Purchases and Sales Made in Q1 2025 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARE MORNINGSTAR MID CAP GRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.87K+ 1.09% |
$409K - $469K
|
546K
$42.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.67K+ 4.76% |
$395K - $454K
|
125K
$9.75M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.55KNew |
$387K - $444K
|
5.55K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.54KNew |
$386K - $443K
|
5.54K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.5K+ 12.31% |
$383K - $440K
|
50.2K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.49K+ 7.68% |
$383K - $439K
|
77K
$6.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.36K+ 3.43% |
$373K - $428K
|
161K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.35K+ 1337.5% |
$373K - $428K
|
5.75K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12K+ 40.32% |
$357K - $410K
|
17.8K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.8K+ 1.67% |
$335K - $384K
|
293K
$22.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.64K+ 3.31% |
$323K - $371K
|
145K
$11.3M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.22K+ 4219.0% |
$294K - $337K
|
4.32K
$338K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.09K+ 7.42% |
$285K - $327K
|
59.2K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.06K+ 3.73% |
$283K - $325K
|
113K
$8.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.95K+ 1.8% |
$275K - $316K
|
223K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.88KNew |
$270K - $310K
|
3.88K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$270K - $310K
|
3.87K
$303K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.65K+ 34.44% |
$255K - $292K
|
14.3K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
3.56K+ 84.98% |
$248K - $285K
|
7.75K
$606K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 38.23% |
$248K - $284K
|
12.8K
$1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.45KNew |
$241K - $276K
|
3.45K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.28K+ 7.58% |
$228K - $262K
|
46.5K
$3.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.95KNew |
$206K - $236K
|
2.95K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 19.85% |
$201K - $230K
|
17.4K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.82K+ 8.45% |
$196K - $225K
|
36.2K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$179K - $206K
|
2.57K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.57K+ 5.14% |
$179K - $206K
|
52.6K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 0.41% |
$175K - $201K
|
612K
$47.9M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.29K+ 9.85% |
$160K - $183K
|
25.5K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.12K+ 12.26% |
$148K - $169K
|
19.4K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 43.69% |
$146K - $168K
|
6.9K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.03K+ 2.16% |
$141K - $162K
|
95.7K
$7.48M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.98K+ 33.46% |
$138K - $158K
|
7.89K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 12.09% |
$130K - $150K
|
17.3K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 84.98% |
$128K - $147K
|
4K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.84K+ 10.24% |
$128K - $147K
|
19.8K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 26.42% |
$112K - $128K
|
7.66K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 14.6% |
$108K - $124K
|
12.2K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 3.19% |
$103K - $118K
|
47.8K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.43K+ 3.63% |
$99.8K - $115K
|
40.9K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.41K+ 4.9% |
$98.5K - $113K
|
30.3K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.29K+ 21.02% |
$89.7K - $103K
|
7.41K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.28K+ 2.15% |
$89.1K - $102K
|
60.8K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.27K+ 43.96% |
$88.7K - $102K
|
4.17K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 6.88% |
$88.5K - $102K
|
19.7K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 4.12% |
$81.7K - $93.7K
|
29.6K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.13K+ 8.17% |
$78.5K - $90.1K
|
14.9K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.07K+ 2.62% |
$74.4K - $85.3K
|
41.7K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$70.5K - $80.9K
|
1.01K
$79.1K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.01K+ 51.04% |
$70.4K - $80.8K
|
2.99K
$234K
|