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 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
129KNew |
$8.4M - $9.41M
|
129K
$9.94M
|
|
|
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 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.9K+ 286.85% |
$2.01M - $2.25M
|
41.7K
$3.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.6K+ 33.27% |
$1.93M - $2.16M
|
119K
$9.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.4KNew |
$1.85M - $2.07M
|
28.4K
$2.19M
|
|
|
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
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.9K+ 78.14% |
$1.23M - $1.38M
|
43.2K
$3.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.5K+ 5.99% |
$1.14M - $1.28M
|
310K
$23.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.5K+ 23.21% |
$1.07M - $1.2M
|
87.4K
$6.74M
|
|
|
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
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.8KNew |
$638K - $715K
|
9.8K
$756K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.67K+ 345.38% |
$630K - $706K
|
12.5K
$962K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.9K+ 4.21% |
$580K - $649K
|
220K
$17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.61K+ 116.66% |
$561K - $628K
|
16K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.98K+ 8.36% |
$520K - $582K
|
104K
$7.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.43K+ 7.6% |
$484K - $542K
|
105K
$8.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7.16KNew |
$466K - $522K
|
7.16K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.63KNew |
$367K - $411K
|
5.63K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.56K+ 17.5% |
$362K - $405K
|
37.3K
$2.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.32K+ 3.21% |
$346K - $388K
|
171K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.9K+ 15.74% |
$319K - $357K
|
36K
$2.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.68K+ 62.34% |
$305K - $341K
|
12.2K
$939K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.38K+ 73.49% |
$285K - $319K
|
10.3K
$797K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.23K+ 30.67% |
$275K - $308K
|
18K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
4.08K+ 12.71% |
$266K - $298K
|
36.2K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.7K+ 5.7% |
$241K - $270K
|
68.5K
$5.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 8.47% |
$240K - $269K
|
47.2K
$3.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57KNew |
$232K - $260K
|
3.57K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.23KNew |
$211K - $236K
|
3.23K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$196K - $220K
|
3.01K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.99K+ 4.21% |
$195K - $218K
|
74.1K
$5.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.91K+ 12.14% |
$189K - $212K
|
26.8K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86K+ 7.01% |
$186K - $209K
|
43.7K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$185K - $207K
|
2.84K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 28.27% |
$181K - $203K
|
12.6K
$974K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.76KNew |
$180K - $202K
|
2.76K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
2.49K+ 5.12% |
$162K - $182K
|
51.1K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22K+ 1.0% |
$145K - $162K
|
224K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 50.53% |
$139K - $156K
|
6.38K
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.11K+ 14.26% |
$137K - $154K
|
16.9K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.02K+ 3.42% |
$132K - $148K
|
61.2K
$4.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.95K+ 27.08% |
$127K - $142K
|
9.15K
$705K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.6K+ 1.46% |
$104K - $117K
|
111K
$8.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.41K+ 7.42% |
$92.1K - $103K
|
20.5K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.36K+ 4.29% |
$88.3K - $98.9K
|
33K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.35K+ 19.19% |
$87.7K - $98.2K
|
8.36K
$645K
|