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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 0.36% |
$1.99K - $2.61K
|
11.1K
$837K
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-50- 1.14% |
$2.48K - $3.26K
|
4.34K
$328K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-52- 0.85% |
$2.58K - $3.39K
|
6.09K
$459K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-65- 0.36% |
$3.23K - $4.24K
|
17.8K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-82- 0.45% |
$4.07K - $5.34K
|
18.1K
$1.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-96- 0.46% |
$4.77K - $6.26K
|
20.6K
$1.55M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.97K - $6.52K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-110- 0.2% |
$5.46K - $7.17K
|
55.8K
$4.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-156- 9.27% |
$7.75K - $10.2K
|
1.53K
$115K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-206- 6.95% |
$10.2K - $13.4K
|
2.76K
$208K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-211Closed |
$10.5K - $13.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-234Closed |
$11.6K - $15.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-272Closed |
$13.5K - $17.7K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-299- 2.63% |
$14.9K - $19.5K
|
11.1K
$836K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-300- 6.25% |
$14.9K - $19.6K
|
4.5K
$340K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-357- 19.3% |
$17.7K - $23.3K
|
1.49K
$113K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-370Closed |
$18.4K - $24.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-410Closed |
$20.4K - $26.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-549- 27.49% |
$27.3K - $35.8K
|
1.45K
$109K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-568- 5.2% |
$28.2K - $37K
|
10.4K
$781K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-633- 2.35% |
$31.4K - $41.3K
|
26.3K
$1.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-698- 0.66% |
$34.7K - $45.5K
|
106K
$7.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-710- 9.98% |
$35.3K - $46.3K
|
6.41K
$483K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-710- 38.67% |
$35.3K - $46.3K
|
1.13K
$85K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-728- 3.23% |
$36.2K - $47.5K
|
21.8K
$1.65M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-792- 13.79% |
$39.3K - $51.6K
|
4.95K
$374K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-871Closed |
$43.3K - $56.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-929- 15.85% |
$46.1K - $60.6K
|
4.93K
$372K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-966Closed |
$48K - $63K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-976Closed |
$48.5K - $63.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-979Closed |
$48.6K - $63.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 19.69% |
$51K - $66.9K
|
4.19K
$316K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 92.31% |
$59.6K - $78.2K
|
100
$7.55K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.37K- 15.45% |
$68.2K - $89.6K
|
7.52K
$568K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.38K- 6.9% |
$68.6K - $90K
|
18.6K
$1.41M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.42K- 21.71% |
$70.6K - $92.6K
|
5.13K
$387K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.82K- 6.64% |
$90.6K - $119K
|
25.6K
$1.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.92K- 26.79% |
$95.4K - $125K
|
5.25K
$396K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.95K- 19.59% |
$97.1K - $127K
|
8.02K
$605K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.07K- 3.02% |
$103K - $135K
|
66.3K
$5M
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.08K- 3.39% |
$103K - $135K
|
59.1K
$4.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.15K- 33.36% |
$107K - $140K
|
4.3K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 8.26% |
$112K - $147K
|
25K
$1.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.41K- 21.09% |
$120K - $157K
|
9.02K
$681K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.72K- 9.24% |
$135K - $177K
|
26.7K
$2.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.91K- 20.16% |
$145K - $190K
|
11.5K
$871K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-3.24KClosed |
$161K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.26KClosed |
$162K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.36KClosed |
$167K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.45KClosed |
$171K - $225K
|
0
$0
|