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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
405KNew |
$25.7M - $32.5M
|
405K
$32.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 6.08% |
$7.74M - $9.8M
|
2.13M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.8K+ 20.46% |
$5.88M - $7.44M
|
546K
$43.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
76.1KNew |
$4.82M - $6.1M
|
76.1K
$6.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70.4K+ 37.99% |
$4.46M - $5.65M
|
256K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 7.57% |
$3.49M - $4.41M
|
782K
$62.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
53.9KNew |
$3.41M - $4.32M
|
53.9K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
51K+ 403.78% |
$3.23M - $4.09M
|
63.6K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47K+ 16.54% |
$2.98M - $3.77M
|
332K
$26.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44K+ 4.53% |
$2.79M - $3.53M
|
1.01M
$81.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.9K+ 176.0% |
$2.46M - $3.12M
|
61K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
37.3KNew |
$2.36M - $2.99M
|
37.3K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.3KNew |
$2.3M - $2.91M
|
36.3K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34.8K+ 37.29% |
$2.2M - $2.79M
|
128K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.7K+ 91.63% |
$2.01M - $2.54M
|
66.3K
$5.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.7K+ 3.14% |
$1.88M - $2.38M
|
973K
$78M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 16.64% |
$1.7M - $2.15M
|
188K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.3K+ 40.5% |
$1.6M - $2.03M
|
87.6K
$7.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 7.57% |
$1.58M - $2M
|
354K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 7.1% |
$1.45M - $1.83M
|
344K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
22.7K+ 34.23% |
$1.44M - $1.82M
|
89.2K
$7.15M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.6K+ 5.9% |
$1.37M - $1.73M
|
387K
$31.1M
|
|
|
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 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18.4K+ 128.13% |
$1.16M - $1.47M
|
32.7K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.4K+ 280.01% |
$913K - $1.16M
|
19.6K
$1.57M
|
|
|
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
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11.8K+ 274.35% |
$751K - $951K
|
16.2K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$713K - $903K
|
11.3K
$903K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.3K+ 9.02% |
$713K - $903K
|
136K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 6.78% |
$693K - $878K
|
172K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 5.88% |
$687K - $870K
|
195K
$15.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.69K+ 4.96% |
$614K - $777K
|
205K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.41K+ 14.02% |
$596K - $755K
|
76.5K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.33K+ 24.5% |
$528K - $669K
|
42.4K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.01K+ 19.53% |
$507K - $642K
|
49K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.99K+ 6.52% |
$506K - $641K
|
130K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.57KNew |
$479K - $607K
|
7.57K
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.93KNew |
$439K - $556K
|
6.93K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.85K+ 85.22% |
$434K - $549K
|
14.9K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45K+ 57.52% |
$408K - $517K
|
17.7K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.96K+ 6.71% |
$378K - $478K
|
94.8K
$7.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.88K+ 23.01% |
$372K - $471K
|
31.4K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.58K+ 74.81% |
$353K - $448K
|
13K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
5.16K+ 8.09% |
$327K - $414K
|
69K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.96KNew |
$314K - $398K
|
4.96K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.84KNew |
$307K - $389K
|
4.84K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
4.57K+ 7.71% |
$289K - $366K
|
63.8K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
4.48KNew |
$284K - $359K
|
4.48K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
4.29K+ 9.22% |
$272K - $344K
|
50.8K
$4.08M
|