Purchases and Sales Made in Q3 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
507K+ 1434.44% |
$25.5M - $31M
|
542K
$41.8M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
294K+ 120.63% |
$14.8M - $17.9M
|
537K
$41.3M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
218K+ 59.65% |
$10.9M - $13.3M
|
582K
$44.8M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
151KNew |
$7.62M - $9.25M
|
151K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
107K+ 159.68% |
$5.4M - $6.55M
|
174K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
106KNew |
$5.32M - $6.45M
|
106K
$8.14M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
77K+ 17.69% |
$3.88M - $4.7M
|
513K
$39.5M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.1K+ 63.2% |
$3.73M - $4.53M
|
191K
$14.7M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
67.3K+ 29.5% |
$3.39M - $4.11M
|
296K
$22.8M
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
63KNew |
$3.17M - $3.85M
|
63K
$4.85M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.2K+ 13.35% |
$3.13M - $3.8M
|
529K
$40.7M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
59.2KNew |
$2.98M - $3.61M
|
59.2K
$4.56M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
49.8KNew |
$2.51M - $3.04M
|
49.8K
$3.84M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
49.6K+ 13.1% |
$2.5M - $3.03M
|
428K
$33M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.3KNew |
$2.38M - $2.89M
|
47.3K
$3.64M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
42.9KNew |
$2.16M - $2.62M
|
42.9K
$3.3M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
34.8K+ 58.09% |
$1.75M - $2.13M
|
94.7K
$7.29M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28.7K+ 126.38% |
$1.44M - $1.75M
|
51.4K
$3.96M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27.5KNew |
$1.38M - $1.68M
|
27.5K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2K+ 13.36% |
$1.32M - $1.6M
|
222K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19.8K+ 25.82% |
$999K - $1.21M
|
96.7K
$7.45M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7K+ 260.14% |
$990K - $1.2M
|
27.3K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7K+ 260.14% |
$990K - $1.2M
|
27.3K
$2.1M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19K+ 58.54% |
$958K - $1.16M
|
51.6K
$3.97M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.6K+ 674.16% |
$936K - $1.14M
|
21.4K
$1.64M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
18.3K+ 12.21% |
$921K - $1.12M
|
168K
$13M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.1KNew |
$908K - $1.1M
|
18.1K
$1.39M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
17.9KNew |
$899K - $1.09M
|
17.9K
$1.38M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.9KNew |
$700K - $849K
|
13.9K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 6.99% |
$593K - $719K
|
180K
$13.9M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.4KNew |
$521K - $633K
|
10.4K
$798K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$513K - $623K
|
10.2K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.75K+ 12.59% |
$390K - $473K
|
69.4K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.66K+ 140.62% |
$386K - $468K
|
13.1K
$1.01M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.77K+ 12.61% |
$341K - $414K
|
60.5K
$4.66M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.65K+ 4.23% |
$334K - $406K
|
164K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$281K - $340K
|
5.58K
$429K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.21K+ 10.48% |
$262K - $318K
|
54.9K
$4.23M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5.15KNew |
$259K - $314K
|
5.15K
$396K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.13K+ 117.37% |
$258K - $313K
|
9.5K
$731K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
5.06KNew |
$255K - $309K
|
5.06K
$389K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.91KNew |
$247K - $300K
|
4.91K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.81K+ 42.88% |
$242K - $294K
|
16K
$1.23M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
4.26K+ 5.56% |
$214K - $260K
|
80.8K
$6.22M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.08KNew |
$205K - $249K
|
4.08K
$314K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.06K+ 11.35% |
$204K - $248K
|
39.9K
$3.07M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.05KNew |
$204K - $247K
|
4.05K
$311K
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.99K+ 23.46% |
$201K - $244K
|
21K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 8.26% |
$191K - $232K
|
49.8K
$3.83M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.43K+ 4.86% |
$173K - $209K
|
73.9K
$5.69M
|