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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.5K- 72.75% |
$1.43M - $1.64M
|
7.66K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.3KNew |
$1.35M - $1.54M
|
19.3K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
214+ 74.83% |
$14.9K - $17.1K
|
500
$38.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.03K+ 2.16% |
$141K - $162K
|
95.7K
$7.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-98- 3.3% |
$6.83K - $7.84K
|
2.87K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.4K+ 23.48% |
$446K - $512K
|
33.6K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-565- 0.31% |
$39.4K - $45.2K
|
184K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.29K+ 21.02% |
$89.7K - $103K
|
7.41K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.12K+ 12.26% |
$148K - $169K
|
19.4K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
157+ 1.24% |
$10.9K - $12.6K
|
12.9K
$998K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
12.6KNew |
$880K - $1.01M
|
12.6K
$979K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-220- 2.94% |
$15.3K - $17.6K
|
7.27K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.85KNew |
$617K - $708K
|
8.85K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
726New |
$50.6K - $58.1K
|
726
$56.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-844- 11.05% |
$58.8K - $67.5K
|
6.79K
$527K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.42K+ 14.86% |
$447K - $513K
|
49.6K
$3.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
620+ 3.67% |
$43.2K - $49.6K
|
17.5K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-295- 4.84% |
$20.6K - $23.6K
|
5.8K
$450K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.09K+ 7.42% |
$285K - $327K
|
59.2K
$4.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9.45K+ 193.33% |
$659K - $756K
|
14.3K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
101+ 0.71% |
$7.04K - $8.08K
|
14.3K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.18% |
$418 - $480
|
3.39K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 2.19% |
$29.4K - $33.8K
|
19.7K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
310+ 28.18% |
$21.6K - $24.8K
|
1.41K
$109K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 24.94% |
$8.16M - $9.21M
|
567K
$43.9M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.24KNew |
$234K - $264K
|
3.24K
$251K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
182New |
$13.1K - $14.8K
|
182
$14.1K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36KNew |
$98.2K - $111K
|
1.36K
$105K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.3KNew |
$819K - $924K
|
11.3K
$880K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$2.53K - $2.85K
|
35
$2.71K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
42KNew |
$3.03M - $3.42M
|
42K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 28.55% |
$321K - $362K
|
11.1K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$144 - $163
|
5.02K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.42% |
$72.2 - $81.4
|
241
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
510New |
$36.8K - $41.5K
|
510
$39.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$159K - $180K
|
2.21K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
104+ 472.73% |
$7.51K - $8.47K
|
126
$9.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-82- 0.4% |
$5.92K - $6.68K
|
20.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
10+ 0.2% |
$722 - $814
|
4.91K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.5KNew |
$108K - $122K
|
1.5K
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-61- 2.22% |
$4.4K - $4.97K
|
2.69K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-270- 6.72% |
$19.5K - $22K
|
3.75K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-20- 0.36% |
$1.44K - $1.63K
|
5.49K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.59K+ 20.03% |
$114K - $129K
|
9.5K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.12KNew |
$225K - $254K
|
3.12K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.38K- 67.17% |
$605K - $682K
|
4.1K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$214K - $241K
|
2.96K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.8KNew |
$2.73M - $3.08M
|
37.8K
$2.93M
|
|