Purchases and Sales Made in Q2 2025 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$190 - $241
|
4.6K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$190 - $241
|
1.56K
$127K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$127 - $160
|
3.07K
$250K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$63.4 - $80.2
|
10.4K
$846K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1+ 0.04% |
$63.4 - $80.2
|
2.84K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$63.4 - $80.2
|
514
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$63.4 - $80.2
|
5.02K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$63.4 - $80.2
|
720
$58.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1- 0.04% |
$63.4 - $80.2
|
2.86K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$63.4 - $80.2
|
3.89K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- -0.0% |
$380 - $481
|
151K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.11% |
$444 - $562
|
6.31K
$515K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-9- 0.03% |
$570 - $722
|
28.8K
$2.35M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 3.38% |
$570 - $722
|
257
$21K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.14K - $1.44K
|
8.95K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.39% |
$1.2K - $1.52K
|
4.82K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.27% |
$1.39K - $1.77K
|
7.98K
$651K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.85% |
$1.52K - $1.93K
|
2.81K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24- 0.29% |
$1.52K - $1.93K
|
8.3K
$677K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34- 0.61% |
$2.15K - $2.73K
|
5.52K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37- 7.44% |
$2.34K - $2.97K
|
460
$37.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 1.77% |
$2.53K - $3.21K
|
2.22K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.15% |
$2.53K - $3.21K
|
26K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43- 1.11% |
$2.72K - $3.45K
|
3.83K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 11.39% |
$2.85K - $3.61K
|
350
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 3.26% |
$3.17K - $4.01K
|
1.49K
$121K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 1.71% |
$3.99K - $5.05K
|
3.62K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-64- 2.14% |
$4.06K - $5.13K
|
2.92K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-68- 0.13% |
$4.31K - $5.46K
|
53.9K
$4.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-74- 0.4% |
$4.69K - $5.94K
|
18.5K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-78- 46.15% |
$4.94K - $6.26K
|
91
$7.43K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-96- 0.18% |
$6.08K - $7.7K
|
51.9K
$4.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-96- 3.25% |
$6.08K - $7.7K
|
2.86K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 39.84% |
$6.34K - $8.02K
|
151
$12.3K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 20.0% |
$6.34K - $8.02K
|
400
$32.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-105- 0.48% |
$6.65K - $8.42K
|
21.7K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-111- 1.3% |
$7.03K - $8.91K
|
8.4K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-114- 2.11% |
$7.22K - $9.15K
|
5.3K
$432K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 0.67% |
$7.54K - $9.55K
|
17.7K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-121- 2.94% |
$7.67K - $9.71K
|
3.99K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-122- 3.37% |
$7.73K - $9.79K
|
3.5K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-126- 3.03% |
$7.98K - $10.1K
|
4.03K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-128- 0.84% |
$8.11K - $10.3K
|
15.1K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-149- 0.31% |
$9.44K - $12K
|
47.7K
$3.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-155- 5.74% |
$9.82K - $12.4K
|
2.54K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-155- 0.37% |
$9.82K - $12.4K
|
41.6K
$3.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-199- 4.6% |
$12.6K - $16K
|
4.13K
$337K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-199- 1.7% |
$12.6K - $16K
|
11.5K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 24.18% |
$12.7K - $16K
|
627
$51.2K
|