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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
822K+ 69.07% |
$57.3M - $65.7M
|
2.01M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
435K+ 31.18% |
$30.3M - $34.8M
|
1.83M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
217K+ 92.07% |
$15.1M - $17.4M
|
453K
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
122KNew |
$8.52M - $9.78M
|
122K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
106KNew |
$7.4M - $8.5M
|
106K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.7K+ 13.91% |
$6.18M - $7.1M
|
727K
$52.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
75.5K+ 57.3% |
$5.26M - $6.04M
|
207K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
58.9K+ 63.92% |
$4.11M - $4.71M
|
151K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.1K+ 39.32% |
$3.84M - $4.41M
|
195K
$14M
|
|
|
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
$44M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.3K+ 14.86% |
$3.3M - $3.78M
|
366K
$26.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
39.8KNew |
$2.77M - $3.18M
|
39.8K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
39.5KNew |
$2.75M - $3.16M
|
39.5K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
39.2K+ 4.33% |
$2.73M - $3.13M
|
943K
$67.7M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35.2K+ 60.49% |
$2.45M - $2.81M
|
93.3K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
34KNew |
$2.37M - $2.72M
|
34K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 10.88% |
$1.95M - $2.23M
|
284K
$20.4M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
22.2K+ 8.77% |
$1.55M - $1.78M
|
276K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 3.82% |
$1.52M - $1.75M
|
594K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
21.4K+ 154.92% |
$1.49M - $1.71M
|
35.3K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.2KNew |
$1.47M - $1.69M
|
21.2K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.3KNew |
$1.35M - $1.54M
|
19.3K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
18.5K+ 1499.84% |
$1.29M - $1.48M
|
19.7K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.1K+ 5.81% |
$1.26M - $1.45M
|
329K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15.2K+ 64.83% |
$1.06M - $1.21M
|
38.6K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14K+ 8.19% |
$973K - $1.12M
|
184K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1KNew |
$912K - $1.05M
|
13.1K
$940K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
12.6KNew |
$880K - $1.01M
|
12.6K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.1K+ 29.22% |
$776K - $891K
|
49.2K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.8K+ 35.71% |
$752K - $863K
|
41K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5K+ 335.81% |
$733K - $842K
|
13.7K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.1K+ 8.87% |
$703K - $807K
|
124K
$8.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9.45K+ 193.33% |
$659K - $756K
|
14.3K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.02K+ 11.37% |
$629K - $722K
|
88.3K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.85KNew |
$617K - $708K
|
8.85K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.24KNew |
$574K - $659K
|
8.24K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.16K+ 8.1% |
$569K - $653K
|
109K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.56KNew |
$527K - $605K
|
7.56K
$543K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.42K+ 14.86% |
$447K - $513K
|
49.6K
$3.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.4K+ 23.48% |
$446K - $512K
|
33.6K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.32KNew |
$440K - $505K
|
6.32K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.87K+ 1.09% |
$409K - $469K
|
546K
$39.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.67K+ 4.76% |
$395K - $454K
|
125K
$8.96M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.55KNew |
$387K - $444K
|
5.55K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.54KNew |
$386K - $443K
|
5.54K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.5K+ 12.31% |
$383K - $440K
|
50.2K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.49K+ 7.68% |
$383K - $439K
|
77K
$5.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.36K+ 3.43% |
$373K - $428K
|
161K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.35K+ 1337.5% |
$373K - $428K
|
5.75K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12K+ 40.32% |
$357K - $410K
|
17.8K
$1.28M
|