 0.99% |
$1.04K - $1.08K
|
1.3K
$104K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.74K+ 37.37% |
$218K - $228K
|
10.1K
$805K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.62K+ 30.59% |
$129K - $135K
|
6.92K
$554K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.83K+ 3.93% |
$385K - $402K
|
127K
$10.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-23- 0.42% |
$1.84K - $1.91K
|
5.5K
$440K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
18K+ 19.4% |
$1.44M - $1.5M
|
111K
$8.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
17.8KNew |
$1.42M - $1.48M
|
17.8K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-125- 3.52% |
$9.99K - $10.4K
|
3.43K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
133+ 2.68% |
$10.6K - $11.1K
|
5.09K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 2.78% |
$3.31M - $3.45M
|
1.45M
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 186.61% |
$1.47M - $1.53M
|
28.3K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.14% |
$1.2K - $1.25K
|
10.4K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 50.34% |
$12.1M - $12.6M
|
452K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 2.96% |
$2.4M - $2.5M
|
1.04M
$83.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$79.9 - $83.3
|
14.5K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.44KNew |
$195K - $203K
|
2.44K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.58K- 1.8% |
$126K - $132K
|
86K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
657+ 1.17% |
$52.5K - $54.7K
|
56.6K
$4.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 2.97% |
$1.85M - $1.93M
|
805K
$64.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 1.79% |
$15.5K - $16.2K
|
11K
$883K
|
|
|
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
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
370New |
$29.6K - $30.8K
|
370
$29.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.98K+ 28.08% |
$478K - $498K
|
27.3K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 29.76% |
$9.56M - $9.96M
|
522K
$41.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.48K+ 33.24% |
$118K - $123K
|
5.91K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
72.2KNew |
$5.77M - $6.01M
|
72.2K
$5.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 1.69% |
$5.59K - $5.83K
|
4.2K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.2K+ 6.52% |
$2.02M - $2.1M
|
412K
$33M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-346- 1.87% |
$27.6K - $28.8K
|
18.1K
$1.45M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.6K+ 3.14% |
$2.44M - $2.55M
|
1M
$80.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
193+ 3.44% |
$15.4K - $16.1K
|
5.81K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.06% |
$559 - $583
|
11.5K
$921K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 0.36% |
$18.9K - $19.7K
|
66K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.69K+ 4.73% |
$774K - $807K
|
215K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62New |
$4.95K - $5.16K
|
62
$4.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-165- 0.74% |
$13.2K - $13.7K
|
22K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
820+ 3.9% |
$65.5K - $68.3K
|
21.8K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.8K+ 115.8% |
$1.5M - $1.57M
|
35K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.0% |
$1.68K - $1.75K
|
635K
$50.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
520K+ 156.99% |
$41.6M - $43.3M
|
852K
$68.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150- 1.64% |
$12K - $12.5K
|
9.01K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 5.01% |
$1.38M - $1.44M
|
362K
$29M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 6.74% |
$204K - $212K
|
40.4K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 5.22% |
$2.56K - $2.66K
|
645
$51.6K
|
|