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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15+ 0.09% |
$1.05K - $1.2K
|
15.8K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-41- 0.88% |
$2.86K - $3.28K
|
4.61K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.85K- 12.7% |
$129K - $148K
|
12.7K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
827+ 1.26% |
$57.6K - $66.2K
|
66.4K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.06K+ 3.73% |
$283K - $325K
|
113K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 1.06% |
$6.55K - $7.52K
|
9K
$646K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.62K- 35.21% |
$183K - $210K
|
4.83K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-469- 0.69% |
$32.7K - $37.5K
|
67.1K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.1K+ 8.87% |
$703K - $807K
|
124K
$8.89M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
22.2K+ 8.77% |
$1.55M - $1.78M
|
276K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
58.9K+ 63.92% |
$4.11M - $4.71M
|
151K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.4K- 99.42% |
$167K - $192K
|
14
$1.01K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
822K+ 69.07% |
$57.3M - $65.7M
|
2.01M
$144M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
106KNew |
$7.4M - $8.5M
|
106K
$7.63M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.9K- 86.44% |
$2.29M - $2.63M
|
5.15K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.98K+ 33.46% |
$138K - $158K
|
7.89K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
364New |
$25.4K - $29.1K
|
364
$26.1K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-13.1K- 55.41% |
$916K - $1.05M
|
10.6K
$760K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-97- 0.16% |
$6.76K - $7.76K
|
59.3K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.54KNew |
$386K - $443K
|
5.54K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
18.5K+ 1499.84% |
$1.29M - $1.48M
|
19.7K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
732+ 5.06% |
$51K - $58.6K
|
15.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 43.69% |
$146K - $168K
|
6.9K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.87K+ 1.09% |
$409K - $469K
|
546K
$39.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 10.88% |
$1.95M - $2.23M
|
284K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12- 0.16% |
$836 - $960
|
7.34K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216+ 4.67% |
$15.1K - $17.3K
|
4.84K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
39.8KNew |
$2.77M - $3.18M
|
39.8K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 14.6% |
$108K - $124K
|
12.2K
$874K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-88.9K- 42.07% |
$6.2M - $7.11M
|
122K
$8.79M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
90+ 0.94% |
$6.27K - $7.2K
|
9.69K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 12.09% |
$130K - $150K
|
17.3K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
70+ 0.13% |
$4.88K - $5.6K
|
52K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-383- 11.36% |
$26.7K - $30.6K
|
2.99K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-897- 4.06% |
$62.5K - $71.8K
|
21.2K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.11K- 10.62% |
$147K - $169K
|
17.8K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8.54K- 23.41% |
$595K - $683K
|
27.9K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.62K- 13.8% |
$462K - $530K
|
41.4K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-530- 1.86% |
$36.9K - $42.4K
|
28K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-117- 3.93% |
$8.15K - $9.36K
|
2.86K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
83+ 2.27% |
$5.78K - $6.64K
|
3.74K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.33K- 12.24% |
$162K - $186K
|
16.7K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.4K
|
30
$2.15K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.57K- 32.01% |
$109K - $125K
|
3.33K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.41K+ 4.9% |
$98.5K - $113K
|
30.3K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.83K- 2.79% |
$128K - $147K
|
63.8K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
852+ 30.64% |
$59.4K - $68.2K
|
3.63K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
232New |
$16.2K - $18.6K
|
232
$16.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266New |
$18.5K - $21.3K
|
266
$19.1K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.95KNew |
$206K - $236K
|
2.95K
$212K
|