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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
336New |
$21.3K - $27K
|
336
$27K
|
|
|
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
|
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
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-74- 0.4% |
$4.69K - $5.94K
|
18.5K
$1.48M
|
|
|
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
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.33K- 9.2% |
$211K - $267K
|
32.8K
$2.63M
|
|
|
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
|
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
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-698- 1.75% |
$44.2K - $56K
|
39.1K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-788- 21.06% |
$49.9K - $63.2K
|
2.95K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
150+ 2.71% |
$9.5K - $12K
|
5.69K
$456K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
929+ 1.53% |
$58.9K - $74.5K
|
61.7K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.84KNew |
$307K - $389K
|
4.84K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 18.34% |
$1.19M - $1.51M
|
83.6K
$6.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-128- 0.84% |
$8.11K - $10.3K
|
15.1K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
99+ 2.47% |
$6.27K - $7.94K
|
4.1K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29KNew |
$208K - $264K
|
3.29K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.69K+ 1.2% |
$170K - $216K
|
226K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-117K- 95.98% |
$7.44M - $9.41M
|
4.91K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
708+ 8.22% |
$44.9K - $56.8K
|
9.32K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-96- 3.25% |
$6.08K - $7.7K
|
2.86K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-267- 1.24% |
$16.9K - $21.4K
|
21.3K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$190 - $241
|
1.56K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.89K- 9.17% |
$120K - $151K
|
18.7K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-429- 2.46% |
$27.2K - $34.4K
|
17K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-961- 4.11% |
$60.9K - $77.1K
|
22.4K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
325+ 3.61% |
$20.6K - $26.1K
|
9.33K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 11.39% |
$2.85K - $3.61K
|
350
$28.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24- 0.29% |
$1.52K - $1.93K
|
8.3K
$666K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.65K+ 13.06% |
$232K - $293K
|
31.6K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-68- 0.13% |
$4.31K - $5.46K
|
53.9K
$4.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-14.8K- 7.12% |
$935K - $1.18M
|
192K
$15.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18.4K+ 128.13% |
$1.16M - $1.47M
|
32.7K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$212K - $269K
|
3.35K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$190 - $241
|
4.6K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.5K- 15.51% |
$1.11M - $1.4M
|
95.4K
$7.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-575- 2.2% |
$36.4K - $46.1K
|
25.5K
$2.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.08KNew |
$68.2K - $86.3K
|
1.08K
$86.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-788- 1.5% |
$49.9K - $63.2K
|
51.8K
$4.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 4.5% |
$40.4K - $51.2K
|
14.8K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
478+ 1.58% |
$30.3K - $38.3K
|
30.7K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 61.59% |
$651K - $825K
|
6.41K
$514K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
4.48KNew |
$284K - $359K
|
4.48K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63New |
$3.99K - $5.05K
|
63
$5.05K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
477+ 1.27% |
$30.2K - $38.3K
|
38.1K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.3K+ 9.02% |
$713K - $903K
|
136K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.61KNew |
$165K - $209K
|
2.61K
$209K
|