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 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
635+ 14.08% |
$45.8K - $51.7K
|
5.15K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
619+ 9.28% |
$44.7K - $50.4K
|
7.29K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
545+ 3.99% |
$39.3K - $44.4K
|
14.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
532+ 5.92% |
$38.4K - $43.3K
|
9.53K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
518+ 12.62% |
$37.4K - $42.2K
|
4.62K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
514+ 9.2% |
$37.1K - $41.8K
|
6.1K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
510New |
$36.8K - $41.5K
|
510
$37.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
497New |
$35.9K - $40.5K
|
497
$36.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
452New |
$32.6K - $36.8K
|
452
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
433+ 1.2% |
$31.3K - $35.3K
|
36.5K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
416+ 2.47% |
$30K - $33.9K
|
17.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
377+ 1.83% |
$27.2K - $30.7K
|
21K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
360New |
$26K - $29.3K
|
360
$26.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
355+ 1.08% |
$25.6K - $28.9K
|
33.3K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
315+ 17.04% |
$22.7K - $25.6K
|
2.16K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
288+ 3.94% |
$20.8K - $23.4K
|
7.6K
$553K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
286New |
$20.6K - $23.3K
|
286
$20.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
252+ 8400.0% |
$18.2K - $20.5K
|
255
$18.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
242+ 0.47% |
$17.5K - $19.7K
|
51.9K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
150+ 1.05% |
$10.8K - $12.2K
|
14.5K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 2.44% |
$10.2K - $11.5K
|
5.91K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
104+ 472.73% |
$7.51K - $8.47K
|
126
$9.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 33.9% |
$7.22K - $8.14K
|
395
$28.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
74+ 0.59% |
$5.34K - $6.02K
|
12.7K
$925K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63+ 3.34% |
$4.55K - $5.13K
|
1.95K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50+ 0.83% |
$3.61K - $4.07K
|
6.06K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45New |
$3.25K - $3.66K
|
45
$3.27K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40New |
$2.89K - $3.26K
|
40
$2.91K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35New |
$2.53K - $2.85K
|
35
$2.55K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.22% |
$1.52K - $1.71K
|
9.6K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.04% |
$1.3K - $1.47K
|
43.2K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.16% |
$1.23K - $1.38K
|
10.9K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.14% |
$1.15K - $1.3K
|
11.9K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$938 - $1.06K
|
9.15K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$938 - $1.06K
|
6.12K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1200.0% |
$866 - $977
|
13
$945
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
10+ 0.2% |
$722 - $814
|
4.91K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.22% |
$722 - $814
|
4.52K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$650 - $733
|
4.05K
$295K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$577 - $651
|
3.38K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.03% |
$361 - $407
|
18.9K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.14% |
$361 - $407
|
3.66K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.1% |
$217 - $244
|
2.92K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$217 - $244
|
1.39K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$144 - $163
|
5.02K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.39% |
$144 - $163
|
513
$37.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$144 - $163
|
718
$52.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
19.6K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$72.2 - $81.4
|
3.13K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
14.5K
$1.06M
|