Purchases and Sales Made in Q4 2021 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
364KNew |
$24.8M - $27.8M
|
364K
$28.1M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
127KNew |
$8.65M - $9.68M
|
127K
$9.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 28.94% |
$8.33M - $9.32M
|
544K
$41.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 26.4% |
$7.83M - $8.76M
|
550K
$42.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
101KNew |
$6.88M - $7.7M
|
101K
$7.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
79.4K+ 150.02% |
$5.42M - $6.06M
|
132K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.8KNew |
$3.87M - $4.33M
|
56.8K
$4.37M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53KNew |
$3.61M - $4.05M
|
53K
$4.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
41.4KNew |
$2.82M - $3.16M
|
41.4K
$3.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.1K+ 31.33% |
$2.53M - $2.83M
|
155K
$12M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.9K+ 149.91% |
$2.24M - $2.51M
|
54.8K
$4.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
27.8KNew |
$1.9M - $2.12M
|
27.8K
$2.14M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
27.3KNew |
$1.86M - $2.08M
|
27.3K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 5.57% |
$1.83M - $2.05M
|
510K
$39.2M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
26.1K+ 138.14% |
$1.78M - $1.99M
|
45K
$3.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.5KNew |
$1.74M - $1.95M
|
25.5K
$1.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.3K+ 14.81% |
$1.59M - $1.78M
|
180K
$13.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.3KNew |
$1.52M - $1.7M
|
22.3K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
22.2KNew |
$1.52M - $1.7M
|
22.2K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.5KNew |
$1.46M - $1.64M
|
21.5K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.1K+ 100.33% |
$1.37M - $1.53M
|
40.1K
$3.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.5K+ 201.22% |
$1.26M - $1.42M
|
27.8K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 105.42% |
$1.21M - $1.35M
|
34.5K
$2.66M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
17.1K+ 8.32% |
$1.17M - $1.31M
|
223K
$17.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.5KNew |
$1.13M - $1.26M
|
16.5K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
16.4K+ 487.0% |
$1.12M - $1.25M
|
19.7K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.1K+ 112.05% |
$1.1M - $1.23M
|
30.5K
$2.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.4K+ 51.44% |
$1.05M - $1.18M
|
45.4K
$3.49M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.4K+ 15.14% |
$1.05M - $1.17M
|
117K
$9M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.3KNew |
$974K - $1.09M
|
14.3K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
14.1KNew |
$960K - $1.07M
|
14.1K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 2.5% |
$919K - $1.03M
|
553K
$42.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1KNew |
$825K - $924K
|
12.1K
$932K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9K+ 44.31% |
$747K - $836K
|
35.7K
$2.75M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$743K - $831K
|
10.9K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.5KNew |
$718K - $803K
|
10.5K
$810K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 1.6% |
$699K - $783K
|
650K
$50M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.56K+ 5.71% |
$584K - $654K
|
159K
$12.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.44KNew |
$575K - $644K
|
8.44K
$650K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
8.39K+ 37.73% |
$572K - $641K
|
30.6K
$2.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.13KNew |
$554K - $621K
|
8.13K
$626K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.11K+ 7.67% |
$553K - $619K
|
114K
$8.76M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.97KNew |
$475K - $532K
|
6.97K
$537K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.88K+ 5.38% |
$469K - $525K
|
135K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.75KNew |
$460K - $515K
|
6.75K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.59K+ 9.21% |
$381K - $427K
|
66.3K
$5.11M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.47KNew |
$373K - $417K
|
5.47K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.22K+ 2.41% |
$356K - $399K
|
222K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.16KNew |
$352K - $394K
|
5.16K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$348K - $389K
|
5.1K
$393K
|