Purchases and Sales Made in Q4 2025 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
32.5K+ 218.11% |
$2.6M - $2.72M
|
47.5K
$3.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.82K+ 2.14% |
$706K - $738K
|
421K
$33.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.38K+ 67.22% |
$511K - $534K
|
15.9K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$410K - $428K
|
5.12K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.1K+ 5.88% |
$408K - $427K
|
91.8K
$7.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.9K+ 28.3% |
$392K - $410K
|
22.2K
$1.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.64K+ 3.78% |
$372K - $389K
|
128K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.08K+ 5.39% |
$326K - $341K
|
79.7K
$6.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 47.24% |
$287K - $300K
|
11.2K
$895K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.79KNew |
$224K - $234K
|
2.79K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.41K+ 22.41% |
$193K - $201K
|
13.1K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.09K+ 4.33% |
$168K - $175K
|
50.5K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 18.77% |
$121K - $127K
|
9.59K
$768K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 70.43% |
$121K - $126K
|
3.65K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.48K+ 0.74% |
$119K - $124K
|
203K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 1.32% |
$116K - $122K
|
112K
$8.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 51.05% |
$105K - $110K
|
3.89K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.07K+ 1.1% |
$85.5K - $89.4K
|
98.2K
$7.86M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.06K+ 22.4% |
$84.5K - $88.3K
|
5.76K
$461K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.35% |
$81.6K - $85.3K
|
291K
$23.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
845+ 9.97% |
$67.7K - $70.7K
|
9.32K
$746K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
672+ 3.86% |
$53.8K - $56.2K
|
18.1K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
636+ 2.86% |
$50.9K - $53.2K
|
22.9K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
476+ 0.6% |
$38.1K - $39.8K
|
79.5K
$6.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
380New |
$30.4K - $31.8K
|
380
$30.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254New |
$20.3K - $21.3K
|
254
$20.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
211+ 8.13% |
$16.9K - $17.7K
|
2.81K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 4.95% |
$14.6K - $15.2K
|
3.86K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 1.25% |
$10.1K - $10.5K
|
10.2K
$815K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
113+ 0.52% |
$9.05K - $9.46K
|
22K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
111+ 2.93% |
$8.89K - $9.29K
|
3.9K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.38% |
$6.73K - $7.03K
|
22.5K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.25% |
$1.28K - $1.34K
|
6.52K
$522K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.27% |
$881 - $920
|
4.08K
$327K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2+ 0.07% |
$160 - $167
|
3.07K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.4% |
$80.1 - $83.7
|
254
$20.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12- 0.22% |
$961 - $1K
|
5.5K
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-748- 22.1% |
$59.9K - $62.6K
|
2.64K
$211K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 23.81% |
$120K - $126K
|
4.8K
$384K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.54K- 1.5% |
$764K - $798K
|
626K
$50.1M
|
|