Purchases and Sales Made in Q2 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.53KNew |
$126K - $165K
|
2.53K
$191K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.53K+ 17.52% |
$126K - $165K
|
17K
$1.28M
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.45K+ 9.61% |
$122K - $159K
|
27.9K
$2.11M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.4KNew |
$119K - $156K
|
2.4K
$181K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.1K+ 8.04% |
$104K - $137K
|
28.2K
$2.13M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 4.07% |
$82.9K - $109K
|
42.7K
$3.23M
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
1.62K+ 6.59% |
$80.6K - $106K
|
26.3K
$1.98M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.46K+ 37.94% |
$72.4K - $95K
|
5.3K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 3.18% |
$70.3K - $92.2K
|
46K
$3.47M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.22K+ 12.15% |
$60.3K - $79.2K
|
11.2K
$847K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 7.64% |
$56.6K - $74.2K
|
16K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.13K+ 853.03% |
$55.9K - $73.4K
|
1.26K
$95K
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.11K+ 3.55% |
$55K - $72.2K
|
32.3K
$2.44M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 12.62% |
$49.7K - $65.2K
|
8.93K
$674K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
980+ 7.15% |
$48.7K - $63.9K
|
14.7K
$1.11M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
895New |
$44.5K - $58.3K
|
895
$67.6K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
887+ 1.96% |
$44.1K - $57.8K
|
46.1K
$3.48M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
842+ 11.45% |
$41.8K - $54.9K
|
8.2K
$619K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
818+ 3.94% |
$40.6K - $53.3K
|
21.6K
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
797+ 0.98% |
$39.6K - $51.9K
|
82K
$6.19M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
786+ 40.62% |
$39K - $51.2K
|
2.72K
$205K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
619+ 8.86% |
$30.7K - $40.3K
|
7.6K
$574K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
545+ 5.1% |
$27.1K - $35.5K
|
11.2K
$847K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
510New |
$25.3K - $33.2K
|
510
$38.5K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
510+ 15.11% |
$25.3K - $33.2K
|
3.89K
$293K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
501New |
$24.9K - $32.7K
|
501
$37.8K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
468+ 780.0% |
$23.2K - $30.5K
|
528
$39.9K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
427+ 0.61% |
$21.2K - $27.8K
|
70.5K
$5.32M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
401+ 102.82% |
$19.9K - $26.1K
|
791
$59.7K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
391+ 0.44% |
$19.4K - $25.5K
|
90.1K
$6.8M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
377+ 4.62% |
$18.7K - $24.6K
|
8.54K
$645K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
327+ 2.24% |
$16.2K - $21.3K
|
14.9K
$1.13M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
296+ 1.94% |
$14.7K - $19.3K
|
15.6K
$1.17M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
154+ 0.81% |
$7.65K - $10K
|
19.3K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
149New |
$7.4K - $9.71K
|
149
$11.2K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
119+ 0.09% |
$5.91K - $7.76K
|
126K
$9.51M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
117+ 2.19% |
$5.81K - $7.63K
|
5.47K
$413K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112New |
$5.56K - $7.3K
|
112
$8.45K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
96+ 0.32% |
$4.77K - $6.26K
|
30.1K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 0.16% |
$1.44K - $1.89K
|
18.5K
$1.4M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
10New |
$497 - $652
|
10
$755
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.16% |
$348 - $456
|
4.42K
$333K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$298 - $391
|
3.96K
$299K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$298 - $391
|
5.04K
$381K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.34% |
$199 - $261
|
1.2K
$90.3K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 5.56% |
$348 - $456
|
119
$8.98K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-10- 0.23% |
$497 - $652
|
4.43K
$334K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.31% |
$844 - $1.11K
|
5.45K
$411K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30Closed |
$1.49K - $1.96K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 1.34% |
$1.79K - $2.35K
|
2.65K
$200K
|