Purchases and Sales Made in Q1 2023 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
168+ 5.6% |
$8.97K - $10.2K
|
3.17K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
167+ 3.5% |
$8.92K - $10.2K
|
4.94K
$380K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
120+ 2.99% |
$6.41K - $7.3K
|
4.13K
$318K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
104+ 2.58% |
$5.55K - $6.33K
|
4.14K
$319K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
81+ 1.59% |
$4.33K - $4.93K
|
5.19K
$400K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 38.0% |
$4.06K - $4.62K
|
276
$21.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
57New |
$3.04K - $3.47K
|
57
$4.39K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53+ 0.33% |
$2.83K - $3.23K
|
16.1K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
34+ 0.54% |
$1.82K - $2.07K
|
6.38K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.1% |
$1.12K - $1.28K
|
21.4K
$1.65M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$1.07K - $1.22K
|
6.03K
$464K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 0.06% |
$481 - $548
|
13.9K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.2% |
$481 - $548
|
4.45K
$343K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9+ 0.06% |
$481 - $548
|
15K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.22% |
$427 - $487
|
3.73K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.05% |
$427 - $487
|
14.8K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8+ 0.2% |
$427 - $487
|
3.99K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.06% |
$374 - $426
|
12.6K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 0.16% |
$320 - $365
|
3.75K
$289K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$160 - $183
|
1.37K
$105K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.23% |
$107 - $122
|
880
$67.8K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$107 - $122
|
707
$54.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.2% |
$53.4 - $60.9
|
505
$38.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$53.4 - $60.9
|
1
$77
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5- 0.43% |
$267 - $304
|
1.15K
$88.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.07% |
$1.12K - $1.28K
|
29.5K
$2.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-43- 0.54% |
$2.3K - $2.62K
|
7.89K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-76- 0.17% |
$4.06K - $4.62K
|
45.3K
$3.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 0.91% |
$5.34K - $6.09K
|
10.9K
$837K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-101- 3.03% |
$5.39K - $6.15K
|
3.23K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 0.77% |
$7.8K - $8.88K
|
18.7K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-163- 1.6% |
$8.71K - $9.92K
|
10.1K
$774K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-180- 12.06% |
$9.61K - $11K
|
1.31K
$101K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-237- 3.28% |
$12.7K - $14.4K
|
7K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-266- 3.35% |
$14.2K - $16.2K
|
7.68K
$591K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-320- 1.34% |
$17.1K - $19.5K
|
23.6K
$1.82M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-379- 3.58% |
$20.2K - $23.1K
|
10.2K
$785K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-454- 9.85% |
$24.2K - $27.6K
|
4.16K
$320K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-480- 11.05% |
$25.6K - $29.2K
|
3.86K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-518- 2.89% |
$27.7K - $31.5K
|
17.4K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-547- 9.63% |
$29.2K - $33.3K
|
5.13K
$395K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-637- 5.55% |
$34K - $38.8K
|
10.8K
$834K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-695- 43.71% |
$37.1K - $42.3K
|
895
$68.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-780- 13.12% |
$41.7K - $47.5K
|
5.17K
$398K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-798- 2.91% |
$42.6K - $48.6K
|
26.6K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-865- 15.33% |
$46.2K - $52.6K
|
4.78K
$368K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-939- 2.8% |
$50.2K - $57.1K
|
32.6K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 11.35% |
$54.9K - $62.6K
|
8.03K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.06K- 1.62% |
$56.4K - $64.3K
|
64.1K
$4.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.09K- 11.36% |
$58K - $66.1K
|
8.48K
$653K
|