Latest Institutional Purchases of Ishare Morningstar Mid Cap Gro (IMCG)

IMCG Quotes by TradingView

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
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
360
New
$26K - $29.3K
360 $25.9K
Jan 15, 2025 Q4 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
288
+ 3.94%
$20.8K - $23.4K
7.6K $546K
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
252
+ 8400.0%
$18.2K - $20.5K
255 $18.3K
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
182
New
$13.1K - $14.8K
182 $13.1K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
104
+ 472.73%
$7.51K - $8.47K
126 $9.05K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
100
+ 33.9%
$7.22K - $8.14K
395 $28.4K
Jan 28, 2025 Q4 2024
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
40
New
$2.89K - $3.26K
40 $2.87K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
35
New
$2.53K - $2.85K
35 $2.51K
Feb 14, 2025 Q4 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
17
+ 0.16%
$1.23K - $1.38K
10.9K $785K
Feb 14, 2025 Q4 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
13
+ 0.14%
$938 - $1.06K
9.15K $657K
Feb 11, 2025 Q4 2024
Tap Consulting, LLC

BUY
 -
10
+ 0.2%
$722 - $814
4.91K $353K
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2
+ 0.04%
$144 - $163
5.02K $360K
Jan 13, 2025 Q4 2024
Tsfg, LLC

BUY
 -
2
+ 0.39%
$144 - $163
513 $36.8K
Feb 14, 2025 Q4 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
1
+ 0.42%
$72.2 - $81.4
241 $17.3K
Jan 31, 2025 Q4 2024
Ieq Capital, LLC

BUY
 -
1
+ 0.01%
$72.2 - $81.4
14.5K $1.04M
Q3 2024
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
51.7K
New
$3.37M - $3.77M
51.7K $3.71M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
43.5K
+ 6.67%
$2.83M - $3.17M
696K $50M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
14.7K
+ 12.31%
$958K - $1.07M
134K $9.63M
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
9.8K
New
$638K - $715K
9.8K $704K
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
9.07K
New
$591K - $661K
9.07K $651K
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
7.98K
+ 8.36%
$520K - $582K
104K $7.43M
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
7.16K
New
$466K - $522K
7.16K $514K
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
5.63K
New
$367K - $411K
5.63K $404K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
4.33K
New
$282K - $316K
4.33K $311K
Oct 24, 2024 Q3 2024
Ellis Investment Partners, LLC

BUY
 -
2.76K
New
$180K - $202K
2.76K $198K
Nov 14, 2024 Q3 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
2.14K
+ 45.92%
$140K - $156K
6.81K $489K
Oct 24, 2024 Q3 2024
Concord Wealth Partners

BUY
 -
1.03K
New
$67.3K - $75.4K
1.03K $74.2K
Oct 02, 2024 Q3 2024
M&R Capital Management Inc

BUY
 -
594
+ 119.28%
$38.7K - $43.3K
1.09K $78.4K
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
222
New
$14.5K - $16.2K
222 $15.9K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
98
New
$6.38K - $7.15K
98 $7.04K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
73
+ 9.68%
$4.76K - $5.33K
827 $59.4K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
48
New
$3.13K - $3.5K
48 $3.45K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
33
+ 1.57%
$2.15K - $2.41K
2.14K $153K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
16
New
$1.04K - $1.17K
16 $1.15K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.03%
$65.2 - $73
3.89K $279K
Q2 2024
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
15.2K
New
$996K - $1.07M
15.2K $1.09M
Aug 14, 2024 Q2 2024
Old Mission Capital LLC

BUY
 -
9.46K
New
$619K - $664K
9.46K $680K
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.46K
+ 638.44%
$161K - $172K
2.84K $204K
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.02K
+ 5.46%
$132K - $142K
39.1K $2.81M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
150
New
$9.82K - $10.5K
150 $10.8K
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
148
+ 34.74%
$9.69K - $10.4K
574 $41.2K
Jul 29, 2024 Q2 2024
First Personal Financial Services

BUY
 -
101
+ 776.92%
$6.61K - $7.09K
114 $8.19K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
77
New
$5.04K - $5.4K
77 $5.53K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
48
New
$3.14K - $3.37K
48 $3.45K
Q1 2024
May 08, 2024 Q1 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
119K
New
$7.44M - $8.43M
119K $8.57M
Apr 23, 2024 Q1 2024
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
12.4K
New
$774K - $877K
12.4K $891K
Apr 17, 2024 Q1 2024
Founders Financial Securities LLC

BUY
 -
11.5K
New
$720K - $816K
11.5K $829K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
9.11K
+ 88.88%
$569K - $644K
19.4K $1.39M
Apr 24, 2024 Q1 2024
Win Advisors, Inc

BUY
 -
6.1K
New
$381K - $431K
6.1K $438K

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