Purchases and Sales Made in Q1 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2024. 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 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.74K+ 159.65% |
$358K - $406K
|
9.34K
$744K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.1K+ 37.54% |
$318K - $360K
|
18.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 40.55% |
$300K - $339K
|
16.6K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.77K+ 4.5% |
$298K - $337K
|
111K
$8.83M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.61K+ 27.65% |
$288K - $326K
|
21.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.58K+ 3.55% |
$285K - $323K
|
134K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 3.08% |
$280K - $318K
|
150K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.34K+ 28.88% |
$271K - $307K
|
19.4K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.29KNew |
$268K - $303K
|
4.29K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.14KNew |
$258K - $293K
|
4.14K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.13K+ 27.07% |
$258K - $292K
|
19.4K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.88KNew |
$242K - $274K
|
3.88K
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.86K+ 121.97% |
$241K - $273K
|
7.03K
$561K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.8K+ 10.19% |
$237K - $268K
|
41.1K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 15.71% |
$234K - $265K
|
27.6K
$2.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.42K+ 11.42% |
$214K - $242K
|
33.4K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.38KNew |
$211K - $239K
|
3.38K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.36K+ 35.12% |
$210K - $237K
|
12.9K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.11K+ 894.83% |
$194K - $220K
|
3.46K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.11K+ 30.78% |
$194K - $220K
|
13.2K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.09KNew |
$193K - $218K
|
3.09K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3KNew |
$187K - $212K
|
3K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.96KNew |
$184K - $209K
|
2.96K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.9K+ 15.66% |
$181K - $205K
|
21.4K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.67K+ 7.94% |
$167K - $189K
|
36.3K
$2.89M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.62K+ 15.32% |
$163K - $185K
|
19.7K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.46K+ 2.86% |
$153K - $174K
|
88.5K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.39K+ 32.91% |
$149K - $169K
|
9.66K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.34K+ 53.42% |
$146K - $165K
|
6.72K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.25K+ 18.97% |
$141K - $159K
|
14.1K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.22K+ 2.53% |
$139K - $157K
|
90.1K
$7.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.2K+ 8.43% |
$137K - $156K
|
28.4K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.17K+ 11.04% |
$135K - $153K
|
21.8K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.09K+ 55.36% |
$130K - $148K
|
5.87K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2K+ 10.03% |
$125K - $141K
|
21.9K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.93K+ 6.75% |
$121K - $137K
|
30.6K
$2.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 2.21% |
$120K - $136K
|
89K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1.7K+ 0.63% |
$106K - $120K
|
272K
$21.7M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.57K+ 1.98% |
$97.8K - $111K
|
80.9K
$6.45M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$95.8K - $109K
|
1.54K
$122K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 2.65% |
$87.1K - $98.7K
|
54.1K
$4.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.4K+ 26.13% |
$87.1K - $98.7K
|
6.74K
$537K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 15.8% |
$82K - $92.9K
|
9.63K
$768K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 1018.52% |
$68.6K - $77.7K
|
1.21K
$96.3K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.63% |
$65.6K - $74.4K
|
65.8K
$5.24M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.04K+ 4.35% |
$64.7K - $73.3K
|
24.9K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
911+ 23.49% |
$56.8K - $64.4K
|
4.79K
$382K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
905+ 8.31% |
$56.5K - $64K
|
11.8K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
843+ 1.74% |
$52.6K - $59.6K
|
49.2K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
825+ 3.29% |
$51.5K - $58.3K
|
25.9K
$2.07M
|