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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
161K+ 15.3% |
$10.5M - $11.7M
|
1.21M
$93.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
129KNew |
$8.4M - $9.41M
|
129K
$9.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$8.39M - $9.39M
|
129K
$9.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 7.59% |
$4.54M - $5.08M
|
987K
$76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
51.7KNew |
$3.37M - $3.77M
|
51.7K
$3.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.5K+ 6.67% |
$2.83M - $3.17M
|
696K
$53.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.8K+ 8.86% |
$2.65M - $2.97M
|
501K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
34.9KNew |
$2.27M - $2.54M
|
34.9K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.9K+ 286.85% |
$2.01M - $2.25M
|
41.7K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.8K+ 14.73% |
$2.01M - $2.25M
|
240K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.6K+ 33.27% |
$1.93M - $2.16M
|
119K
$9.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.4KNew |
$1.85M - $2.07M
|
28.4K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.78M - $2M
|
27.3K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.4K+ 4.65% |
$1.59M - $1.78M
|
548K
$42.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 10.52% |
$1.58M - $1.77M
|
255K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 9.82% |
$1.53M - $1.71M
|
262K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.2K+ 13.57% |
$1.45M - $1.62M
|
186K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
22.2K+ 13.57% |
$1.45M - $1.62M
|
186K
$14.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.7KNew |
$1.35M - $1.51M
|
20.7K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
20.6K+ 129.46% |
$1.34M - $1.5M
|
36.5K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.6KNew |
$1.27M - $1.43M
|
19.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$1.24M - $1.39M
|
19.1K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.9K+ 78.14% |
$1.23M - $1.38M
|
43.2K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.5K+ 5.99% |
$1.14M - $1.28M
|
310K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
16.8KNew |
$1.1M - $1.23M
|
16.8K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.5K+ 23.21% |
$1.07M - $1.2M
|
87.4K
$6.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.2KNew |
$988K - $1.11M
|
15.2K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 12.31% |
$958K - $1.07M
|
134K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 4.62% |
$769K - $861K
|
267K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 31.89% |
$727K - $814K
|
46.1K
$3.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$699K - $783K
|
10.7K
$826K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.8KNew |
$638K - $715K
|
9.8K
$754K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.67K+ 345.38% |
$630K - $706K
|
12.5K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.07KNew |
$591K - $661K
|
9.07K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$580K - $649K
|
8.9K
$685K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.9K+ 4.21% |
$580K - $649K
|
220K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.61K+ 116.66% |
$561K - $628K
|
16K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.61K+ 8.27% |
$561K - $628K
|
113K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
8.06KNew |
$525K - $588K
|
8.06K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.98K+ 8.36% |
$520K - $582K
|
104K
$7.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.43K+ 7.6% |
$484K - $542K
|
105K
$8.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7.16KNew |
$466K - $522K
|
7.16K
$551K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.63KNew |
$367K - $411K
|
5.63K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.56K+ 17.5% |
$362K - $405K
|
37.3K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.53K+ 6.72% |
$360K - $404K
|
87.8K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.51KNew |
$359K - $402K
|
5.51K
$424K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.32K+ 3.21% |
$346K - $388K
|
171K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 30.94% |
$329K - $369K
|
21.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.02KNew |
$327K - $366K
|
5.02K
$386K
|