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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
405KNew |
$25.7M - $32.5M
|
405K
$32.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 6.08% |
$7.74M - $9.8M
|
2.13M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.8K+ 20.46% |
$5.88M - $7.44M
|
546K
$43.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
76.1KNew |
$4.82M - $6.1M
|
76.1K
$6.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70.4K+ 37.99% |
$4.46M - $5.65M
|
256K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 7.57% |
$3.49M - $4.41M
|
782K
$62.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
53.9KNew |
$3.41M - $4.32M
|
53.9K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
51K+ 403.78% |
$3.23M - $4.09M
|
63.6K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47K+ 16.54% |
$2.98M - $3.77M
|
332K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
37.3KNew |
$2.36M - $2.99M
|
37.3K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.3KNew |
$2.3M - $2.91M
|
36.3K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34.8K+ 37.29% |
$2.2M - $2.79M
|
128K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 16.64% |
$1.7M - $2.15M
|
188K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 7.57% |
$1.58M - $2M
|
354K
$28.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.2K+ 3.62% |
$1.41M - $1.78M
|
635K
$51M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.6K+ 5.9% |
$1.37M - $1.73M
|
387K
$31.1M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19.8K+ 138.23% |
$1.25M - $1.59M
|
34.1K
$2.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18.4K+ 128.13% |
$1.16M - $1.47M
|
32.7K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.4K+ 280.01% |
$913K - $1.16M
|
19.6K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
13.1K+ 12.31% |
$829K - $1.05M
|
119K
$9.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11.8K+ 274.35% |
$751K - $951K
|
16.2K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$713K - $903K
|
11.3K
$903K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.3K+ 9.02% |
$713K - $903K
|
136K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 6.78% |
$693K - $878K
|
172K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 5.88% |
$687K - $870K
|
195K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.33K+ 24.5% |
$528K - $669K
|
42.4K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.01K+ 19.53% |
$507K - $642K
|
49K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.99K+ 6.52% |
$506K - $641K
|
130K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.57KNew |
$479K - $607K
|
7.57K
$607K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.93KNew |
$439K - $556K
|
6.93K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.85K+ 85.22% |
$434K - $549K
|
14.9K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.45K+ 57.52% |
$408K - $517K
|
17.7K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.96K+ 6.71% |
$378K - $478K
|
94.8K
$7.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.88K+ 23.01% |
$372K - $471K
|
31.4K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.58K+ 74.81% |
$353K - $448K
|
13K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
5.16K+ 8.09% |
$327K - $414K
|
69K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.96KNew |
$314K - $398K
|
4.96K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.84KNew |
$307K - $389K
|
4.84K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
4.57K+ 7.71% |
$289K - $366K
|
63.8K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
4.48KNew |
$284K - $359K
|
4.48K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
4.29K+ 9.22% |
$272K - $344K
|
50.8K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.27K+ 4.83% |
$271K - $343K
|
92.6K
$7.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.96K+ 3.64% |
$251K - $318K
|
113K
$9.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.68KNew |
$233K - $296K
|
3.68K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.65K+ 13.06% |
$232K - $293K
|
31.6K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.57KNew |
$226K - $286K
|
3.57K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.44K+ 4.47% |
$218K - $276K
|
80.4K
$6.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.42KNew |
$217K - $275K
|
3.42K
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$212K - $269K
|
3.35K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29KNew |
$208K - $264K
|
3.29K
$264K
|