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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.78KNew |
$239K - $303K
|
3.78K
$303K
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.18KNew |
$202K - $255K
|
3.18K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.94K+ 5.54% |
$186K - $236K
|
56K
$4.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.77K+ 2.15% |
$175K - $222K
|
132K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.69K+ 1.2% |
$170K - $216K
|
226K
$18.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.64KNew |
$167K - $212K
|
2.64K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.61KNew |
$165K - $209K
|
2.61K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.6KNew |
$164K - $208K
|
2.6K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.56KNew |
$162K - $206K
|
2.56K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.54KNew |
$161K - $203K
|
2.54K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.52KNew |
$160K - $203K
|
2.52K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.51KNew |
$159K - $202K
|
2.51K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5KNew |
$158K - $200K
|
2.5K
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$156K - $197K
|
2.46K
$197K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.42K+ 6.85% |
$153K - $194K
|
37.7K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.36K+ 10.67% |
$150K - $190K
|
24.5K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.31K+ 1.26% |
$146K - $185K
|
186K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.31K+ 1.26% |
$146K - $185K
|
186K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$140K - $177K
|
2.21K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.03K+ 5.26% |
$129K - $163K
|
40.6K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.98K+ 40.97% |
$126K - $159K
|
6.82K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.82K+ 9.23% |
$115K - $146K
|
21.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.78KNew |
$113K - $143K
|
1.78K
$143K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.68K+ 21.63% |
$106K - $134K
|
9.43K
$756K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.62K+ 1.47% |
$102K - $130K
|
112K
$8.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 11.81% |
$102K - $129K
|
15.3K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.61K+ 2.09% |
$102K - $129K
|
78.6K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 0.22% |
$86.9K - $110K
|
614K
$49.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.36K+ 7.03% |
$86.4K - $109K
|
20.8K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.34K+ 21.04% |
$84.9K - $108K
|
7.71K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.26K+ 6.38% |
$79.9K - $101K
|
21K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18K+ 3.99% |
$74.8K - $94.8K
|
30.8K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
1.1K+ 13.12% |
$69.8K - $88.4K
|
9.5K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1KNew |
$69.6K - $88.1K
|
1.1K
$88.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.08KNew |
$68.2K - $86.3K
|
1.08K
$86.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.02K+ 16.21% |
$64.7K - $81.9K
|
7.32K
$587K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 13.7% |
$63.7K - $80.7K
|
8.35K
$670K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
934+ 3.34% |
$59.2K - $74.9K
|
28.9K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
929+ 1.53% |
$58.9K - $74.5K
|
61.7K
$4.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
887+ 19.26% |
$56.2K - $71.2K
|
5.49K
$441K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
862+ 5.38% |
$54.6K - $69.2K
|
16.9K
$1.36M
|