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 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.14% |
$374 - $424
|
4.33K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.19% |
$250 - $283
|
2.1K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$187 - $212
|
1.38K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$62.4 - $70.7
|
713
$56.8K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$62.4 - $70.7
|
3.44K
$274K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.01% |
$62.4 - $70.7
|
12.4K
$991K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.2% |
$62.4 - $70.7
|
509
$40.6K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.42% |
$62.4 - $70.7
|
239
$19.1K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$1.62K - $1.84K
|
5.51K
$439K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.07% |
$1.68K - $1.91K
|
38K
$3.03M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-28- 0.56% |
$1.75K - $1.98K
|
4.98K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-31- 0.49% |
$1.93K - $2.19K
|
6.31K
$503K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-49- 1.27% |
$3.06K - $3.46K
|
3.81K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50- 1.42% |
$3.12K - $3.53K
|
3.48K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-57- 0.84% |
$3.56K - $4.03K
|
6.7K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65- 38.01% |
$4.06K - $4.59K
|
106
$8.45K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 9.93% |
$4.99K - $5.65K
|
726
$57.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-94- 1.02% |
$5.87K - $6.64K
|
9.14K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-94- 2.73% |
$5.87K - $6.64K
|
3.35K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-99- 0.36% |
$6.18K - $7K
|
27.3K
$2.17M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-101- 5.28% |
$6.3K - $7.14K
|
1.81K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-119- 42.05% |
$7.43K - $8.41K
|
164
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-133- 0.22% |
$8.3K - $9.4K
|
61K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-138- 2.46% |
$8.61K - $9.75K
|
5.47K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.19% |
$9.36K - $10.6K
|
12.5K
$997K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-174- 3.34% |
$10.9K - $12.3K
|
5.03K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.28% |
$12.5K - $14.1K
|
15.5K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-208- 32.81% |
$13K - $14.7K
|
426
$34K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-222- 0.79% |
$13.9K - $15.7K
|
27.9K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-244- 6.55% |
$15.2K - $17.2K
|
3.48K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-280- 6.71% |
$17.5K - $19.8K
|
3.89K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-313- 25.8% |
$19.5K - $22.1K
|
900
$71.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-328- 0.34% |
$20.5K - $23.2K
|
96.5K
$7.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-360- 1.03% |
$22.5K - $25.4K
|
34.7K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-363- 6.46% |
$22.7K - $25.7K
|
5.26K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-382- 1.41% |
$23.8K - $27K
|
26.6K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-406- 4.82% |
$25.3K - $28.7K
|
8.01K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-428- 7.1% |
$26.7K - $30.3K
|
5.6K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-453- 1.6% |
$28.3K - $32K
|
27.9K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-489- 11.17% |
$30.5K - $34.6K
|
3.89K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-492- 49.1% |
$30.7K - $34.8K
|
510
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-500- 11.3% |
$31.2K - $35.3K
|
3.92K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-510- 0.56% |
$31.8K - $36K
|
91.1K
$7.27M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-530- 15.02% |
$33.1K - $37.5K
|
3K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-571- 1.92% |
$35.6K - $40.4K
|
29.1K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-674- 1.87% |
$42.1K - $47.6K
|
35.4K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-695- 41.44% |
$43.4K - $49.1K
|
982
$78.3K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-753- 4.32% |
$47K - $53.2K
|
16.7K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-815- 21.44% |
$50.9K - $57.6K
|
2.99K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-870- 31.41% |
$54.3K - $61.5K
|
1.9K
$151K
|