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 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.8K+ 18.33% |
$853K - $962K
|
76.3K
$5.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.3KNew |
$819K - $924K
|
11.3K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.2K+ 114.61% |
$736K - $830K
|
19.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 1.84% |
$726K - $819K
|
558K
$38.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.61K+ 3.94% |
$693K - $782K
|
254K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.12KNew |
$659K - $743K
|
9.12K
$622K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.53KNew |
$616K - $695K
|
8.53K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.18K+ 7.38% |
$590K - $666K
|
119K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.74K+ 23.35% |
$558K - $630K
|
40.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.45KNew |
$538K - $606K
|
7.45K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
6.79K+ 18.61% |
$490K - $552K
|
43.2K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.43K+ 2.29% |
$464K - $524K
|
288K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.89K+ 8.27% |
$425K - $480K
|
77.1K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5.86KNew |
$423K - $477K
|
5.86K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
5.57K+ 15.39% |
$402K - $453K
|
41.7K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.24K+ 29.09% |
$378K - $426K
|
23.2K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.9KNew |
$353K - $399K
|
4.9K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.89KNew |
$353K - $398K
|
4.89K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.72KNew |
$341K - $384K
|
4.72K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 1.67% |
$321K - $362K
|
272K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.39K+ 19.21% |
$317K - $357K
|
27.2K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$316K - $356K
|
4.38K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.37K+ 4.97% |
$315K - $355K
|
92.2K
$6.29M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.19KNew |
$302K - $341K
|
4.19K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 17.31% |
$299K - $338K
|
28.1K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
4.1K+ 8.02% |
$296K - $333K
|
55.1K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.06K+ 36.6% |
$293K - $331K
|
15.2K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.92K+ 23.26% |
$283K - $319K
|
20.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.84K+ 19.65% |
$277K - $313K
|
23.4K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.79K+ 14.7% |
$273K - $308K
|
29.6K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.57K+ 5.57% |
$257K - $290K
|
67.6K
$4.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.52K+ 9.48% |
$254K - $287K
|
40.7K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.49K+ 60.02% |
$252K - $284K
|
9.29K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.47K+ 19.65% |
$251K - $283K
|
21.1K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46K+ 33.45% |
$250K - $281K
|
13.8K
$941K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.41K+ 12.74% |
$246K - $278K
|
30.2K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.38KNew |
$244K - $275K
|
3.38K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.37KNew |
$243K - $274K
|
3.37K
$230K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.34KNew |
$241K - $272K
|
3.34K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.34K+ 8.8% |
$241K - $272K
|
41.2K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.18KNew |
$230K - $259K
|
3.18K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.12KNew |
$225K - $254K
|
3.12K
$213K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.08KNew |
$222K - $250K
|
3.08K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$217K - $245K
|
3.01K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.97KNew |
$214K - $242K
|
2.97K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.96K+ 23.68% |
$214K - $241K
|
15.5K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$214K - $241K
|
2.96K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.94K+ 4.28% |
$212K - $239K
|
71.5K
$4.87M
|