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 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.44K+ 4.47% |
$218K - $276K
|
80.4K
$6.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.68KNew |
$233K - $296K
|
3.68K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 1.77% |
$2.53K - $3.21K
|
2.22K
$178K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.14K- 16.35% |
$136K - $172K
|
10.9K
$878K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 76.92% |
$634 - $802
|
23
$1.85K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-235- 0.2% |
$14.9K - $18.9K
|
120K
$9.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.31K+ 1.26% |
$146K - $185K
|
186K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.18KNew |
$202K - $255K
|
3.18K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 2.9% |
$148K - $188K
|
78.3K
$6.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
812+ 6.31% |
$51.4K - $65.1K
|
13.7K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.15K- 1.38% |
$263K - $333K
|
296K
$23.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 1.71% |
$3.99K - $5.05K
|
3.62K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
409+ 5.52% |
$25.9K - $32.8K
|
7.82K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.68K+ 21.63% |
$106K - $134K
|
9.43K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 6.78% |
$693K - $878K
|
172K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43- 1.11% |
$2.72K - $3.45K
|
3.83K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 16.65% |
$76.7K - $97.1K
|
6.06K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5KNew |
$158K - $200K
|
2.5K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.1K+ 13.12% |
$69.8K - $88.4K
|
9.5K
$762K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.6KNew |
$164K - $208K
|
2.6K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
691+ 18.29% |
$43.8K - $55.4K
|
4.47K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.82K+ 9.23% |
$115K - $146K
|
21.6K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16K- 32.42% |
$1.01M - $1.28M
|
33.3K
$2.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$444 - $562
|
4.07K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
13.1K+ 12.31% |
$829K - $1.05M
|
119K
$9.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
4.57K+ 7.71% |
$289K - $366K
|
63.8K
$5.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11.8K+ 274.35% |
$751K - $951K
|
16.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 2.54% |
$28.2K - $35.7K
|
17.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-442- 5.78% |
$28K - $35.5K
|
7.2K
$578K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 31.06% |
$27.8K - $35.1K
|
1.85K
$148K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-408- 0.85% |
$28.4K - $32.6K
|
47.8K
$3.83M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
335New |
$23.3K - $26.8K
|
335
$26.9K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$69.7 - $80
|
1
$80.2
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 17.24% |
$94.7K - $109K
|
6.53K
$524K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.45KNew |
$241K - $276K
|
3.45K
$277K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.34M - $1.54M
|
19.3K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
869+ 16.01% |
$60.6K - $69.5K
|
6.3K
$505K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-521- 4.26% |
$36.3K - $41.7K
|
11.7K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 6.19% |
$3.94M - $4.52M
|
971K
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 3.73% |
$905K - $1.04M
|
335K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 80.39% |
$1.65M - $1.9M
|
5.78K
$464K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 15.41% |
$439K - $504K
|
34.6K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.1% |
$1.39K - $1.6K
|
21K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 0.18% |
$836 - $960
|
6.75K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.34K- 12.23% |
$93.2K - $107K
|
9.6K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-246- 4.2% |
$17.1K - $19.7K
|
5.61K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$906 - $1.04K
|
9.16K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$81.1K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.19K+ 13.21% |
$431K - $495K
|
53K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-553- 10.75% |
$38.5K - $44.2K
|
4.59K
$368K
|
|