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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.8K+ 1.67% |
$335K - $384K
|
293K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-177- 2.16% |
$12.3K - $14.2K
|
8.03K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
90+ 0.17% |
$6.27K - $7.2K
|
53.9K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.49K+ 7.68% |
$383K - $439K
|
77K
$5.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$69.7 - $80
|
3.3K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.17% |
$976 - $1.12K
|
8.4K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.33K- 5.74% |
$92.5K - $106K
|
21.8K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 0.64% |
$7.11K - $8.16K
|
16K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
34KNew |
$2.37M - $2.72M
|
34K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.64K+ 3.31% |
$323K - $371K
|
145K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$488 - $560
|
4.06K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-597- 6.48% |
$41.6K - $47.8K
|
8.61K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
106+ 3.45% |
$7.39K - $8.48K
|
3.18K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.67K+ 4.76% |
$395K - $454K
|
125K
$9.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-671- 0.76% |
$46.8K - $53.7K
|
87.9K
$6.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.95K+ 1.8% |
$275K - $316K
|
223K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 19.85% |
$201K - $230K
|
17.4K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.8K+ 35.71% |
$752K - $863K
|
41K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13- 0.03% |
$906 - $1.04K
|
47.8K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55.1K+ 9.87% |
$3.84M - $4.4M
|
613K
$47.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
251New |
$17.5K - $20.1K
|
251
$19.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
917+ 4.42% |
$63.9K - $73.4K
|
21.7K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-936- 16.91% |
$65.2K - $74.9K
|
4.6K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 11.73% |
$11.4K - $13K
|
1.55K
$120K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-319- 0.43% |
$22.2K - $25.5K
|
73.8K
$5.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.36K+ 3.43% |
$373K - $428K
|
161K
$12.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 38.23% |
$248K - $284K
|
12.8K
$996K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
705+ 23.21% |
$49.1K - $56.4K
|
3.74K
$290K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 37.85% |
$514K - $590K
|
12.1K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 3.19% |
$103K - $118K
|
47.8K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.24KNew |
$574K - $659K
|
8.24K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
478+ 2.25% |
$33.3K - $38.2K
|
21.7K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
435+ 1.9% |
$30.3K - $34.8K
|
23.4K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 1.18% |
$99.9K - $115K
|
121K
$9.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 5.48% |
$326K - $374K
|
80.7K
$6.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
320+ 2.59% |
$22.3K - $25.6K
|
12.7K
$982K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 8.82% |
$21.9K - $25.1K
|
3.87K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-7.16K- 6.11% |
$499K - $572K
|
110K
$8.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$179K - $206K
|
2.57K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14K+ 8.19% |
$973K - $1.12M
|
184K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.88% |
$88.5K - $102K
|
19.7K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.78K- 8.0% |
$124K - $142K
|
20.4K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.2K- 3.91% |
$851K - $977K
|
300K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2- 0.05% |
$139 - $160
|
4.18K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-355- 10.49% |
$24.7K - $28.4K
|
3.03K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-453- 50.0% |
$31.6K - $36.2K
|
453
$35.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
648+ 0.85% |
$45.2K - $51.8K
|
76.9K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-143- 2.87% |
$9.97K - $11.4K
|
4.84K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-277- 3.5% |
$19.3K - $22.2K
|
7.64K
$593K
|