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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 6.78% |
$693K - $878K
|
172K
$13.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
4.57K+ 7.71% |
$289K - $366K
|
63.8K
$5.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.68KNew |
$233K - $296K
|
3.68K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.44K+ 4.47% |
$218K - $276K
|
80.4K
$6.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.18KNew |
$202K - $255K
|
3.18K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.6KNew |
$164K - $208K
|
2.6K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5KNew |
$158K - $200K
|
2.5K
$200K
|
|
|
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
|
First Bank & Trust
|
BUY
|
- |
1.68K+ 21.63% |
$106K - $134K
|
9.43K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.1K+ 13.12% |
$69.8K - $88.4K
|
9.5K
$762K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
812+ 6.31% |
$51.4K - $65.1K
|
13.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
691+ 18.29% |
$43.8K - $55.4K
|
4.47K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 31.06% |
$27.8K - $35.1K
|
1.85K
$148K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
409+ 5.52% |
$25.9K - $32.8K
|
7.82K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 76.92% |
$634 - $802
|
23
$1.84K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$444 - $562
|
4.07K
$326K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
822K+ 69.07% |
$57.3M - $65.7M
|
2.01M
$161M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
435K+ 31.18% |
$30.3M - $34.8M
|
1.83M
$147M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
122KNew |
$8.52M - $9.78M
|
122K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.7K+ 13.91% |
$6.18M - $7.1M
|
727K
$58.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
75.5K+ 57.3% |
$5.26M - $6.04M
|
207K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
58.9K+ 63.92% |
$4.11M - $4.71M
|
151K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 6.19% |
$3.94M - $4.52M
|
971K
$77.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.1K+ 39.32% |
$3.84M - $4.41M
|
195K
$15.6M
|
|
|
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
$49.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 18.44% |
$3.49M - $4.01M
|
322K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.3K+ 14.86% |
$3.3M - $3.78M
|
366K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
39.8KNew |
$2.77M - $3.18M
|
39.8K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
39.5KNew |
$2.75M - $3.16M
|
39.5K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
39.2K+ 4.33% |
$2.73M - $3.13M
|
943K
$75.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35.2K+ 60.49% |
$2.45M - $2.81M
|
93.3K
$7.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
34KNew |
$2.37M - $2.72M
|
34K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 6.69% |
$2.05M - $2.35M
|
469K
$37.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 10.88% |
$1.95M - $2.23M
|
284K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22.5K+ 13.8% |
$1.57M - $1.8M
|
185K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
22.2K+ 8.77% |
$1.55M - $1.78M
|
276K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 3.82% |
$1.52M - $1.75M
|
594K
$47.7M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
21.4K+ 154.92% |
$1.49M - $1.71M
|
35.3K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.2KNew |
$1.47M - $1.69M
|
21.2K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.3KNew |
$1.35M - $1.54M
|
19.3K
$1.55M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.34M - $1.54M
|
19.3K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
18.5K+ 1499.84% |
$1.29M - $1.48M
|
19.7K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.1K+ 5.81% |
$1.26M - $1.45M
|
329K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15.2K+ 64.83% |
$1.06M - $1.21M
|
38.6K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14K+ 8.19% |
$973K - $1.12M
|
184K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
12.6KNew |
$880K - $1.01M
|
12.6K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.8K+ 35.71% |
$752K - $863K
|
41K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5K+ 335.81% |
$733K - $842K
|
13.7K
$1.09M
|
|