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
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$6.97K - $8K
|
100
$7.82K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 1.06% |
$6.55K - $7.52K
|
9K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
90+ 0.94% |
$6.27K - $7.2K
|
9.69K
$757K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
90+ 0.17% |
$6.27K - $7.2K
|
53.9K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
83+ 2.27% |
$5.78K - $6.64K
|
3.74K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
80+ 20.25% |
$5.58K - $6.4K
|
475
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79+ 0.51% |
$5.51K - $6.32K
|
15.4K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.44K - $6.24K
|
78
$6.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 79.79% |
$5.23K - $6K
|
169
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
70+ 0.13% |
$4.88K - $5.6K
|
52K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56New |
$3.9K - $4.48K
|
56
$4.38K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
56New |
$3.9K - $4.48K
|
56
$4.38K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$3.62K - $4.16K
|
52
$4.07K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.4K
|
30
$2.35K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.1% |
$1.39K - $1.6K
|
21K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15+ 0.09% |
$1.05K - $1.2K
|
15.8K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
14+ 0.17% |
$976 - $1.12K
|
8.4K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$906 - $1.04K
|
9.16K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.04% |
$697 - $800
|
27.5K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.18% |
$558 - $640
|
4.53K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$488 - $560
|
4.06K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.15% |
$488 - $560
|
4.73K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.17% |
$418 - $480
|
3.47K
$271K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.18% |
$418 - $480
|
3.39K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.02% |
$279 - $320
|
21.5K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$139 - $160
|
3.06K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$69.7 - $80
|
3.3K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$69.7 - $80
|
719
$56.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$69.7 - $80
|
1
$78.2
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2- 0.05% |
$139 - $160
|
4.18K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-9- 0.19% |
$627 - $720
|
4.71K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12- 0.16% |
$836 - $960
|
7.34K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 0.18% |
$836 - $960
|
6.75K
$527K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13- 0.03% |
$906 - $1.04K
|
47.8K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-19- 0.22% |
$1.32K - $1.52K
|
8.52K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.95% |
$1.88K - $2.16K
|
2.83K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38- 0.92% |
$2.65K - $3.04K
|
4.11K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-41- 0.88% |
$2.86K - $3.28K
|
4.61K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 12.61% |
$3.97K - $4.56K
|
395
$30.9K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 54.55% |
$5.02K - $5.76K
|
60
$4.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-79- 1.22% |
$5.51K - $6.32K
|
6.42K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-97- 0.16% |
$6.76K - $7.76K
|
59.3K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-98- 3.3% |
$6.83K - $7.84K
|
2.87K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-106- 3.33% |
$7.39K - $8.48K
|
3.08K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-117- 3.93% |
$8.15K - $9.36K
|
2.86K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-143- 2.87% |
$9.97K - $11.4K
|
4.84K
$378K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-169- 5.61% |
$11.8K - $13.5K
|
2.84K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-177- 2.16% |
$12.3K - $14.2K
|
8.03K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 1.58% |
$13K - $15K
|
11.7K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-220- 2.94% |
$15.3K - $17.6K
|
7.27K
$568K
|