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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.9K+ 15.74% |
$319K - $357K
|
36K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.68K+ 62.34% |
$305K - $341K
|
12.2K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.38K+ 73.49% |
$285K - $319K
|
10.3K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.33KNew |
$282K - $316K
|
4.33K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32K+ 6.27% |
$281K - $315K
|
73.2K
$5.64M
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.74K+ 1.07% |
$244K - $273K
|
355K
$27.3M
|
|
|
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
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.25K+ 4.78% |
$211K - $237K
|
71.2K
$5.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.23KNew |
$211K - $236K
|
3.23K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.18KNew |
$207K - $232K
|
3.18K
$245K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.01K+ 15.07% |
$196K - $220K
|
23K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.99K+ 4.21% |
$195K - $218K
|
74.1K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.93K+ 4.8% |
$191K - $214K
|
64K
$4.93M
|
|
|
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
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$185K - $207K
|
2.84K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 28.27% |
$181K - $203K
|
12.6K
$973K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.76KNew |
$180K - $202K
|
2.76K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.75KNew |
$179K - $201K
|
2.75K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 2.84% |
$172K - $192K
|
95.6K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.54K+ 10.91% |
$165K - $185K
|
25.8K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
2.49K+ 5.12% |
$162K - $182K
|
51.1K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 4.07% |
$146K - $164K
|
57.5K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22K+ 1.0% |
$145K - $162K
|
224K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.14K+ 45.92% |
$140K - $156K
|
6.81K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 50.53% |
$139K - $156K
|
6.38K
$491K
|
|
|
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
$4.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.95K+ 27.08% |
$127K - $142K
|
9.15K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.87K+ 62.14% |
$122K - $137K
|
4.89K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.62K+ 233.19% |
$106K - $118K
|
2.32K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.61K+ 10.04% |
$105K - $118K
|
17.7K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.6K+ 1.46% |
$104K - $117K
|
111K
$8.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.54KNew |
$101K - $113K
|
1.54K
$119K
|
|
|
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
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.32K+ 13.76% |
$86.1K - $96.4K
|
10.9K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.25K+ 5.99% |
$81.2K - $90.9K
|
22K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17K+ 39.85% |
$76.2K - $85.4K
|
4.11K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.12K+ 6.03% |
$72.7K - $81.4K
|
19.6K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.03KNew |
$67.3K - $75.4K
|
1.03K
$79.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
965+ 6.43% |
$62.9K - $70.4K
|
16K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
930+ 3.98% |
$60.6K - $67.9K
|
24.3K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
919+ 6.16% |
$59.9K - $67.1K
|
15.8K
$1.22M
|