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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$63.4 - $80.2
|
3.89K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1- 0.04% |
$63.4 - $80.2
|
2.86K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- -0.0% |
$380 - $481
|
151K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7- 0.11% |
$444 - $562
|
6.31K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-9- 0.03% |
$570 - $722
|
28.8K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.14K - $1.44K
|
8.95K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.39% |
$1.2K - $1.52K
|
4.82K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.27% |
$1.39K - $1.77K
|
7.98K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24- 0.29% |
$1.52K - $1.93K
|
8.3K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.85% |
$1.52K - $1.93K
|
2.81K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34- 0.61% |
$2.15K - $2.73K
|
5.52K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-37- 7.44% |
$2.34K - $2.97K
|
460
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.15% |
$2.53K - $3.21K
|
26K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 1.77% |
$2.53K - $3.21K
|
2.22K
$178K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43- 1.11% |
$2.72K - $3.45K
|
3.83K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 11.39% |
$2.85K - $3.61K
|
350
$28.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 3.26% |
$3.17K - $4.01K
|
1.49K
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-63- 1.71% |
$3.99K - $5.05K
|
3.62K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-64- 2.14% |
$4.06K - $5.13K
|
2.92K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-68- 0.13% |
$4.31K - $5.46K
|
53.9K
$4.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-74- 0.4% |
$4.69K - $5.94K
|
18.5K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-78- 46.15% |
$4.94K - $6.26K
|
91
$7.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-96- 0.18% |
$6.08K - $7.7K
|
51.9K
$4.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-96- 3.25% |
$6.08K - $7.7K
|
2.86K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 39.84% |
$6.34K - $8.02K
|
151
$12.1K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-100- 20.0% |
$6.34K - $8.02K
|
400
$32.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-105- 0.48% |
$6.65K - $8.42K
|
21.7K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-111- 1.3% |
$7.03K - $8.91K
|
8.4K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-114- 2.11% |
$7.22K - $9.15K
|
5.3K
$425K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 0.67% |
$7.54K - $9.55K
|
17.7K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-121- 2.94% |
$7.67K - $9.71K
|
3.99K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-122- 3.37% |
$7.73K - $9.79K
|
3.5K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-126- 3.03% |
$7.98K - $10.1K
|
4.03K
$323K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-128- 0.84% |
$8.11K - $10.3K
|
15.1K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-149- 0.31% |
$9.44K - $12K
|
47.7K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-155- 0.37% |
$9.82K - $12.4K
|
41.6K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-155- 5.74% |
$9.82K - $12.4K
|
2.54K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-199- 4.6% |
$12.6K - $16K
|
4.13K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 24.18% |
$12.7K - $16K
|
627
$50.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-217- 2.83% |
$13.7K - $17.4K
|
7.44K
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-235- 0.2% |
$14.9K - $18.9K
|
120K
$9.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-239- 1.51% |
$15.1K - $19.2K
|
15.6K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-247- 0.28% |
$15.6K - $19.8K
|
87.6K
$7.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-248- 7.15% |
$15.7K - $19.9K
|
3.22K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-267- 1.24% |
$16.9K - $21.4K
|
21.3K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-275- 4.05% |
$17.4K - $22.1K
|
6.52K
$523K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-276- 0.47% |
$17.5K - $22.1K
|
59K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-334- 5.2% |
$21.2K - $26.8K
|
6.09K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-355- 11.16% |
$22.5K - $28.5K
|
2.83K
$227K
|