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 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.98KNew |
$340K - $380K
|
4.98K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.93K+ 30.69% |
$336K - $377K
|
21K
$1.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.89K+ 1.05% |
$333K - $373K
|
468K
$36.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78KNew |
$326K - $365K
|
4.78K
$368K
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.69KNew |
$320K - $358K
|
4.69K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.66KNew |
$318K - $356K
|
4.66K
$359K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.59K+ 154.58% |
$313K - $350K
|
7.56K
$582K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.26KNew |
$291K - $325K
|
4.26K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.19K+ 2.4% |
$286K - $320K
|
179K
$13.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.18K+ 5.94% |
$285K - $319K
|
74.6K
$5.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.16K+ 10.99% |
$284K - $317K
|
42K
$3.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.96K+ 1.47% |
$270K - $302K
|
274K
$21.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.95KNew |
$269K - $301K
|
3.95K
$304K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.81KNew |
$259K - $290K
|
3.81K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.46KNew |
$236K - $264K
|
3.46K
$266K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.42KNew |
$233K - $261K
|
3.42K
$263K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.21KNew |
$219K - $245K
|
3.21K
$247K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.95KNew |
$201K - $225K
|
2.95K
$227K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.63K+ 9.58% |
$179K - $201K
|
30.1K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.21KNew |
$151K - $169K
|
2.21K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.16K+ 10.41% |
$147K - $165K
|
22.9K
$1.77M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.15KNew |
$146K - $164K
|
2.15K
$165K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.13K+ 13.06% |
$145K - $162K
|
18.4K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.03K+ 65.28% |
$139K - $155K
|
5.15K
$396K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
2.03K+ 9.43% |
$138K - $155K
|
23.6K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$127K - $142K
|
1.87K
$144K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.8K+ 34.49% |
$122K - $137K
|
7K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$113K - $126K
|
1.65K
$127K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6KNew |
$109K - $122K
|
1.6K
$123K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 1.56% |
$107K - $120K
|
103K
$7.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.33K+ 362.3% |
$90.4K - $101K
|
1.69K
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.14K+ 2.61% |
$78K - $87.3K
|
45K
$3.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
1.13K+ 2.99% |
$77K - $86.2K
|
38.9K
$2.99M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.02K+ 12.04% |
$69.7K - $78K
|
9.51K
$732K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
934+ 24.22% |
$63.7K - $71.3K
|
4.79K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
888New |
$60.6K - $67.8K
|
888
$68.4K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
792+ 16.0% |
$54K - $60.5K
|
5.74K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
788+ 2.0% |
$53.7K - $60.1K
|
40.1K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
750New |
$51.1K - $57.2K
|
750
$57.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
573+ 15.53% |
$39.1K - $43.7K
|
4.26K
$328K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
491+ 0.99% |
$33.5K - $37.5K
|
50.1K
$3.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
489+ 2.32% |
$33.3K - $37.3K
|
21.6K
$1.66M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
482+ 5.23% |
$32.9K - $36.8K
|
9.69K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
441+ 5.07% |
$30.1K - $33.7K
|
9.13K
$703K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
420New |
$28.6K - $32.1K
|
420
$32.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
410+ 10.17% |
$28K - $31.3K
|
4.44K
$342K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$25.2K - $28.2K
|
370
$28.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 20.99% |
$23.9K - $26.8K
|
2.02K
$156K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
276+ 7.43% |
$18.8K - $21.1K
|
3.99K
$307K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
271+ 54.2% |
$18.5K - $20.7K
|
771
$59.4K
|