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 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
|
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
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
52New |
$3.29K - $4.17K
|
52
$4.17K
|
|
|
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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 0.22% |
$86.9K - $110K
|
614K
$49.2M
|
|
|
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
|
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
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.03K- 32.61% |
$192K - $243K
|
6.25K
$502K
|
|
|
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 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
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-64- 2.14% |
$4.06K - $5.13K
|
2.92K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$63.4 - $80.2
|
514
$41.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.65K- 21.55% |
$105K - $132K
|
6.01K
$482K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.05% |
$63.6K - $80.6K
|
23.8K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
513+ 125.12% |
$32.5K - $41.2K
|
923
$74K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.14K - $1.44K
|
8.95K
$718K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
159+ 3.29% |
$10.1K - $12.8K
|
4.99K
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-78- 46.15% |
$4.94K - $6.26K
|
91
$7.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.98K+ 40.97% |
$126K - $159K
|
6.82K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 13.7% |
$63.7K - $80.7K
|
8.35K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 18.85% |
$82.4K - $104K
|
5.6K
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
182New |
$11.5K - $14.6K
|
182
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-146K- 49.83% |
$9.24M - $11.7M
|
147K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.23K- 10.3% |
$141K - $179K
|
19.5K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.88K+ 23.01% |
$372K - $471K
|
31.4K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.04% |
$634 - $802
|
27.5K
$2.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 0.67% |
$7.54K - $9.55K
|
17.7K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
336New |
$21.3K - $27K
|
336
$27K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
802+ 20.68% |
$50.8K - $64.3K
|
4.68K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.15% |
$444 - $562
|
4.74K
$380K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.64KNew |
$167K - $212K
|
2.64K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.46K- 3.77% |
$346K - $438K
|
139K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-74- 0.4% |
$4.69K - $5.94K
|
18.5K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
862+ 5.38% |
$54.6K - $69.2K
|
16.9K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-247- 0.28% |
$15.6K - $19.8K
|
87.6K
$7.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.47K- 0.9% |
$156K - $198K
|
273K
$21.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 16.64% |
$1.7M - $2.15M
|
188K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-460- 3.63% |
$29.1K - $36.9K
|
12.2K
$979K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.33K- 9.2% |
$211K - $267K
|
32.8K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 20.0% |
$6.34K - $8.02K
|
400
$32.1K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.56KNew |
$162K - $206K
|
2.56K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-788- 21.06% |
$49.9K - $63.2K
|
2.95K
$237K
|