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 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
271New |
$18.5K - $20.7K
|
271
$20.9K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
194+ 2.1% |
$13.2K - $14.8K
|
9.45K
$727K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
158+ 0.6% |
$10.8K - $12.1K
|
26.4K
$2.03M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 4.22% |
$8.59K - $9.62K
|
3.11K
$240K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
108New |
$7.36K - $8.24K
|
108
$8.31K
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97+ 0.37% |
$6.61K - $7.4K
|
26.1K
$2.01M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30New |
$2.05K - $2.29K
|
30
$2.31K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.27% |
$1.23K - $1.37K
|
6.66K
$513K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$955 - $1.07K
|
14
$1.08K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.32% |
$955 - $1.07K
|
4.4K
$339K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$477 - $534
|
5.03K
$387K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.23% |
$136 - $153
|
871
$67.1K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.11% |
$136 - $153
|
1.8K
$138K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$68.2 - $76.3
|
6.4K
$493K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$68.2 - $76.3
|
699
$53.8K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 9.8% |
$341 - $382
|
46
$3.54K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.62% |
$409 - $458
|
969
$74.6K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6Closed |
$409 - $458
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-28- 0.29% |
$1.91K - $2.14K
|
9.6K
$739K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36- 4.08% |
$2.45K - $2.75K
|
846
$65.1K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44- 0.24% |
$3K - $3.36K
|
18.5K
$1.42M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-48- 0.59% |
$3.27K - $3.66K
|
8.05K
$620K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-54- 0.39% |
$3.68K - $4.12K
|
13.8K
$1.07M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-60- 2.13% |
$4.09K - $4.58K
|
2.76K
$212K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-73- 1.0% |
$4.98K - $5.57K
|
7.2K
$554K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-83- 2.46% |
$5.66K - $6.34K
|
3.29K
$254K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-116- 0.96% |
$7.91K - $8.85K
|
12K
$926K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.9% |
$9.75K - $10.9K
|
4.79K
$369K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-206- 1.75% |
$14K - $15.7K
|
11.6K
$893K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-295- 0.5% |
$20.1K - $22.5K
|
58.6K
$4.51M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-298- 13.23% |
$20.3K - $22.7K
|
1.96K
$151K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-325- 3.53% |
$22.2K - $24.8K
|
8.89K
$684K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-378- 2.73% |
$25.8K - $28.9K
|
13.5K
$1.04M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-443- 14.15% |
$30.2K - $33.8K
|
2.69K
$207K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-464- 2.33% |
$31.6K - $35.4K
|
19.4K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-474Closed |
$32.3K - $36.2K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-511- 2.19% |
$34.8K - $39K
|
22.8K
$1.76M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-540- 5.37% |
$36.8K - $41.2K
|
9.51K
$732K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-570Closed |
$38.9K - $43.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-581- 2.68% |
$39.6K - $44.3K
|
21.1K
$1.62M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-592- 6.31% |
$40.4K - $45.2K
|
8.79K
$676K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-636- 7.1% |
$43.4K - $48.5K
|
8.32K
$641K
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
SELL
|
- |
-639- 0.37% |
$43.6K - $48.8K
|
172K
$13.2M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-671- 13.14% |
$45.8K - $51.2K
|
4.44K
$341K
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-721- 0.65% |
$49.2K - $55K
|
110K
$8.47M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-739- 4.93% |
$50.4K - $56.4K
|
14.2K
$1.1M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-760- 6.11% |
$51.8K - $58K
|
11.7K
$898K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-906- 30.63% |
$61.8K - $69.2K
|
2.05K
$158K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-969- 2.91% |
$66.1K - $74K
|
32.4K
$2.49M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-983- 1.74% |
$67K - $75K
|
55.6K
$4.28M
|