Purchases and Sales Made in Q4 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
904KNew |
$65.2M - $73.6M
|
904K
$72.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
240K+ 7477.83% |
$17.3M - $19.5M
|
243K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163K+ 102908.86% |
$11.7M - $13.2M
|
163K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 29.84% |
$10.1M - $11.4M
|
610K
$48.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
106K+ 100.89% |
$7.66M - $8.64M
|
211K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
65.6KNew |
$4.74M - $5.34M
|
65.6K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
61.1KNew |
$4.41M - $4.97M
|
61.1K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
48.9K+ 58.98% |
$3.53M - $3.98M
|
132K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.3K+ 7.85% |
$2.84M - $3.2M
|
540K
$43.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.1KNew |
$2.75M - $3.1M
|
38.1K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
37.8KNew |
$2.73M - $3.08M
|
37.8K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 1240.6% |
$2.54M - $2.86M
|
38K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.8K+ 198.97% |
$2.3M - $2.59M
|
47.8K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
31.7KNew |
$2.29M - $2.58M
|
31.7K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.4K+ 476.94% |
$1.76M - $1.98M
|
29.5K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
23.1KNew |
$1.67M - $1.88M
|
23.1K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
22.2KNew |
$1.6M - $1.81M
|
22.2K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
21.3KNew |
$1.53M - $1.73M
|
21.3K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$1.27M - $1.44M
|
17.6K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 345.8% |
$1.06M - $1.2M
|
19K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.8K+ 14.46% |
$997K - $1.12M
|
109K
$8.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.4K+ 15.28% |
$964K - $1.09M
|
101K
$8.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1K+ 11.07% |
$948K - $1.07M
|
132K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 1.84% |
$726K - $819K
|
558K
$44.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.61K+ 3.94% |
$693K - $782K
|
254K
$20.2M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.12KNew |
$659K - $743K
|
9.12K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
6.79K+ 18.61% |
$490K - $552K
|
43.2K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
5.57K+ 15.39% |
$402K - $453K
|
41.7K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.24K+ 29.09% |
$378K - $426K
|
23.2K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.89KNew |
$353K - $398K
|
4.89K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.72KNew |
$341K - $384K
|
4.72K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.39K+ 19.21% |
$317K - $357K
|
27.2K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$316K - $356K
|
4.38K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.37K+ 4.97% |
$315K - $355K
|
92.2K
$7.35M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.19KNew |
$302K - $341K
|
4.19K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 17.31% |
$299K - $338K
|
28.1K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
4.1K+ 8.02% |
$296K - $333K
|
55.1K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.92K+ 23.26% |
$283K - $319K
|
20.8K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.84K+ 19.65% |
$277K - $313K
|
23.4K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.57K+ 5.57% |
$257K - $290K
|
67.6K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.52K+ 9.48% |
$254K - $287K
|
40.7K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.49K+ 60.02% |
$252K - $284K
|
9.29K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46K+ 33.45% |
$250K - $281K
|
13.8K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.41K+ 12.74% |
$246K - $278K
|
30.2K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.38KNew |
$244K - $275K
|
3.38K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.37KNew |
$243K - $274K
|
3.37K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.34K+ 8.8% |
$241K - $272K
|
41.2K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.18KNew |
$230K - $259K
|
3.18K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.12KNew |
$225K - $254K
|
3.12K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$244K
|