Purchases and Sales Made in Q1 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
351K+ 2506550.0% |
$20.7M - $25.5M
|
351K
$28.2M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
135KNew |
$7.97M - $9.8M
|
135K
$10.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
120K+ 556.73% |
$7.09M - $8.72M
|
142K
$11.4M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.6K+ 208.58% |
$5.58M - $6.87M
|
140K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.1K+ 17.69% |
$5.32M - $6.54M
|
600K
$48.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
61.9K+ 11.21% |
$3.65M - $4.49M
|
615K
$49.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
61.2KNew |
$3.61M - $4.44M
|
61.2K
$4.91M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60.1KNew |
$3.55M - $4.36M
|
60.1K
$4.83M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
42.7K+ 2286.98% |
$2.52M - $3.1M
|
44.5K
$3.58M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.6K+ 25.32% |
$2.39M - $2.94M
|
201K
$16.1M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40.1KNew |
$2.37M - $2.91M
|
40.1K
$3.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.2K+ 1096.34% |
$1.31M - $1.61M
|
24.2K
$1.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
21.6K+ 225.5% |
$1.28M - $1.57M
|
31.2K
$2.51M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 4.77% |
$1.23M - $1.51M
|
456K
$36.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
20.2K+ 90.7% |
$1.19M - $1.46M
|
42.4K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.3K+ 308.27% |
$1.14M - $1.4M
|
25.5K
$2.05M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
18.2KNew |
$1.07M - $1.32M
|
18.2K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17KNew |
$1M - $1.23M
|
17K
$1.36M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.5K+ 60.82% |
$916K - $1.13M
|
41.1K
$3.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
15.5K+ 11.68% |
$912K - $1.12M
|
148K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.9K+ 22.39% |
$876K - $1.08M
|
81.2K
$6.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
14.7K+ 53.05% |
$868K - $1.07M
|
42.5K
$3.41M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6KNew |
$862K - $1.06M
|
14.6K
$1.17M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.5K+ 53.25% |
$857K - $1.05M
|
41.8K
$3.36M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
14.5KNew |
$853K - $1.05M
|
14.5K
$1.16M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$809K - $995K
|
13.7K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4KNew |
$730K - $898K
|
12.4K
$993K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 29.11% |
$689K - $848K
|
51.8K
$4.16M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4KNew |
$674K - $829K
|
11.4K
$918K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.35KNew |
$552K - $679K
|
9.35K
$751K
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.04K+ 18.07% |
$533K - $656K
|
59.1K
$4.74M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.39K+ 88.27% |
$495K - $609K
|
17.9K
$1.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.22KNew |
$485K - $597K
|
8.22K
$660K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
7.82K+ 20.09% |
$461K - $567K
|
46.7K
$3.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.53K+ 64.9% |
$444K - $546K
|
19.1K
$1.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.35KNew |
$434K - $533K
|
7.35K
$590K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.12KNew |
$420K - $516K
|
7.12K
$571K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.04K+ 85.58% |
$415K - $510K
|
15.3K
$1.22M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.97KNew |
$411K - $505K
|
6.97K
$559K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.25K+ 15.57% |
$368K - $453K
|
46.4K
$3.72M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.18K+ 65.43% |
$364K - $448K
|
15.6K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.89K+ 28.04% |
$347K - $427K
|
26.9K
$2.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 3.61% |
$338K - $415K
|
164K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72KNew |
$337K - $415K
|
5.72K
$459K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
5.65KNew |
$333K - $410K
|
5.65K
$453K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.33K+ 5.19% |
$314K - $387K
|
108K
$8.67M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.02K+ 45.51% |
$296K - $364K
|
16.1K
$1.29M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.62K+ 1.69% |
$272K - $335K
|
278K
$22.3M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.04K+ 1.94% |
$239K - $293K
|
212K
$17M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.84KNew |
$227K - $279K
|
3.84K
$309K
|