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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.37% |
$59 - $72.6
|
272
$21.8K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8- 0.23% |
$472 - $580
|
3.45K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10- 0.59% |
$590 - $726
|
1.68K
$135K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-24- 0.33% |
$1.42K - $1.74K
|
7.17K
$575K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 22.22% |
$2.12K - $2.61K
|
126
$10.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-43- 0.9% |
$2.54K - $3.12K
|
4.75K
$381K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.98% |
$3.83K - $4.72K
|
6.6K
$529K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-108Closed |
$6.37K - $7.84K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-131- 0.37% |
$7.73K - $9.5K
|
35.4K
$2.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 58.16% |
$8.2K - $10.1K
|
100
$8.03K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 4.78% |
$8.79K - $10.8K
|
2.97K
$238K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-154Closed |
$9.08K - $11.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-186- 31.21% |
$11K - $13.5K
|
410
$32.9K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-200- 4.17% |
$11.8K - $14.5K
|
4.6K
$369K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-200- 13.33% |
$11.8K - $14.5K
|
1.3K
$104K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-300- 27.93% |
$17.7K - $21.8K
|
774
$62.1K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-351- 1.66% |
$20.7K - $25.5K
|
20.8K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-370- 1.61% |
$21.8K - $26.8K
|
22.6K
$1.81M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-462- 1.52% |
$27.2K - $33.5K
|
30K
$2.41M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-473- 2.44% |
$27.9K - $34.3K
|
18.9K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-540- 4.63% |
$31.8K - $39.2K
|
11.1K
$894K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-550- 22.92% |
$32.4K - $39.9K
|
1.85K
$149K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-588Closed |
$34.7K - $42.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-603- 33.57% |
$35.6K - $43.7K
|
1.19K
$95.8K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-606- 12.65% |
$35.7K - $44K
|
4.18K
$336K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-656- 14.77% |
$38.7K - $47.6K
|
3.79K
$304K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-676- 40.92% |
$39.9K - $49K
|
976
$78.4K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-699Closed |
$41.2K - $50.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-700- 13.73% |
$41.3K - $50.8K
|
4.4K
$353K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-812- 6.03% |
$47.9K - $58.9K
|
12.6K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-817- 3.81% |
$48.2K - $59.3K
|
20.6K
$1.66M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-900- 0.71% |
$53.1K - $65.3K
|
126K
$10.1M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-954- 33.02% |
$56.3K - $69.2K
|
1.94K
$155K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-958- 10.78% |
$56.5K - $69.5K
|
7.93K
$637K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-969Closed |
$57.2K - $70.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-971- 10.63% |
$57.3K - $70.4K
|
8.16K
$655K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.01K- 1.46% |
$59.6K - $73.3K
|
68.4K
$5.49M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 2.42% |
$64.3K - $79.1K
|
43.9K
$3.53M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.37K- 7.47% |
$81K - $99.7K
|
17K
$1.37M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.38K- 17.41% |
$81.4K - $100K
|
6.55K
$526K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.6KClosed |
$94.4K - $116K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.91K- 9.35% |
$113K - $138K
|
18.5K
$1.48M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 20.27% |
$114K - $140K
|
7.58K
$609K
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.21KClosed |
$130K - $160K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.4KClosed |
$142K - $174K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.56K- 8.34% |
$151K - $185K
|
28.1K
$2.25M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.69K- 4.58% |
$158K - $195K
|
56K
$4.49M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.76KClosed |
$163K - $200K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.93K- 21.14% |
$173K - $212K
|
10.9K
$877K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$174K - $214K
|
0
$0
|