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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
824+ 300.73% |
$51.4K - $58.2K
|
1.1K
$87.5K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
821+ 6.46% |
$51.2K - $58K
|
13.5K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
808+ 18.99% |
$50.4K - $57.1K
|
5.06K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
807+ 6.35% |
$50.4K - $57K
|
13.5K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
761+ 9.8% |
$47.5K - $53.8K
|
8.52K
$680K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
752+ 13.43% |
$46.9K - $53.2K
|
6.35K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
750+ 9.69% |
$46.8K - $53K
|
8.49K
$677K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
714+ 1.34% |
$44.6K - $50.5K
|
54.1K
$4.32M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
700+ 50.98% |
$43.7K - $49.5K
|
2.07K
$165K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
659+ 1.27% |
$41.1K - $46.6K
|
52.7K
$4.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
636New |
$39.7K - $45K
|
636
$50.7K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
620+ 2.51% |
$38.7K - $43.8K
|
25.3K
$2.02M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
417+ 4.8% |
$26K - $29.5K
|
9.11K
$726K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
410New |
$25.6K - $29K
|
410
$32.7K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
394+ 8.08% |
$24.6K - $27.8K
|
5.27K
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
385New |
$24K - $27.2K
|
385
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
361+ 1.88% |
$22.5K - $25.5K
|
19.5K
$1.56M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 253.04% |
$18.2K - $20.6K
|
406
$32.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
284+ 3.38% |
$17.7K - $20.1K
|
8.68K
$692K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
258+ 6.24% |
$16.1K - $18.2K
|
4.39K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
250+ 4.05% |
$15.6K - $17.7K
|
6.42K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
210New |
$13.1K - $14.8K
|
210
$16.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
193+ 3.49% |
$12K - $13.6K
|
5.73K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
180+ 0.92% |
$11.2K - $12.7K
|
19.8K
$1.58M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 3.36% |
$10.5K - $11.9K
|
5.17K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
145+ 2.58% |
$9.05K - $10.2K
|
5.77K
$460K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
137+ 0.72% |
$8.55K - $9.68K
|
19.1K
$1.52M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130New |
$8.11K - $9.19K
|
130
$10.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$6.24K - $7.07K
|
100
$7.97K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
98+ 2.78% |
$6.12K - $6.93K
|
3.63K
$289K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 5.65% |
$6.05K - $6.86K
|
1.81K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90+ 0.69% |
$5.62K - $6.36K
|
13.1K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88+ 0.79% |
$5.49K - $6.22K
|
11.2K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
79New |
$4.93K - $5.58K
|
79
$6.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
76+ 1.89% |
$4.74K - $5.37K
|
4.09K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
72+ 0.84% |
$4.49K - $5.09K
|
8.65K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 4.92% |
$3K - $3.39K
|
1.02K
$81.6K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.92% |
$2.75K - $3.11K
|
4.82K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 0.14% |
$2.43K - $2.76K
|
27.8K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
38+ 0.39% |
$2.37K - $2.69K
|
9.72K
$775K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36New |
$2.25K - $2.54K
|
36
$2.87K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29+ 0.1% |
$1.81K - $2.05K
|
29.4K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
28+ 1.12% |
$1.75K - $1.98K
|
2.52K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$1.37K - $1.55K
|
22
$1.75K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.12K - $1.27K
|
18
$1.44K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
13New |
$811 - $919
|
13
$1.04K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$686 - $777
|
6.09K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 6.8% |
$624 - $707
|
157
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.2% |
$562 - $636
|
4.49K
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.21% |
$437 - $495
|
3.36K
$268K
|