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 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
32.5K+ 218.11% |
$2.6M - $2.72M
|
47.5K
$3.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.82K+ 2.14% |
$706K - $738K
|
421K
$33.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.44K+ 11.29% |
$515K - $538K
|
63.4K
$5.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 67.22% |
$511K - $534K
|
15.9K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$410K - $428K
|
5.12K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.1K+ 5.88% |
$408K - $427K
|
91.8K
$7.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9K+ 28.3% |
$392K - $410K
|
22.2K
$1.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.64K+ 3.78% |
$372K - $389K
|
128K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.08K+ 5.39% |
$326K - $341K
|
79.7K
$6.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 47.24% |
$287K - $300K
|
11.2K
$895K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.79KNew |
$224K - $234K
|
2.79K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.41K+ 22.41% |
$193K - $201K
|
13.1K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.09K+ 4.33% |
$168K - $175K
|
50.5K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 18.77% |
$121K - $127K
|
9.59K
$768K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 70.43% |
$121K - $126K
|
3.65K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.48K+ 0.74% |
$119K - $124K
|
203K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 1.32% |
$116K - $122K
|
112K
$8.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 51.05% |
$105K - $110K
|
3.89K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07K+ 1.1% |
$85.5K - $89.4K
|
98.2K
$7.86M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.06K+ 22.4% |
$84.5K - $88.3K
|
5.76K
$461K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.35% |
$81.6K - $85.3K
|
291K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
845+ 9.97% |
$67.7K - $70.7K
|
9.32K
$746K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 3.86% |
$53.8K - $56.2K
|
18.1K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
636+ 2.86% |
$50.9K - $53.2K
|
22.9K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
476+ 0.6% |
$38.1K - $39.8K
|
79.5K
$6.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
380New |
$30.4K - $31.8K
|
380
$30.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$20.3K - $21.3K
|
254
$20.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 8.13% |
$16.9K - $17.7K
|
2.81K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 4.95% |
$14.6K - $15.2K
|
3.86K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 1.25% |
$10.1K - $10.5K
|
10.2K
$815K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
113+ 0.52% |
$9.05K - $9.46K
|
22K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
111+ 2.93% |
$8.89K - $9.29K
|
3.9K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.38% |
$6.73K - $7.03K
|
22.5K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.25% |
$1.28K - $1.34K
|
6.52K
$522K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.27% |
$881 - $920
|
4.08K
$327K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$160 - $167
|
3.07K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.4% |
$80.1 - $83.7
|
254
$20.3K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.12MNew |
$249M - $260M
|
3.12M
$250M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
520K+ 156.99% |
$41.6M - $43.3M
|
852K
$68.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 7.26% |
$12.4M - $12.9M
|
2.29M
$183M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
151K+ 50.34% |
$12.1M - $12.6M
|
452K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 29.76% |
$9.56M - $9.96M
|
522K
$41.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.5K+ 1801.83% |
$7.07M - $7.37M
|
93.4K
$7.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
72.6K+ 114.03% |
$5.8M - $6.04M
|
136K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
72.2KNew |
$5.77M - $6.01M
|
72.2K
$5.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$5.69M - $5.93M
|
71.2K
$5.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
58KNew |
$4.63M - $4.83M
|
58K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
38.5KNew |
$3.07M - $3.2M
|
38.5K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.45M - $2.55M
|
30.7K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.6K+ 3.14% |
$2.44M - $2.55M
|
1M
$80.3M
|
|