Purchases and Sales Made in Q3 2025 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
72.6K+ 114.03% |
$5.8M - $6.04M
|
136K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
58KNew |
$4.63M - $4.83M
|
58K
$4.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.45M - $2.55M
|
30.7K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
15.6K+ 8.39% |
$1.25M - $1.3M
|
202K
$16.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14.9K+ 307.8% |
$1.19M - $1.24M
|
19.8K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 1.64% |
$803K - $837K
|
624K
$50.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.32K+ 7.86% |
$505K - $526K
|
86.7K
$7.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.09KNew |
$486K - $507K
|
6.09K
$497K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
5.81K+ 27.97% |
$464K - $484K
|
26.6K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.78K+ 25108.7% |
$461K - $481K
|
5.8K
$473K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.69K+ 35.16% |
$454K - $473K
|
21.9K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.6K+ 16.44% |
$447K - $466K
|
39.7K
$3.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.68K+ 2.71% |
$374K - $389K
|
177K
$14.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4K+ 89.59% |
$320K - $333K
|
8.47K
$692K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.62K+ 81.23% |
$289K - $301K
|
8.07K
$659K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.17K+ 3.32% |
$253K - $264K
|
98.5K
$8.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68K+ 5.56% |
$214K - $223K
|
50.9K
$4.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.58K+ 1.89% |
$206K - $214K
|
139K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.57KNew |
$205K - $214K
|
2.57K
$210K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14KNew |
$171K - $178K
|
2.14K
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 2.46% |
$164K - $171K
|
85.7K
$6.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.36KNew |
$108K - $113K
|
1.36K
$111K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
1.31K+ 13.92% |
$105K - $109K
|
10.7K
$876K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 2.67% |
$103K - $107K
|
49.5K
$4.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.24K+ 9.04% |
$98.8K - $103K
|
14.9K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 2.2% |
$90.9K - $94.7K
|
52.9K
$4.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.09K+ 34.16% |
$86.8K - $90.5K
|
4.27K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.08K+ 13.76% |
$86K - $89.6K
|
8.9K
$726K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
890+ 34.74% |
$71.1K - $74.1K
|
3.45K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
792+ 0.82% |
$63.3K - $65.9K
|
97.2K
$7.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
754+ 10.89% |
$60.2K - $62.8K
|
7.68K
$627K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 27.88% |
$58.1K - $60.5K
|
3.34K
$272K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
658+ 3.05% |
$52.6K - $54.8K
|
22.2K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
599+ 3.31% |
$47.9K - $49.9K
|
18.7K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
515+ 8.46% |
$41.1K - $42.9K
|
6.6K
$539K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
423+ 2.5% |
$33.8K - $35.2K
|
17.3K
$1.41M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
321+ 1.88% |
$25.6K - $26.7K
|
17.4K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
297New |
$23.7K - $24.7K
|
297
$24.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
195+ 0.12% |
$15.6K - $16.2K
|
169K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
168+ 4.17% |
$13.4K - $14K
|
4.2K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
153+ 2.06% |
$12.2K - $12.7K
|
7.6K
$620K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
140+ 1.41% |
$11.2K - $11.7K
|
10.1K
$821K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
102+ 2.77% |
$8.15K - $8.49K
|
3.79K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
72+ 0.64% |
$5.75K - $5.99K
|
11.4K
$931K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 7.69% |
$559 - $583
|
98
$8K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.06% |
$479 - $500
|
9.54K
$779K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$240 - $250
|
1.56K
$127K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.79% |
$79.9 - $83.3
|
57
$4.65K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$79.9 - $83.3
|
5.02K
$410K
|