Purchases and Sales Made in Q4 2025 in Ishare Morningstar Mid Cap Gro (IMCG)

IMCG Quotes by TradingView

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 20, 2026 Q4 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
36.4K
New
$2.91M - $3.04M
36.4K $2.91M
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 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
13.3K
+ 228.67%
$1.06M - $1.11M
19.1K $1.53M
Jan 22, 2026 Q4 2025
Eagle Strategies LLC

New York, NY
BUY
 -
11.8K
+ 8.52%
$945K - $988K
150K $12M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
8.82K
+ 2.14%
$706K - $738K
421K $33.7M
Jan 16, 2026 Q4 2025
Marino, Stram & Associates LLC

BUY
 -
6.44K
+ 11.29%
$515K - $538K
63.4K $5.08M
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
 -
5.12K
New
$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 23, 2026 Q4 2025
James J. Burns & Company, LLC

Melville, NY
BUY
 -
4.91K
+ 12.38%
$393K - $411K
44.6K $3.57M
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 23, 2026 Q4 2025
Rede Wealth, LLC

BUY
 -
3.79K
New
$303K - $317K
3.79K $303K
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
 -
2.79K
New
$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 23, 2026 Q4 2025
Eagle Bay Advisors LLC

New York, NY
BUY
 -
2.4K
New
$192K - $201K
2.4K $192K
Jan 20, 2026 Q4 2025
Accel Wealth Management

BUY
 -
2.38K
+ 8.95%
$190K - $199K
29K $2.32M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
2.12K
+ 64.63%
$170K - $178K
5.41K $433K
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 22, 2026 Q4 2025
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.04K
+ 1.96%
$83.2K - $86.9K
54K $4.32M
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 22, 2026 Q4 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
706
+ 3.69%
$56.5K - $59.1K
19.8K $1.59M
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 22, 2026 Q4 2025
Carnegie Capital Asset Management, LLC

BUY
 -
632
+ 4.19%
$50.6K - $52.9K
15.7K $1.26M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
618
New
$49.5K - $51.7K
618 $49.5K
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
594
New
$47.6K - $49.7K
594 $47.6K
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
 -
380
New
$30.4K - $31.8K
380 $30.4K
Jan 20, 2026 Q4 2025
Yankcom Partnership

Yankton, SD
BUY
 -
300
New
$24K - $25.1K
300 $24K
Jan 20, 2026 Q4 2025
Secure Asset Management, LLC

BUY
 -
267
+ 6.25%
$21.4K - $22.3K
4.54K $363K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
254
New
$20.3K - $21.3K
254 $20.3K
Jan 21, 2026 Q4 2025
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
234
+ 2.05%
$18.7K - $19.6K
11.6K $932K
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 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
28
+ 0.23%
$2.24K - $2.34K
12.3K $983K

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