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 |
---|---|---|---|---|---|---|---|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.34% |
$604 - $733
|
3.51K
$271K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.24% |
$604 - $733
|
5.06K
$389K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.28% |
$553 - $672
|
3.97K
$306K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.25% |
$151 - $183
|
1.2K
$92.4K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.2% |
$50.3 - $61.1
|
502
$38.6K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13- 0.06% |
$654 - $794
|
20.5K
$1.58M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-24- 15.38% |
$1.21K - $1.47K
|
132
$10.2K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31- 0.06% |
$1.56K - $1.89K
|
55.8K
$4.3M
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-36- 0.69% |
$1.81K - $2.2K
|
5.21K
$401K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.15% |
$1.91K - $2.32K
|
25K
$1.92M
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-55- 1.27% |
$2.77K - $3.36K
|
4.28K
$330K
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-66- 0.69% |
$3.32K - $4.03K
|
9.47K
$729K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-115- 0.31% |
$5.79K - $7.02K
|
36.7K
$2.83M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-115- 0.31% |
$5.79K - $7.02K
|
36.7K
$2.83M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-119- 0.09% |
$5.99K - $7.27K
|
126K
$9.69M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-129- 3.32% |
$6.49K - $7.88K
|
3.76K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-175- 1.52% |
$8.8K - $10.7K
|
11.4K
$874K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-188- 1.17% |
$9.46K - $11.5K
|
15.9K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-316- 1.71% |
$15.9K - $19.3K
|
18.2K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-359- 23.53% |
$18.1K - $21.9K
|
1.17K
$89.8K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-364- 46.02% |
$18.3K - $22.2K
|
427
$32.9K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-383- 3.46% |
$19.3K - $23.4K
|
10.7K
$823K
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-415- 7.35% |
$20.9K - $25.3K
|
5.23K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-432- 29.83% |
$21.7K - $26.4K
|
1.02K
$78.2K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-468- 88.64% |
$23.5K - $28.6K
|
60
$4.62K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-504- 2.72% |
$25.4K - $30.8K
|
18K
$1.39M
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600- 12.05% |
$30.2K - $36.6K
|
4.38K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-626- 23.01% |
$31.5K - $38.2K
|
2.1K
$161K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-724- 1.09% |
$36.4K - $44.2K
|
65.6K
$5.05M
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-760- 2.14% |
$38.2K - $46.4K
|
34.7K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-840- 94.81% |
$42.3K - $51.3K
|
46
$3.54K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.08KClosed |
$54.3K - $65.9K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.12K- 8.02% |
$56.5K - $68.6K
|
12.9K
$992K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.29K- 1.43% |
$65.1K - $79K
|
88.9K
$6.84M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.3K- 15.99% |
$65.4K - $79.4K
|
6.83K
$526K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.33K- 9.55% |
$66.9K - $81.1K
|
12.6K
$969K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.37K- 7.37% |
$69.1K - $83.8K
|
17.3K
$1.33M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 12.02% |
$83.8K - $102K
|
12.2K
$938K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.74K- 8.23% |
$87.4K - $106K
|
19.4K
$1.49M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.79K- 10.86% |
$89.8K - $109K
|
14.7K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.81K- 8.27% |
$90.9K - $110K
|
20K
$1.54M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 7.93% |
$106K - $129K
|
24.5K
$1.88M
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.2K- 29.22% |
$111K - $134K
|
5.32K
$410K
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.41K- 7.45% |
$121K - $147K
|
29.9K
$2.3M
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-2.48K- 1.52% |
$125K - $151K
|
161K
$12.4M
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.61K- 2.47% |
$131K - $159K
|
103K
$7.95M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.85K- 10.22% |
$144K - $174K
|
25.1K
$1.93M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-2.93K- 11.0% |
$147K - $179K
|
23.7K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.1K- 14.56% |
$206K - $250K
|
24K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.22K- 49.36% |
$212K - $257K
|
4.32K
$333K
|