Purchases and Sales Made in Q1 2023 in Ishare Morningstar Mid Cap Gro (IMCG)

IMCG Quotes by TradingView

This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 2023. 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 11, 2023 Q1 2023
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
195K
New
$10.4M - $11.9M
195K $15.7M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
167K
+ 40.7%
$8.91M - $10.2M
577K $46.3M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
76.9K
+ 374.15%
$4.11M - $4.68M
97.5K $7.82M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
74.2K
New
$3.97M - $4.52M
74.2K $5.96M
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
72K
+ 36.28%
$3.85M - $4.38M
270K $21.7M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
70.6K
+ 13.79%
$3.77M - $4.3M
583K $46.8M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
69.7K
+ 39.45%
$3.72M - $4.24M
246K $19.8M
Apr 12, 2023 Q1 2023
Scott Capital Advisors, LLC

BUY
 -
54.7K
+ 95.58%
$2.92M - $3.33M
112K $8.99M
May 05, 2023 Q1 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
51.5K
+ 49.9%
$2.75M - $3.13M
155K $12.4M
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
40.3K
+ 21.35%
$2.15M - $2.45M
229K $18.4M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
26.7K
+ 4.77%
$1.43M - $1.63M
587K $47.1M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
25.3K
+ 98.8%
$1.35M - $1.54M
50.8K $4.08M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
25.1K
+ 18.84%
$1.34M - $1.52M
158K $12.7M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
21.3K
+ 3.44%
$1.14M - $1.3M
643K $51.6M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
21.3K
+ 91.9%
$1.13M - $1.29M
44.4K $3.56M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
21K
New
$1.12M - $1.28M
21K $1.68M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
17.7K
+ 42.29%
$947K - $1.08M
59.7K $4.79M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.8K
+ 18.62%
$898K - $1.02M
107K $8.6M
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
16.8K
+ 32.05%
$897K - $1.02M
69.2K $5.55M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.7K
+ 5.76%
$890K - $1.01M
306K $24.6M
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
15.8K
+ 4.25%
$846K - $964K
388K $31.2M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
15.6K
New
$835K - $951K
15.6K $1.25M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
14.9K
+ 170.38%
$796K - $907K
23.7K $1.9M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14K
New
$750K - $854K
14K $1.13M
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
13.3K
+ 48.17%
$711K - $810K
40.9K $3.29M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
12.8K
New
$684K - $780K
12.8K $1.03M
May 12, 2023 Q1 2023
Masso Torrence Wealth Management Inc.

BUY
 -
11K
+ 34.38%
$586K - $667K
42.9K $3.44M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
10.7K
New
$571K - $650K
10.7K $858K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
10.5K
+ 3.2%
$559K - $637K
338K $27.1M
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
9.82K
+ 14.73%
$524K - $597K
76.5K $6.14M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
9.49K
New
$507K - $578K
9.49K $762K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.34K
New
$445K - $507K
8.34K $669K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
8.08K
+ 31.59%
$431K - $491K
33.6K $2.7M
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
7.96K
+ 5.09%
$425K - $484K
164K $13.2M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7.83K
+ 125.36%
$418K - $476K
14.1K $1.13M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
7.01K
+ 22.41%
$374K - $426K
38.3K $3.07M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.7K
+ 13.64%
$358K - $408K
55.8K $4.48M
May 08, 2023 Q1 2023
Northern Capital Management, Inc.

BUY
 -
6.34K
+ 11.56%
$339K - $386K
61.2K $4.91M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
5.66K
New
$302K - $344K
5.66K $454K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
4.98K
+ 11.59%
$266K - $303K
47.9K $3.85M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.75K
New
$254K - $289K
4.75K $381K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
4.65K
New
$248K - $283K
4.65K $373K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
4.62K
New
$247K - $281K
4.62K $371K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
4.57K
+ 539.72%
$244K - $278K
5.41K $434K
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
4.5K
+ 7.31%
$241K - $274K
66.1K $5.31M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
4.45K
+ 2.7%
$238K - $271K
169K $13.6M
May 08, 2023 Q1 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
4.36K
+ 37.35%
$233K - $265K
16K $1.29M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.19K
New
$224K - $255K
4.19K $336K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
4.08K
+ 5.74%
$218K - $249K
75.3K $6.04M

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