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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-217- 2.83% |
$13.7K - $17.4K
|
7.44K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-235- 0.2% |
$14.9K - $18.9K
|
120K
$9.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-239- 1.51% |
$15.1K - $19.2K
|
15.6K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-247- 0.28% |
$15.6K - $19.8K
|
87.6K
$7.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248- 7.15% |
$15.7K - $19.9K
|
3.22K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-267- 1.24% |
$16.9K - $21.4K
|
21.3K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-275- 4.05% |
$17.4K - $22.1K
|
6.52K
$532K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-276- 0.47% |
$17.5K - $22.1K
|
59K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-334- 5.2% |
$21.2K - $26.8K
|
6.09K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-355- 11.16% |
$22.5K - $28.5K
|
2.83K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-370- 3.16% |
$23.4K - $29.7K
|
11.3K
$925K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-379- 7.35% |
$24K - $30.4K
|
4.77K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-429- 2.46% |
$27.2K - $34.4K
|
17K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-442- 5.78% |
$28K - $35.5K
|
7.2K
$588K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 2.54% |
$28.2K - $35.7K
|
17.1K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-460- 3.63% |
$29.1K - $36.9K
|
12.2K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-505- 2.23% |
$32K - $40.5K
|
22.2K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 15.38% |
$32.1K - $40.7K
|
2.79K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-510- 40.73% |
$32.3K - $40.9K
|
742
$60.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-575- 2.2% |
$36.4K - $46.1K
|
25.5K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-647- 19.44% |
$41K - $51.9K
|
2.68K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-680- 6.43% |
$43.1K - $54.6K
|
9.9K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-685- 5.63% |
$43.4K - $55K
|
11.5K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-690- 3.98% |
$43.7K - $55.4K
|
16.7K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-691- 11.91% |
$43.8K - $55.4K
|
5.11K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-698- 1.75% |
$44.2K - $56K
|
39.1K
$3.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-728- 6.57% |
$46.1K - $58.4K
|
10.4K
$846K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-788- 21.06% |
$49.9K - $63.2K
|
2.95K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-788- 1.5% |
$49.9K - $63.2K
|
51.8K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-833- 7.14% |
$52.8K - $66.8K
|
10.8K
$885K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-836- 8.92% |
$53K - $67.1K
|
8.53K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-899- 3.08% |
$57K - $72.1K
|
28.3K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-961- 4.11% |
$60.9K - $77.1K
|
22.4K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-999- 27.5% |
$63.3K - $80.1K
|
2.63K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.05% |
$63.6K - $80.6K
|
23.8K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.04K- 18.31% |
$65.8K - $83.3K
|
4.63K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.07K- 7.17% |
$67.8K - $85.8K
|
13.8K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.61% |
$69.8K - $88.4K
|
29.4K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 6.61% |
$70.1K - $88.7K
|
15.6K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 3.73% |
$71.5K - $90.5K
|
29.1K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.19K- 0.96% |
$75.2K - $95.2K
|
123K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 18.05% |
$76K - $96.3K
|
5.45K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 16.65% |
$76.7K - $97.1K
|
6.06K
$495K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.23K- 18.17% |
$77.7K - $98.4K
|
5.52K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 6.69% |
$81.8K - $104K
|
18K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 18.85% |
$82.4K - $104K
|
5.6K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 2.74% |
$86.2K - $109K
|
48.2K
$3.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 30.0% |
$95K - $120K
|
3.5K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 7.76% |
$96.8K - $123K
|
18.2K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.64K- 7.73% |
$104K - $132K
|
19.6K
$1.6M
|