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 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$650 - $733
|
4.05K
$323K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$577 - $651
|
3.38K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.03% |
$361 - $407
|
18.9K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.14% |
$361 - $407
|
3.66K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.1% |
$217 - $244
|
2.92K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$217 - $244
|
1.39K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$144 - $163
|
718
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.39% |
$144 - $163
|
513
$40.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
19.6K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
14.5K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$72.2 - $81.4
|
3.13K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 0.07% |
$72.2 - $81.4
|
1.37K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$72.2 - $81.4
|
4.98K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$361 - $407
|
6.37K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.22% |
$577 - $651
|
3.56K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 0.12% |
$1.08K - $1.22K
|
12.2K
$976K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-20- 0.36% |
$1.44K - $1.63K
|
5.49K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.08% |
$1.52K - $1.71K
|
27.5K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 4.96% |
$1.95K - $2.2K
|
517
$41.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38- 0.35% |
$2.74K - $3.09K
|
10.7K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 0.52% |
$2.89K - $3.26K
|
7.64K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-51- 1.58% |
$3.68K - $4.15K
|
3.18K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-53- 1.82% |
$3.83K - $4.31K
|
2.86K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-56- 0.78% |
$4.04K - $4.56K
|
7.14K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58- 1.21% |
$4.19K - $4.72K
|
4.72K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 1.6% |
$4.33K - $4.88K
|
3.69K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-61- 2.22% |
$4.4K - $4.97K
|
2.69K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-71- 0.32% |
$5.12K - $5.78K
|
22.1K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-72- 2.9% |
$5.2K - $5.86K
|
2.41K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-82- 0.4% |
$5.92K - $6.68K
|
20.6K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-99- 0.8% |
$7.15K - $8.06K
|
12.2K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-100- 1.24% |
$7.22K - $8.14K
|
7.96K
$635K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-105- 0.63% |
$7.58K - $8.55K
|
16.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-151- 1.81% |
$10.9K - $12.3K
|
8.21K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-155- 2.99% |
$11.2K - $12.6K
|
5.02K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 1.67% |
$15.2K - $17.1K
|
12.3K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-229- 7.01% |
$16.5K - $18.6K
|
3.04K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-239- 2.2% |
$17.3K - $19.5K
|
10.6K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-270- 6.72% |
$19.5K - $22K
|
3.75K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 3.93% |
$20.8K - $23.4K
|
7.04K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-302- 0.25% |
$21.8K - $24.6K
|
122K
$9.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 0.18% |
$21.8K - $24.6K
|
171K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-340- 0.57% |
$24.5K - $27.7K
|
59.4K
$4.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-346- 3.56% |
$25K - $28.2K
|
9.37K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-384- 3.52% |
$27.7K - $31.3K
|
10.5K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-400- 2.01% |
$28.9K - $32.6K
|
19.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-409- 1.51% |
$29.5K - $33.3K
|
26.7K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-459- 0.21% |
$33.1K - $37.4K
|
219K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-465- 0.3% |
$33.6K - $37.9K
|
156K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-489- 1.95% |
$35.3K - $39.8K
|
24.6K
$1.96M
|