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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
53.9KNew |
$3.41M - $4.32M
|
53.9K
$4.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.54KNew |
$161K - $203K
|
2.54K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
887+ 19.26% |
$56.2K - $71.2K
|
5.49K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.3KNew |
$2.3M - $2.91M
|
36.3K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1- 0.04% |
$63.4 - $80.2
|
2.86K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-370- 3.16% |
$23.4K - $29.7K
|
11.3K
$909K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 23.68% |
$214K - $271K
|
10.9K
$873K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-155- 0.37% |
$9.82K - $12.4K
|
41.6K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.31K+ 1.26% |
$146K - $185K
|
186K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127New |
$8.05K - $10.2K
|
127
$10.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35K- 88.72% |
$2.22M - $2.81M
|
4.45K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 2.74% |
$86.2K - $109K
|
48.2K
$3.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.85K+ 85.22% |
$434K - $549K
|
14.9K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 15.38% |
$32.1K - $40.7K
|
2.79K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
219+ 43.8% |
$13.9K - $17.6K
|
719
$57.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-121- 2.94% |
$7.67K - $9.71K
|
3.99K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
227+ 2.34% |
$14.4K - $18.2K
|
9.91K
$795K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.36K+ 7.03% |
$86.4K - $109K
|
20.8K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.63K- 16.72% |
$230K - $292K
|
18.1K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.97K- 4.87% |
$315K - $399K
|
97.1K
$7.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.01K+ 19.53% |
$507K - $642K
|
49K
$3.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.93KNew |
$439K - $556K
|
6.93K
$556K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34- 0.61% |
$2.15K - $2.73K
|
5.52K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 3.26% |
$3.17K - $4.01K
|
1.49K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-647- 19.44% |
$41K - $51.9K
|
2.68K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-149- 0.31% |
$9.44K - $12K
|
47.7K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.39% |
$1.2K - $1.52K
|
4.82K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37- 7.44% |
$2.34K - $2.97K
|
460
$36.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
51K+ 403.78% |
$3.23M - $4.09M
|
63.6K
$5.11M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.51KNew |
$159K - $202K
|
2.51K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.27% |
$1.39K - $1.77K
|
7.98K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
708+ 0.74% |
$44.9K - $56.8K
|
96.4K
$7.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$127 - $160
|
3.07K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 6.69% |
$81.8K - $104K
|
18K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 39.84% |
$6.34K - $8.02K
|
151
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.62K+ 1.47% |
$102K - $130K
|
112K
$8.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-999- 27.5% |
$63.3K - $80.1K
|
2.63K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.2K+ 3.62% |
$1.41M - $1.78M
|
635K
$51M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-111- 1.3% |
$7.03K - $8.91K
|
8.4K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
5.16K+ 8.09% |
$327K - $414K
|
69K
$5.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
35+ 0.74% |
$2.22K - $2.81K
|
4.75K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19.8K+ 138.23% |
$1.25M - $1.59M
|
34.1K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.4K+ 280.01% |
$913K - $1.16M
|
19.6K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-155- 5.74% |
$9.82K - $12.4K
|
2.54K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-217- 2.83% |
$13.7K - $17.4K
|
7.44K
$597K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.36K- 22.18% |
$276K - $350K
|
15.3K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-275- 4.05% |
$17.4K - $22.1K
|
6.52K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-836- 8.92% |
$53K - $67.1K
|
8.53K
$685K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
30+ 0.31% |
$1.9K - $2.41K
|
9.66K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-126- 3.03% |
$7.98K - $10.1K
|
4.03K
$323K
|