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
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 25.79% |
$210K - $266K
|
9.53K
$765K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.33K- 9.2% |
$211K - $267K
|
32.8K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.38K- 23.68% |
$214K - $271K
|
10.9K
$873K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.44K- 14.86% |
$218K - $276K
|
19.7K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-3.63K- 16.72% |
$230K - $292K
|
18.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.67K- 23.68% |
$233K - $295K
|
11.8K
$949K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.15K- 1.38% |
$263K - $333K
|
296K
$23.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.36K- 22.18% |
$276K - $350K
|
15.3K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.51K- 32.67% |
$286K - $362K
|
9.3K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 0.88% |
$304K - $385K
|
541K
$43.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.97K- 4.87% |
$315K - $399K
|
97.1K
$7.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.3K- 34.95% |
$336K - $425K
|
9.87K
$792K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.46K- 3.77% |
$346K - $438K
|
139K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.8K- 60.42% |
$367K - $465K
|
3.8K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.57K- 41.96% |
$543K - $688K
|
11.9K
$951K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 61.59% |
$651K - $825K
|
6.41K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 73.45% |
$727K - $921K
|
4.15K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 55.01% |
$737K - $934K
|
9.52K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-14.8K- 7.12% |
$935K - $1.18M
|
192K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16K- 32.42% |
$1.01M - $1.28M
|
33.3K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.5K- 15.51% |
$1.11M - $1.4M
|
95.4K
$7.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 18.34% |
$1.19M - $1.51M
|
83.6K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.7K- 10.08% |
$2.14M - $2.71M
|
301K
$24.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35K- 88.72% |
$2.22M - $2.81M
|
4.45K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-37K- 7.77% |
$2.35M - $2.97M
|
439K
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91.4K- 19.49% |
$5.79M - $7.33M
|
377K
$30.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-117K- 95.98% |
$7.44M - $9.41M
|
4.91K
$394K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-146K- 49.83% |
$9.24M - $11.7M
|
147K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 30.65% |
$11.5M - $14.6M
|
412K
$33.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-341K- 18.64% |
$21.6M - $27.4M
|
1.49M
$119M
|