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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
554New |
$38.6K - $44.3K
|
554
$39.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
523+ 3.17% |
$36.4K - $41.8K
|
17K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
478+ 2.25% |
$33.3K - $38.2K
|
21.7K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
435+ 1.9% |
$30.3K - $34.8K
|
23.4K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
434+ 3.16% |
$30.2K - $34.7K
|
14.2K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 2.19% |
$29.4K - $33.8K
|
19.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
388+ 19.93% |
$27K - $31K
|
2.34K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
368+ 347.17% |
$25.6K - $29.4K
|
474
$34K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
364New |
$25.4K - $29.1K
|
364
$26.1K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
364+ 3.99% |
$25.4K - $29.1K
|
9.49K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
343+ 2.26% |
$23.9K - $27.4K
|
15.5K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
320+ 2.59% |
$22.3K - $25.6K
|
12.7K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 8.82% |
$21.9K - $25.1K
|
3.87K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
310+ 28.18% |
$21.6K - $24.8K
|
1.41K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266New |
$18.5K - $21.3K
|
266
$19.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
266+ 5.3% |
$18.5K - $21.3K
|
5.29K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
251New |
$17.5K - $20.1K
|
251
$18K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
244+ 8.37% |
$17K - $19.5K
|
3.16K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
232New |
$16.2K - $18.6K
|
232
$16.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216+ 4.67% |
$15.1K - $17.3K
|
4.84K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
214+ 74.83% |
$14.9K - $17.1K
|
500
$35.9K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
169+ 2.32% |
$11.8K - $13.5K
|
7.46K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 11.73% |
$11.4K - $13K
|
1.55K
$112K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
157+ 1.24% |
$10.9K - $12.6K
|
12.9K
$924K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 3.48% |
$8.5K - $9.76K
|
3.63K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
106+ 3.45% |
$7.39K - $8.48K
|
3.18K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
102+ 1.07% |
$7.11K - $8.16K
|
9.63K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 0.64% |
$7.11K - $8.16K
|
16K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
101+ 0.71% |
$7.04K - $8.08K
|
14.3K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 1.06% |
$6.55K - $7.52K
|
9K
$646K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
90+ 0.94% |
$6.27K - $7.2K
|
9.69K
$696K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
90+ 0.17% |
$6.27K - $7.2K
|
53.9K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
83+ 2.27% |
$5.78K - $6.64K
|
3.74K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.44K - $6.24K
|
78
$5.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 79.79% |
$5.23K - $6K
|
169
$12.1K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
70+ 0.13% |
$4.88K - $5.6K
|
52K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56New |
$3.9K - $4.48K
|
56
$4.02K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
56New |
$3.9K - $4.48K
|
56
$4.02K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$3.62K - $4.16K
|
52
$3.73K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.4K
|
30
$2.15K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15+ 0.09% |
$1.05K - $1.2K
|
15.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.17% |
$976 - $1.12K
|
8.4K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.04% |
$697 - $800
|
27.5K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.18% |
$558 - $640
|
4.53K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.15% |
$488 - $560
|
4.73K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$488 - $560
|
4.06K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.17% |
$418 - $480
|
3.47K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.18% |
$418 - $480
|
3.39K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.02% |
$279 - $320
|
21.5K
$1.55M
|