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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.22K+ 4219.0% |
$294K - $337K
|
4.32K
$335K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
335New |
$23.3K - $26.8K
|
335
$26K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 1447.93% |
$731K - $839K
|
11.2K
$869K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$69.7 - $80
|
1
$77.5
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 17.24% |
$94.7K - $109K
|
6.53K
$506K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.99K- 27.9% |
$139K - $159K
|
5.15K
$399K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.65K+ 34.44% |
$255K - $292K
|
14.3K
$1.11M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.34M - $1.54M
|
19.3K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.45KNew |
$241K - $276K
|
3.45K
$268K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-521- 4.26% |
$36.3K - $41.7K
|
11.7K
$908K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
869+ 16.01% |
$60.6K - $69.5K
|
6.3K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42.6K- 73.15% |
$2.97M - $3.4M
|
15.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.08KNew |
$424K - $487K
|
6.08K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-553- 10.75% |
$38.5K - $44.2K
|
4.59K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 6.19% |
$3.94M - $4.52M
|
971K
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 3.73% |
$905K - $1.04M
|
335K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 80.39% |
$1.65M - $1.9M
|
5.78K
$448K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 15.41% |
$439K - $504K
|
34.6K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.1K- 72.22% |
$1.68M - $1.93M
|
9.28K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.1% |
$1.39K - $1.6K
|
21K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 0.18% |
$836 - $960
|
6.75K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-246- 4.2% |
$17.1K - $19.7K
|
5.61K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$906 - $1.04K
|
9.16K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$78.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.19K+ 13.21% |
$431K - $495K
|
53K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 6.69% |
$2.05M - $2.35M
|
469K
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 18.44% |
$3.49M - $4.01M
|
322K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
80+ 20.25% |
$5.58K - $6.4K
|
475
$36.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.34K- 12.23% |
$93.2K - $107K
|
9.6K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.31K- 16.46% |
$91.3K - $105K
|
6.65K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 51.04% |
$70.4K - $80.8K
|
2.99K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 1.24% |
$22.2K - $25.4K
|
26K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-19- 0.22% |
$1.32K - $1.52K
|
8.52K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.91K- 25.37% |
$273K - $313K
|
11.5K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 5.31% |
$88.6K - $102K
|
22.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.43K+ 3.63% |
$99.8K - $115K
|
40.9K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.88KNew |
$270K - $310K
|
3.88K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.84K+ 10.24% |
$128K - $147K
|
19.8K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1K+ 4.74% |
$69.9K - $80.2K
|
22.2K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79+ 0.51% |
$5.51K - $6.32K
|
15.4K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85K+ 359.99% |
$687K - $788K
|
12.6K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.7K+ 13.91% |
$6.18M - $7.1M
|
727K
$56.4M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$69.7 - $80
|
719
$55.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.13K+ 8.17% |
$78.5K - $90.1K
|
14.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.76K- 25.3% |
$262K - $300K
|
11.1K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
435K+ 31.18% |
$30.3M - $34.8M
|
1.83M
$142M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-552- 1.86% |
$38.5K - $44.2K
|
29.2K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.54K- 10.3% |
$177K - $203K
|
22.1K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.18% |
$558 - $640
|
4.53K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 1.58% |
$13K - $15K
|
11.7K
$905K
|