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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
904KNew |
$65.2M - $73.6M
|
904K
$69.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
547KNew |
$39.5M - $44.5M
|
547K
$42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
203K+ 20.58% |
$14.7M - $16.5M
|
1.19M
$91.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 47.92% |
$13.4M - $15.1M
|
572K
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
183K+ 15.08% |
$13.2M - $14.9M
|
1.39M
$107M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163K+ 102908.86% |
$11.7M - $13.2M
|
163K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 29.84% |
$10.1M - $11.4M
|
610K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 15.2% |
$8.71M - $9.82M
|
914K
$70.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
106K+ 100.89% |
$7.66M - $8.64M
|
211K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.3K+ 32.53% |
$6.16M - $6.95M
|
348K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84.5K+ 23.8% |
$6.1M - $6.88M
|
439K
$33.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
77.1K+ 31.97% |
$5.57M - $6.28M
|
318K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
65.6KNew |
$4.74M - $5.34M
|
65.6K
$5.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
61.1KNew |
$4.41M - $4.97M
|
61.1K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
53.8KNew |
$3.89M - $4.38M
|
53.8K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.7K+ 38.59% |
$3.59M - $4.04M
|
178K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
48.9K+ 58.98% |
$3.53M - $3.98M
|
132K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
42KNew |
$3.03M - $3.42M
|
42K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.3K+ 7.85% |
$2.84M - $3.2M
|
540K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
38.2K+ 8.72% |
$2.76M - $3.11M
|
477K
$36.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.1KNew |
$2.75M - $3.1M
|
38.1K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.8KNew |
$2.73M - $3.08M
|
37.8K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 1240.6% |
$2.54M - $2.86M
|
38K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35.1K+ 152.87% |
$2.54M - $2.86M
|
58.1K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.6K+ 5.73% |
$2.49M - $2.81M
|
638K
$49M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.8K+ 198.97% |
$2.3M - $2.59M
|
47.8K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
31.7KNew |
$2.29M - $2.58M
|
31.7K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.5K+ 70.84% |
$2.13M - $2.4M
|
71.2K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4K+ 572.84% |
$2.05M - $2.31M
|
33.4K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.4K+ 476.94% |
$1.76M - $1.98M
|
29.5K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
23.7KNew |
$1.71M - $1.93M
|
23.7K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.3K+ 108.94% |
$1.68M - $1.9M
|
44.7K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
23.1KNew |
$1.67M - $1.88M
|
23.1K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23KNew |
$1.66M - $1.87M
|
23K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
22.2KNew |
$1.6M - $1.81M
|
22.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
21.3KNew |
$1.53M - $1.73M
|
21.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 15.51% |
$1.36M - $1.53M
|
140K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$1.27M - $1.44M
|
17.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 6.79% |
$1.18M - $1.33M
|
257K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 78.63% |
$1.08M - $1.22M
|
34.1K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 345.8% |
$1.06M - $1.2M
|
19K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.6KNew |
$1.05M - $1.19M
|
14.6K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.8K+ 14.46% |
$997K - $1.12M
|
109K
$8.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.4K+ 15.28% |
$964K - $1.09M
|
101K
$7.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1K+ 11.07% |
$948K - $1.07M
|
132K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.8K+ 18.33% |
$853K - $962K
|
76.3K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.2K+ 114.61% |
$736K - $830K
|
19.1K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 1.84% |
$726K - $819K
|
558K
$42.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.61K+ 3.94% |
$693K - $782K
|
254K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.12KNew |
$659K - $743K
|
9.12K
$701K
|