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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.28K- 26.79% |
$229K - $262K
|
8.96K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-3.64K- 8.82% |
$254K - $291K
|
37.7K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.76K- 25.3% |
$262K - $300K
|
11.1K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.91K- 25.37% |
$273K - $313K
|
11.5K
$900K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.08K- 84.93% |
$284K - $326K
|
724
$56.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 5.48% |
$326K - $374K
|
80.7K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 15.41% |
$439K - $504K
|
34.6K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-6.62K- 13.8% |
$462K - $530K
|
41.4K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-7.16K- 6.11% |
$499K - $572K
|
110K
$8.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.32K- 6.69% |
$510K - $585K
|
102K
$7.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 37.85% |
$514K - $590K
|
12.1K
$947K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.83K- 74.37% |
$546K - $626K
|
2.7K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-8.54K- 23.41% |
$595K - $683K
|
27.9K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9.13K- 1.67% |
$636K - $730K
|
538K
$42M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.5K- 49.74% |
$662K - $760K
|
9.6K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-12.2K- 3.91% |
$851K - $977K
|
300K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 3.73% |
$905K - $1.04M
|
335K
$26.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-13.1K- 55.41% |
$916K - $1.05M
|
10.6K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 19.15% |
$1.03M - $1.18M
|
62.3K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 55.53% |
$1.32M - $1.52M
|
15.2K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.5K- 72.75% |
$1.43M - $1.64M
|
7.66K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.7K- 80.39% |
$1.65M - $1.9M
|
5.78K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.1K- 72.22% |
$1.68M - $1.93M
|
9.28K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.9K- 86.44% |
$2.29M - $2.63M
|
5.15K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42.6K- 73.15% |
$2.97M - $3.4M
|
15.6K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.8K- 22.52% |
$3.26M - $3.74M
|
161K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.3K- 80.59% |
$4M - $4.59M
|
13.8K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-88.9K- 42.07% |
$6.2M - $7.11M
|
122K
$9.57M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 99.71% |
$12.4M - $14.2M
|
514
$40.2K
|