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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.8K+ 1.67% |
$335K - $384K
|
293K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.64K+ 3.31% |
$323K - $371K
|
145K
$10.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.09K+ 7.42% |
$285K - $327K
|
59.2K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.06K+ 3.73% |
$283K - $325K
|
113K
$8.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.95K+ 1.8% |
$275K - $316K
|
223K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$270K - $310K
|
3.87K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
3.56K+ 84.98% |
$248K - $285K
|
7.75K
$556K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 38.23% |
$248K - $284K
|
12.8K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.28K+ 7.58% |
$228K - $262K
|
46.5K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.95KNew |
$206K - $236K
|
2.95K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 19.85% |
$201K - $230K
|
17.4K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.82K+ 8.45% |
$196K - $225K
|
36.2K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$179K - $206K
|
2.57K
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.57K+ 5.14% |
$179K - $206K
|
52.6K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 0.41% |
$175K - $201K
|
612K
$44M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.29K+ 9.85% |
$160K - $183K
|
25.5K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.12K+ 12.26% |
$148K - $169K
|
19.4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 43.69% |
$146K - $168K
|
6.9K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.03K+ 2.16% |
$141K - $162K
|
95.7K
$6.87M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.98K+ 33.46% |
$138K - $158K
|
7.89K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 12.09% |
$130K - $150K
|
17.3K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 84.98% |
$128K - $147K
|
4K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 26.42% |
$112K - $128K
|
7.66K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 14.6% |
$108K - $124K
|
12.2K
$874K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 3.19% |
$103K - $118K
|
47.8K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.41K+ 4.9% |
$98.5K - $113K
|
30.3K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.29K+ 21.02% |
$89.7K - $103K
|
7.41K
$532K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.28K+ 2.15% |
$89.1K - $102K
|
60.8K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.27K+ 43.96% |
$88.7K - $102K
|
4.17K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.88% |
$88.5K - $102K
|
19.7K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 4.12% |
$81.7K - $93.7K
|
29.6K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.13K+ 8.17% |
$78.5K - $90.1K
|
14.9K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.07K+ 2.62% |
$74.4K - $85.3K
|
41.7K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 1.09% |
$66.6K - $76.5K
|
88.8K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
917+ 4.42% |
$63.9K - $73.4K
|
21.7K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
852+ 30.64% |
$59.4K - $68.2K
|
3.63K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
851+ 0.84% |
$59.3K - $68.1K
|
102K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
827+ 1.26% |
$57.6K - $66.2K
|
66.4K
$4.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
812+ 24.3% |
$56.6K - $65K
|
4.15K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
732+ 5.06% |
$51K - $58.6K
|
15.2K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
726New |
$50.6K - $58.1K
|
726
$52.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
705+ 23.21% |
$49.1K - $56.4K
|
3.74K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
651+ 2.2% |
$45.4K - $52.1K
|
30.2K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
648+ 0.85% |
$45.2K - $51.8K
|
76.9K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
620+ 3.67% |
$43.2K - $49.6K
|
17.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615+ 96.55% |
$42.9K - $49.2K
|
1.25K
$89.9K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
587+ 3.48% |
$40.9K - $47K
|
17.5K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
587+ 1.41% |
$40.9K - $47K
|
42.3K
$3.04M
|