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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $260
|
693
$49.1K
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$53.2 - $64.9
|
6.26K
$443K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.64% |
$53.2 - $64.9
|
157
$11.1K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
123KNew |
$6.94M - $7.77M
|
123K
$8.71M
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.88KNew |
$219K - $245K
|
3.88K
$275K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.65K+ 25.94% |
$206K - $230K
|
17.7K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
818New |
$46.2K - $51.7K
|
818
$57.9K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
593New |
$33.5K - $37.4K
|
593
$42K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28.2K - $31.6K
|
500
$35.4K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
31+ 0.83% |
$1.75K - $1.96K
|
3.78K
$268K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.39KNew |
$187K - $207K
|
3.39K
$240K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 28.57% |
$55.2K - $60.9K
|
4.5K
$319K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734New |
$40.5K - $44.7K
|
734
$52K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
435New |
$24K - $26.5K
|
435
$30.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$8.28K - $9.14K
|
150
$10.6K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
127+ 6.08% |
$7.01K - $7.74K
|
2.22K
$157K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.86K - $4.27K
|
70
$4.96K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$442 - $488
|
8
$566
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.7K+ 42.29% |
$947K - $1.08M
|
59.7K
$4.22M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.49KNew |
$507K - $578K
|
9.49K
$672K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.31% |
$241K - $274K
|
66.1K
$4.68M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.5KNew |
$187K - $213K
|
3.5K
$248K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
226New |
$12.1K - $13.8K
|
226
$16K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
185New |
$9.88K - $11.3K
|
185
$13.1K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
120+ 2.99% |
$6.41K - $7.3K
|
4.13K
$292K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
104+ 2.58% |
$5.55K - $6.33K
|
4.14K
$293K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 38.0% |
$4.06K - $4.62K
|
276
$19.5K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$1.07K - $1.22K
|
6.03K
$427K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.22% |
$427 - $487
|
3.73K
$264K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
64.5KNew |
$3.17M - $3.72M
|
64.5K
$4.56M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.2K+ 1774.15% |
$746K - $875K
|
16K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.89KNew |
$438K - $513K
|
8.89K
$630K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
8.84KNew |
$435K - $510K
|
8.84K
$626K
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.3KNew |
$310K - $363K
|
6.3K
$446K
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.39KNew |
$216K - $253K
|
4.39K
$310K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$196K - $230K
|
3.98K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.36KNew |
$165K - $194K
|
3.36K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 2.23% |
$17.6K - $20.7K
|
16.4K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
178New |
$8.76K - $10.3K
|
178
$12.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125+ 208.33% |
$6.15K - $7.21K
|
185
$13.1K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112New |
$5.51K - $6.46K
|
112
$7.93K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
59.2KNew |
$2.98M - $3.61M
|
59.2K
$4.19M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.21K+ 10.48% |
$262K - $318K
|
54.9K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 8.26% |
$191K - $232K
|
49.8K
$3.52M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.43K+ 4.86% |
$173K - $209K
|
73.9K
$5.23M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.39% |
$102K - $124K
|
19.9K
$1.41M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.51KNew |
$76K - $92.2K
|
1.51K
$107K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$27.7K - $33.6K
|
550
$38.9K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$18.6K - $22.6K
|
370
$26.2K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255New |
$12.8K - $15.6K
|
255
$18.1K
|