Purchases and Sales Made in Q1 2023 in Ishare Morningstar Mid Cap Gro (IMCG)
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 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.79KNew |
$203K - $231K
|
3.79K
$304K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 19.98% |
$201K - $229K
|
22.6K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
3.75KNew |
$200K - $228K
|
3.75K
$301K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.5KNew |
$187K - $213K
|
3.5K
$281K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.48K+ 5.02% |
$186K - $212K
|
72.9K
$5.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
3.02K+ 1.89% |
$162K - $184K
|
163K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.91K+ 19.21% |
$155K - $177K
|
18K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 34.42% |
$148K - $168K
|
10.8K
$867K
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
2.69K+ 13.51% |
$144K - $164K
|
22.6K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.44K+ 51.87% |
$130K - $148K
|
7.14K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.43K+ 1.21% |
$130K - $148K
|
203K
$16.3M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.19K+ 2.69% |
$117K - $134K
|
83.6K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.15K+ 19.24% |
$115K - $131K
|
13.3K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.03K+ 16.17% |
$109K - $124K
|
14.6K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.03K+ 7.08% |
$108K - $123K
|
30.7K
$2.46M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
2.02K+ 4.7% |
$108K - $123K
|
45.1K
$3.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.98K+ 32.57% |
$105K - $120K
|
8.04K
$645K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.95K+ 40.63% |
$104K - $119K
|
6.75K
$542K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.72K+ 37.28% |
$92.1K - $105K
|
6.35K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.59K+ 2.55% |
$85.1K - $97K
|
64.1K
$5.15M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.59K+ 36.93% |
$84.9K - $96.7K
|
5.89K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.47K+ 6.03% |
$78.6K - $89.6K
|
25.9K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 3.14% |
$65.5K - $74.7K
|
40.3K
$3.24M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.23K+ 7.93% |
$65.4K - $74.5K
|
16.7K
$1.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.11K+ 18.83% |
$59.5K - $67.8K
|
7.03K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 7.86% |
$56.2K - $64K
|
14.4K
$1.16M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
950+ 16.04% |
$50.7K - $57.8K
|
6.87K
$552K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
923+ 123.07% |
$49.3K - $56.2K
|
1.67K
$134K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
885+ 23.82% |
$47.3K - $53.9K
|
4.6K
$369K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
797+ 7.05% |
$42.6K - $48.5K
|
12.1K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
739+ 36.03% |
$39.5K - $45K
|
2.79K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
691+ 2.04% |
$36.9K - $42K
|
34.6K
$2.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
688New |
$36.7K - $41.9K
|
688
$55.2K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
647+ 6.34% |
$34.6K - $39.4K
|
10.8K
$871K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
625+ 13.84% |
$33.4K - $38K
|
5.14K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
600+ 77.52% |
$32K - $36.5K
|
1.37K
$110K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
513+ 32.57% |
$27.4K - $31.2K
|
2.09K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
509+ 4.52% |
$27.2K - $31K
|
11.8K
$945K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
490+ 8.26% |
$26.2K - $29.8K
|
6.43K
$516K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
455+ 27.36% |
$24.3K - $27.7K
|
2.12K
$170K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
444+ 0.98% |
$23.7K - $27K
|
46K
$3.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
357+ 1.0% |
$19.1K - $21.7K
|
35.9K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
350+ 11.71% |
$18.7K - $21.3K
|
3.34K
$268K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
340+ 6.46% |
$18.2K - $20.7K
|
5.61K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
312+ 0.57% |
$16.7K - $19K
|
55.4K
$4.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
283New |
$15.1K - $17.2K
|
283
$22.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
241New |
$12.9K - $14.7K
|
241
$19.3K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
226New |
$12.1K - $13.8K
|
226
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
210+ 0.88% |
$11.2K - $12.8K
|
24K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
185New |
$9.88K - $11.3K
|
185
$14.9K
|