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 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.27K+ 43.96% |
$88.7K - $102K
|
4.17K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 4.12% |
$81.7K - $93.7K
|
29.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.13K+ 8.17% |
$78.5K - $90.1K
|
14.9K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.07K+ 2.62% |
$74.4K - $85.3K
|
41.7K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$81.1K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 51.04% |
$70.4K - $80.8K
|
2.99K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1K+ 4.74% |
$69.9K - $80.2K
|
22.2K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 1.09% |
$66.6K - $76.5K
|
88.8K
$7.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
917+ 4.42% |
$63.9K - $73.4K
|
21.7K
$1.74M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
869+ 16.01% |
$60.6K - $69.5K
|
6.3K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
852+ 30.64% |
$59.4K - $68.2K
|
3.63K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
851+ 0.84% |
$59.3K - $68.1K
|
102K
$8.21M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
827+ 1.26% |
$57.6K - $66.2K
|
66.4K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
812+ 24.3% |
$56.6K - $65K
|
4.15K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
732+ 5.06% |
$51K - $58.6K
|
15.2K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
726New |
$50.6K - $58.1K
|
726
$58.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
705+ 23.21% |
$49.1K - $56.4K
|
3.74K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
651+ 2.2% |
$45.4K - $52.1K
|
30.2K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
648+ 0.85% |
$45.2K - $51.8K
|
76.9K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615+ 96.55% |
$42.9K - $49.2K
|
1.25K
$100K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
587+ 3.48% |
$40.9K - $47K
|
17.5K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
587+ 1.41% |
$40.9K - $47K
|
42.3K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
554New |
$38.6K - $44.3K
|
554
$44.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
523+ 3.17% |
$36.4K - $41.8K
|
17K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
478+ 2.25% |
$33.3K - $38.2K
|
21.7K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
435+ 1.9% |
$30.3K - $34.8K
|
23.4K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
434+ 3.16% |
$30.2K - $34.7K
|
14.2K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 2.19% |
$29.4K - $33.8K
|
19.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
388+ 19.93% |
$27K - $31K
|
2.34K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
368+ 347.17% |
$25.6K - $29.4K
|
474
$38K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
364New |
$25.4K - $29.1K
|
364
$29.2K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
364+ 3.99% |
$25.4K - $29.1K
|
9.49K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
343+ 2.26% |
$23.9K - $27.4K
|
15.5K
$1.24M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
335New |
$23.3K - $26.8K
|
335
$26.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
320+ 2.59% |
$22.3K - $25.6K
|
12.7K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 1.24% |
$22.2K - $25.4K
|
26K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266New |
$18.5K - $21.3K
|
266
$21.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
266+ 5.3% |
$18.5K - $21.3K
|
5.29K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
251New |
$17.5K - $20.1K
|
251
$20.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
244+ 8.37% |
$17K - $19.5K
|
3.16K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
232New |
$16.2K - $18.6K
|
232
$18.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216+ 4.67% |
$15.1K - $17.3K
|
4.84K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
214+ 74.83% |
$14.9K - $17.1K
|
500
$40.1K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
169+ 2.32% |
$11.8K - $13.5K
|
7.46K
$598K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 11.73% |
$11.4K - $13K
|
1.55K
$125K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 3.48% |
$8.5K - $9.76K
|
3.63K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
106+ 3.45% |
$7.39K - $8.48K
|
3.18K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
102+ 1.07% |
$7.11K - $8.16K
|
9.63K
$772K
|