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 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$258K - $293K
|
4.14K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.88KNew |
$242K - $274K
|
3.88K
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.8K+ 10.19% |
$237K - $268K
|
41.1K
$2.95M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.42K+ 11.42% |
$214K - $242K
|
33.4K
$2.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3KNew |
$187K - $212K
|
3K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.96KNew |
$184K - $209K
|
2.96K
$212K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$95.8K - $109K
|
1.54K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
824+ 300.73% |
$51.4K - $58.2K
|
1.1K
$78.8K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 50.98% |
$43.7K - $49.5K
|
2.07K
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
636New |
$39.7K - $45K
|
636
$45.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
410New |
$25.6K - $29K
|
410
$29.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$6.24K - $7.07K
|
100
$7.18K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
79New |
$4.93K - $5.58K
|
79
$5.67K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38+ 0.39% |
$2.37K - $2.69K
|
9.72K
$698K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36New |
$2.25K - $2.54K
|
36
$2.59K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$1.37K - $1.55K
|
22
$1.58K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.12K - $1.27K
|
18
$1.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 6.8% |
$624 - $707
|
157
$11.3K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
28.9KNew |
$1.54M - $1.88M
|
28.9K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$1.45M - $1.77M
|
27.3K
$1.96M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
26.7KNew |
$1.42M - $1.73M
|
26.7K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1M - $1.22M
|
18.8K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.7KNew |
$731K - $891K
|
13.7K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$605K - $738K
|
11.4K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.88KNew |
$260K - $317K
|
4.88K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.45KNew |
$184K - $224K
|
3.45K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.24KNew |
$172K - $210K
|
3.24K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.65KNew |
$88K - $107K
|
1.65K
$119K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.3KNew |
$69.2K - $84.4K
|
1.3K
$93.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$72K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
180New |
$9.58K - $11.7K
|
180
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105New |
$5.59K - $6.81K
|
105
$7.54K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$2.29K - $2.79K
|
43
$3.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.54% |
$1.38K - $1.69K
|
4.84K
$347K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19New |
$1.01K - $1.23K
|
19
$1.36K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$319 - $389
|
887
$63.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$266 - $325
|
5
$359
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $260
|
693
$49.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$53.2 - $64.9
|
6.26K
$450K
|
|
| 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
$8.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.88KNew |
$219K - $245K
|
3.88K
$279K
|
|
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.37K+ 3.96% |
$77.3K - $86.5K
|
36K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
818New |
$46.2K - $51.7K
|
818
$58.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
593New |
$33.5K - $37.4K
|
593
$42.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28.2K - $31.6K
|
500
$35.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
31+ 0.83% |
$1.75K - $1.96K
|
3.78K
$272K
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 28.57% |
$55.2K - $60.9K
|
4.5K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734New |
$40.5K - $44.7K
|
734
$52.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
435New |
$24K - $26.5K
|
435
$31.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
127+ 6.08% |
$7.01K - $7.74K
|
2.22K
$159K
|
|