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 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1K+ 4.74% |
$69.9K - $80.2K
|
22.2K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
956+ 1.09% |
$66.6K - $76.5K
|
88.8K
$6.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
917+ 4.42% |
$63.9K - $73.4K
|
21.7K
$1.7M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
869+ 16.01% |
$60.6K - $69.5K
|
6.3K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
852+ 30.64% |
$59.4K - $68.2K
|
3.63K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
851+ 0.84% |
$59.3K - $68.1K
|
102K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
827+ 1.26% |
$57.6K - $66.2K
|
66.4K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
812+ 24.3% |
$56.6K - $65K
|
4.15K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
732+ 5.06% |
$51K - $58.6K
|
15.2K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
726New |
$50.6K - $58.1K
|
726
$56.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
705+ 23.21% |
$49.1K - $56.4K
|
3.74K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
651+ 2.2% |
$45.4K - $52.1K
|
30.2K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
648+ 0.85% |
$45.2K - $51.8K
|
76.9K
$6.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
620+ 3.67% |
$43.2K - $49.6K
|
17.5K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615+ 96.55% |
$42.9K - $49.2K
|
1.25K
$97.9K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
595+ 18.69% |
$41.5K - $47.6K
|
3.78K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
587+ 3.48% |
$40.9K - $47K
|
17.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
587+ 1.41% |
$40.9K - $47K
|
42.3K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
554New |
$38.6K - $44.3K
|
554
$43.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
523+ 3.17% |
$36.4K - $41.8K
|
17K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
478+ 2.25% |
$33.3K - $38.2K
|
21.7K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
435+ 1.9% |
$30.3K - $34.8K
|
23.4K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
434+ 3.16% |
$30.2K - $34.7K
|
14.2K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 2.19% |
$29.4K - $33.8K
|
19.7K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
388+ 19.93% |
$27K - $31K
|
2.34K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
368+ 347.17% |
$25.6K - $29.4K
|
474
$37.1K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
364+ 3.99% |
$25.4K - $29.1K
|
9.49K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
364New |
$25.4K - $29.1K
|
364
$28.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
343+ 2.26% |
$23.9K - $27.4K
|
15.5K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
330+ 1.68% |
$23K - $26.4K
|
19.9K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
320+ 2.59% |
$22.3K - $25.6K
|
12.7K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 1.24% |
$22.2K - $25.4K
|
26K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 8.82% |
$21.9K - $25.1K
|
3.87K
$303K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
310+ 28.18% |
$21.6K - $24.8K
|
1.41K
$110K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266New |
$18.5K - $21.3K
|
266
$20.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
266+ 5.3% |
$18.5K - $21.3K
|
5.29K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
251New |
$17.5K - $20.1K
|
251
$19.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
244+ 8.37% |
$17K - $19.5K
|
3.16K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
232New |
$16.2K - $18.6K
|
232
$18.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216+ 4.67% |
$15.1K - $17.3K
|
4.84K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
214+ 74.83% |
$14.9K - $17.1K
|
500
$39.1K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
169+ 2.32% |
$11.8K - $13.5K
|
7.46K
$583K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 11.73% |
$11.4K - $13K
|
1.55K
$121K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
157+ 1.24% |
$10.9K - $12.6K
|
12.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 3.48% |
$8.5K - $9.76K
|
3.63K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
106+ 3.45% |
$7.39K - $8.48K
|
3.18K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 0.64% |
$7.11K - $8.16K
|
16K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
102+ 1.07% |
$7.11K - $8.16K
|
9.63K
$753K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
101+ 0.71% |
$7.04K - $8.08K
|
14.3K
$1.12M
|