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 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.04K- 18.31% |
$65.8K - $83.3K
|
4.63K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
139+ 29.32% |
$8.81K - $11.2K
|
613
$49.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 7.57% |
$3.49M - $4.41M
|
782K
$62.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.33K+ 24.5% |
$528K - $669K
|
42.4K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-833- 7.14% |
$52.8K - $66.8K
|
10.8K
$870K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
37.3KNew |
$2.36M - $2.99M
|
37.3K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.96KNew |
$314K - $398K
|
4.96K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 19.12% |
$147K - $186K
|
9.8K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45K+ 57.52% |
$408K - $517K
|
17.7K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.8K+ 20.46% |
$5.88M - $7.44M
|
546K
$43.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 5.88% |
$687K - $870K
|
195K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$140K - $177K
|
2.21K
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-334- 5.2% |
$21.2K - $26.8K
|
6.09K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 18.05% |
$76K - $96.3K
|
5.45K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 24.18% |
$12.7K - $16K
|
627
$50.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-114- 2.11% |
$7.22K - $9.15K
|
5.3K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.42KNew |
$217K - $275K
|
3.42K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.96K+ 6.71% |
$378K - $478K
|
94.8K
$7.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- -0.0% |
$380 - $481
|
151K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$713K - $903K
|
11.3K
$903K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.4K- 5.81% |
$152K - $192K
|
38.8K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 6.08% |
$7.74M - $9.8M
|
2.13M
$171M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
660+ 17.47% |
$41.8K - $53K
|
4.44K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-510- 40.73% |
$32.3K - $40.9K
|
742
$59.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 25.79% |
$210K - $266K
|
9.53K
$765K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.27K+ 4.83% |
$271K - $343K
|
92.6K
$7.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
4.29K+ 9.22% |
$272K - $344K
|
50.8K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70.4K+ 37.99% |
$4.46M - $5.65M
|
256K
$20.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.57KNew |
$226K - $286K
|
3.57K
$286K
|
|
|
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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 7.57% |
$1.58M - $2M
|
354K
$28.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.99K+ 6.52% |
$506K - $641K
|
130K
$10.5M
|
|
|
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 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
|
Capital Square, LLC
|
SELL
|
- |
-899- 3.08% |
$57K - $72.1K
|
28.3K
$2.27M
|
|
|
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
|
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
|