Latest Institutional Purchases of Ishare Morningstar Mid Cap Gro (IMCG)
This list provides information on the latest institutional transactions involving Ishare Morningstar Mid Cap Gro (IMCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
61.1KNew |
$4.41M - $4.97M
|
61.1K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 1.84% |
$726K - $819K
|
558K
$44.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
5.57K+ 15.39% |
$402K - $453K
|
41.7K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.89KNew |
$353K - $398K
|
4.89K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 17.31% |
$299K - $338K
|
28.1K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
4.1K+ 8.02% |
$296K - $333K
|
55.1K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.84K+ 19.65% |
$277K - $313K
|
23.4K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.57K+ 5.57% |
$257K - $290K
|
67.6K
$5.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.49K+ 60.02% |
$252K - $284K
|
9.29K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46K+ 33.45% |
$250K - $281K
|
13.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.41K+ 12.74% |
$246K - $278K
|
30.2K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.96K+ 23.68% |
$214K - $241K
|
15.5K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.78KNew |
$201K - $226K
|
2.78K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.66K+ 6.1% |
$192K - $217K
|
46.3K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.26KNew |
$163K - $184K
|
2.26K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
999+ 0.89% |
$72.1K - $81.3K
|
114K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
848+ 10.44% |
$61.2K - $69K
|
8.97K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
762+ 22.5% |
$55K - $62K
|
4.15K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
532+ 5.92% |
$38.4K - $43.3K
|
9.53K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
452New |
$32.6K - $36.8K
|
452
$35.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
433+ 1.2% |
$31.3K - $35.3K
|
36.5K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
416+ 2.47% |
$30K - $33.9K
|
17.3K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
288+ 3.94% |
$20.8K - $23.4K
|
7.6K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
150+ 1.05% |
$10.8K - $12.2K
|
14.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 2.44% |
$10.2K - $11.5K
|
5.91K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
74+ 0.59% |
$5.34K - $6.02K
|
12.7K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.22% |
$1.52K - $1.71K
|
9.6K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.04% |
$1.3K - $1.47K
|
43.2K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$938 - $1.06K
|
6.12K
$486K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$577 - $651
|
3.38K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.39% |
$144 - $163
|
513
$40.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
161K+ 15.3% |
$10.5M - $11.7M
|
1.21M
$96.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
129KNew |
$8.4M - $9.41M
|
129K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$8.39M - $9.39M
|
129K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 7.59% |
$4.54M - $5.08M
|
987K
$78.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$4.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.5K+ 6.67% |
$2.83M - $3.17M
|
696K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.8K+ 8.86% |
$2.65M - $2.97M
|
501K
$39.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.9K+ 286.85% |
$2.01M - $2.25M
|
41.7K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 14.73% |
$2.01M - $2.25M
|
240K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.6K+ 33.27% |
$1.93M - $2.16M
|
119K
$9.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.4KNew |
$1.85M - $2.07M
|
28.4K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.78M - $2M
|
27.3K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 10.52% |
$1.58M - $1.77M
|
255K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 9.82% |
$1.53M - $1.71M
|
262K
$20.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.2K+ 13.57% |
$1.45M - $1.62M
|
186K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.7KNew |
$1.35M - $1.51M
|
20.7K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
20.6K+ 129.46% |
$1.34M - $1.5M
|
36.5K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$1.24M - $1.39M
|
19.1K
$1.52M
|
|