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 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
812+ 6.31% |
$51.4K - $65.1K
|
13.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
805+ 5.22% |
$51K - $64.6K
|
16.2K
$1.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
802+ 20.68% |
$50.8K - $64.3K
|
4.68K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
727+ 4.18% |
$46.1K - $58.3K
|
18.1K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
708+ 0.74% |
$44.9K - $56.8K
|
96.4K
$7.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
708+ 8.22% |
$44.9K - $56.8K
|
9.32K
$747K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
691+ 18.29% |
$43.8K - $55.4K
|
4.47K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
663+ 1.93% |
$42K - $53.2K
|
35K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
660+ 17.47% |
$41.8K - $53K
|
4.44K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 4.5% |
$40.4K - $51.2K
|
14.8K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
513+ 125.12% |
$32.5K - $41.2K
|
923
$74K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
491+ 1.46% |
$31.1K - $39.4K
|
34.1K
$2.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
478+ 1.58% |
$30.3K - $38.3K
|
30.7K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
477+ 1.27% |
$30.2K - $38.3K
|
38.1K
$3.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 31.06% |
$27.8K - $35.1K
|
1.85K
$148K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
409+ 5.52% |
$25.9K - $32.8K
|
7.82K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
408+ 0.85% |
$25.9K - $32.7K
|
48.2K
$3.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
336New |
$21.3K - $27K
|
336
$27K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
325+ 3.61% |
$20.6K - $26.1K
|
9.33K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
312+ 13.36% |
$19.8K - $25K
|
2.65K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
267+ 1.27% |
$16.9K - $21.4K
|
21.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
241+ 1.42% |
$15.3K - $19.3K
|
17.2K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
227+ 2.34% |
$14.4K - $18.2K
|
9.91K
$795K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
219+ 43.8% |
$13.9K - $17.6K
|
719
$57.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
182New |
$11.5K - $14.6K
|
182
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
159+ 3.29% |
$10.1K - $12.8K
|
4.99K
$400K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
150+ 2.71% |
$9.5K - $12K
|
5.69K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
148+ 31.16% |
$9.38K - $11.9K
|
623
$50K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
139+ 29.32% |
$8.81K - $11.2K
|
613
$49.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127New |
$8.05K - $10.2K
|
127
$10.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
99+ 2.47% |
$6.27K - $7.94K
|
4.1K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
73+ 0.17% |
$4.63K - $5.86K
|
42.4K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63New |
$3.99K - $5.05K
|
63
$5.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
52New |
$3.29K - $4.17K
|
52
$4.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
35+ 0.74% |
$2.22K - $2.81K
|
4.75K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
31+ 0.88% |
$1.96K - $2.49K
|
3.56K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
30+ 0.31% |
$1.9K - $2.41K
|
9.66K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.04% |
$634 - $802
|
27.5K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 76.92% |
$634 - $802
|
23
$1.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.18% |
$444 - $562
|
3.85K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7+ 0.15% |
$444 - $562
|
4.74K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$444 - $562
|
4.07K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.11% |
$253 - $321
|
3.75K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$190 - $241
|
1.56K
$125K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$190 - $241
|
4.6K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$127 - $160
|
3.07K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$63.4 - $80.2
|
514
$41.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$63.4 - $80.2
|
720
$57.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$63.4 - $80.2
|
5.02K
$403K
|
|
|
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
$228K
|