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 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.71K- 21.8% |
$184K - $242K
|
13.3K
$1M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.73KClosed |
$185K - $243K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.81KClosed |
$189K - $248K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.81KClosed |
$189K - $248K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.82K- 2.22% |
$190K - $249K
|
169K
$12.7M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.84KClosed |
$191K - $250K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$208K - $273K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.36K- 46.62% |
$217K - $284K
|
4.99K
$377K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.75KClosed |
$236K - $309K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-4.87K- 2.89% |
$242K - $317K
|
163K
$12.3M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.91K- 2.44% |
$244K - $320K
|
196K
$14.8M
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.16KClosed |
$256K - $336K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.6K- 91.05% |
$278K - $365K
|
550
$41.5K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.62KClosed |
$279K - $366K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.72KClosed |
$284K - $373K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.72KClosed |
$284K - $373K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.85K- 57.44% |
$291K - $381K
|
4.34K
$327K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.05K- 30.41% |
$301K - $395K
|
13.9K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.07K- 1.18% |
$351K - $461K
|
593K
$44.7M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.23K- 4.4% |
$359K - $471K
|
157K
$11.9M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.31K- 35.14% |
$413K - $542K
|
15.3K
$1.16M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.82KClosed |
$438K - $575K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.87K- 29.59% |
$441K - $578K
|
21.1K
$1.59M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.14K- 72.31% |
$454K - $596K
|
3.5K
$264K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.6KClosed |
$477K - $626K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-10.1K- 51.71% |
$504K - $661K
|
9.48K
$715K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 70.8% |
$526K - $690K
|
4.37K
$330K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.2K- 72.02% |
$558K - $732K
|
4.37K
$330K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.3K- 42.15% |
$563K - $739K
|
15.6K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 9.0% |
$576K - $756K
|
117K
$8.85M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12KClosed |
$597K - $784K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.3K- 16.89% |
$611K - $802K
|
60.5K
$4.57M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.4KClosed |
$615K - $807K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-13.3K- 58.18% |
$659K - $865K
|
9.54K
$720K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-14.2K- 50.45% |
$704K - $923K
|
13.9K
$1.05M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.1K- 66.5% |
$799K - $1.05M
|
8.11K
$612K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.4KClosed |
$866K - $1.14M
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.5KClosed |
$918K - $1.2M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.5K- 76.37% |
$968K - $1.27M
|
6.03K
$455K
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-20.3K- 47.79% |
$1.01M - $1.32M
|
22.2K
$1.67M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 4.55% |
$1.03M - $1.35M
|
436K
$32.9M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 4.55% |
$1.03M - $1.35M
|
436K
$32.9M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-20.8K- 55.87% |
$1.03M - $1.36M
|
16.4K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.9K- 23.59% |
$1.14M - $1.49M
|
74K
$5.59M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-31K- 40.33% |
$1.54M - $2.02M
|
45.8K
$3.46M
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-40.1KClosed |
$1.99M - $2.61M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-47.6K- 79.14% |
$2.36M - $3.1M
|
12.5K
$947K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-50.1K- 18.01% |
$2.49M - $3.27M
|
228K
$17.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.1K- 20.84% |
$3.18M - $4.18M
|
243K
$18.4M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-71.2K- 48.2% |
$3.54M - $4.64M
|
76.6K
$5.78M
|