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 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-370- 3.16% |
$23.4K - $29.7K
|
11.3K
$909K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-379- 7.35% |
$24K - $30.4K
|
4.77K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-429- 2.46% |
$27.2K - $34.4K
|
17K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-442- 5.78% |
$28K - $35.5K
|
7.2K
$578K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-445- 2.54% |
$28.2K - $35.7K
|
17.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-460- 3.63% |
$29.1K - $36.9K
|
12.2K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-505- 2.23% |
$32K - $40.5K
|
22.2K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-507- 15.38% |
$32.1K - $40.7K
|
2.79K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-510- 40.73% |
$32.3K - $40.9K
|
742
$59.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-575- 2.2% |
$36.4K - $46.1K
|
25.5K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-647- 19.44% |
$41K - $51.9K
|
2.68K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-680- 6.43% |
$43.1K - $54.6K
|
9.9K
$794K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-685- 5.63% |
$43.4K - $55K
|
11.5K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-690- 3.98% |
$43.7K - $55.4K
|
16.7K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-691- 11.91% |
$43.8K - $55.4K
|
5.11K
$410K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-698- 1.75% |
$44.2K - $56K
|
39.1K
$3.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-728- 6.57% |
$46.1K - $58.4K
|
10.4K
$831K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-788- 1.5% |
$49.9K - $63.2K
|
51.8K
$4.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-788- 21.06% |
$49.9K - $63.2K
|
2.95K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-833- 7.14% |
$52.8K - $66.8K
|
10.8K
$870K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-836- 8.92% |
$53K - $67.1K
|
8.53K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-899- 3.08% |
$57K - $72.1K
|
28.3K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-961- 4.11% |
$60.9K - $77.1K
|
22.4K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-999- 27.5% |
$63.3K - $80.1K
|
2.63K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.05% |
$63.6K - $80.6K
|
23.8K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.04K- 18.31% |
$65.8K - $83.3K
|
4.63K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.07K- 7.17% |
$67.8K - $85.8K
|
13.8K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.61% |
$69.8K - $88.4K
|
29.4K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 6.61% |
$70.1K - $88.7K
|
15.6K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 3.73% |
$71.5K - $90.5K
|
29.1K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.19K- 0.96% |
$75.2K - $95.2K
|
123K
$9.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.2K- 18.05% |
$76K - $96.3K
|
5.45K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 16.65% |
$76.7K - $97.1K
|
6.06K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 6.69% |
$81.8K - $104K
|
18K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 18.85% |
$82.4K - $104K
|
5.6K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 2.74% |
$86.2K - $109K
|
48.2K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.5K- 30.0% |
$95K - $120K
|
3.5K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 7.76% |
$96.8K - $123K
|
18.2K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.64K- 7.73% |
$104K - $132K
|
19.6K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.65K- 21.55% |
$105K - $132K
|
6.01K
$482K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.72K- 14.9% |
$109K - $138K
|
9.8K
$786K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.89K- 9.17% |
$120K - $151K
|
18.7K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.14K- 16.35% |
$136K - $172K
|
10.9K
$878K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.23K- 10.3% |
$141K - $179K
|
19.5K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 19.12% |
$147K - $186K
|
9.8K
$786K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 2.9% |
$148K - $188K
|
78.3K
$6.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.4K- 5.81% |
$152K - $192K
|
38.8K
$3.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.47K- 0.9% |
$156K - $198K
|
273K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 7.38% |
$191K - $242K
|
37.8K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.03K- 32.61% |
$192K - $243K
|
6.25K
$502K
|