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 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.37K+ 12.12% |
$199K - $245K
|
31.2K
$2.5M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.25K+ 11.84% |
$192K - $236K
|
30.7K
$2.47M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.24KNew |
$191K - $235K
|
3.24K
$260K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
2.7K+ 37.12% |
$159K - $196K
|
9.97K
$801K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.64K+ 8.16% |
$156K - $192K
|
35K
$2.81M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 21.45% |
$155K - $191K
|
14.9K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.46K+ 7.11% |
$145K - $178K
|
37K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45K+ 0.38% |
$144K - $178K
|
652K
$52.4M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 24.25% |
$115K - $142K
|
10K
$803K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.87K+ 46.96% |
$110K - $136K
|
5.85K
$469K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.84KNew |
$108K - $133K
|
1.84K
$147K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.81K+ 11.56% |
$107K - $131K
|
17.4K
$1.4M
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 9.23% |
$77.8K - $95.7K
|
15.6K
$1.25M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.09K+ 25.56% |
$64.3K - $79.1K
|
5.35K
$430K
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
1.08K+ 4.6% |
$63.9K - $78.6K
|
24.6K
$1.98M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.06K+ 22.83% |
$62.8K - $77.2K
|
5.72K
$460K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
979New |
$57.7K - $71K
|
979
$78.6K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 3.23% |
$50.3K - $61.8K
|
27.2K
$2.19M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
635+ 15.9% |
$37.5K - $46.1K
|
4.63K
$372K
|
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
523+ 11.14% |
$30.8K - $37.9K
|
5.22K
$419K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
494+ 5.1% |
$29.1K - $35.8K
|
10.2K
$818K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
489+ 15.09% |
$28.8K - $35.5K
|
3.73K
$299K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
480+ 4.41% |
$28.3K - $34.8K
|
11.4K
$913K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
393+ 7.19% |
$23.2K - $28.5K
|
5.86K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
270+ 1.37% |
$15.9K - $19.6K
|
20K
$1.61M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
211New |
$12.4K - $15.3K
|
211
$16.9K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
209+ 0.3% |
$12.3K - $15.2K
|
70.1K
$5.63M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.4% |
$11.8K - $14.5K
|
14.4K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
175+ 0.39% |
$10.3K - $12.7K
|
45.2K
$3.63M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
155+ 1.47% |
$9.14K - $11.2K
|
10.7K
$857K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
132+ 2.2% |
$7.79K - $9.58K
|
6.14K
$493K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
132New |
$7.79K - $9.58K
|
132
$10.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
116New |
$6.84K - $8.42K
|
116
$9.31K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
115+ 14.92% |
$6.78K - $8.34K
|
886
$71.1K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.33% |
$6.55K - $8.05K
|
8.43K
$677K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 2.49% |
$4.84K - $5.95K
|
3.38K
$271K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
69+ 0.09% |
$4.07K - $5.01K
|
74.6K
$5.99M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 2.15% |
$2.48K - $3.05K
|
2K
$160K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
38+ 0.92% |
$2.24K - $2.76K
|
4.15K
$333K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 0.08% |
$1.3K - $1.6K
|
26.1K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.11% |
$1.24K - $1.52K
|
18.5K
$1.49M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.16% |
$649 - $798
|
6.98K
$561K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$354 - $435
|
5.04K
$404K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.14% |
$354 - $435
|
4.41K
$354K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$354 - $435
|
3.95K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$295 - $363
|
3.81K
$306K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5+ 0.13% |
$295 - $363
|
3.81K
$306K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 2.62% |
$295 - $363
|
196
$15.7K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 6.52% |
$177 - $218
|
49
$3.93K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2New |
$118 - $145
|
2
$161
|