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 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
168
+ 5.6%
$8.97K - $10.2K
3.17K $254K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
167
+ 3.5%
$8.92K - $10.2K
4.94K $396K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
120
+ 2.99%
$6.41K - $7.3K
4.13K $332K
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
104
+ 2.58%
$5.55K - $6.33K
4.14K $332K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
81
+ 1.59%
$4.33K - $4.93K
5.19K $417K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
76
+ 38.0%
$4.06K - $4.62K
276 $22.2K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
57
New
$3.04K - $3.47K
57 $4.58K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
53
+ 0.33%
$2.83K - $3.23K
16.1K $1.29M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
34
+ 0.54%
$1.82K - $2.07K
6.38K $512K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
21
+ 0.1%
$1.12K - $1.28K
21.4K $1.72M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
9
+ 0.06%
$481 - $548
13.9K $1.11M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
9
+ 0.2%
$481 - $548
4.45K $357K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
9
+ 0.06%
$481 - $548
15K $1.2M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
8
+ 0.22%
$427 - $487
3.73K $299K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
8
+ 0.05%
$427 - $487
14.8K $1.19M
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
8
+ 0.2%
$427 - $487
3.99K $320K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
7
+ 0.06%
$374 - $426
12.6K $1.01M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
6
+ 0.16%
$320 - $365
3.75K $301K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3
+ 0.22%
$160 - $183
1.37K $110K
May 05, 2023 Q1 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2
+ 0.23%
$107 - $122
880 $70.6K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2
+ 0.28%
$107 - $122
707 $56.8K
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
1
+ 0.2%
$53.4 - $60.9
505 $40.5K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

SELL
 -
-1
- 50.0%
$53.4 - $60.9
1 $80.3
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-5
- 0.43%
$267 - $304
1.15K $92.5K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-21
- 0.07%
$1.12K - $1.28K
29.5K $2.37M
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
SELL
 -
-43
- 0.54%
$2.3K - $2.62K
7.89K $633K
May 15, 2023 Q1 2023
Family Legacy, Inc.

SELL
 -
-76
- 0.17%
$4.06K - $4.62K
45.3K $3.63M
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

SELL
 -
-100
- 0.91%
$5.34K - $6.09K
10.9K $873K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

SELL
 -
-101
- 3.03%
$5.39K - $6.15K
3.23K $260K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-146
- 0.77%
$7.8K - $8.88K
18.7K $1.5M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-163
- 1.6%
$8.71K - $9.92K
10.1K $807K
May 04, 2023 Q1 2023
St. Johns Investment Management Company, LLC

SELL
 -
-180
- 12.06%
$9.61K - $11K
1.31K $105K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-237
- 3.28%
$12.7K - $14.4K
7K $562K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-266
- 3.35%
$14.2K - $16.2K
7.68K $616K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-320
- 1.34%
$17.1K - $19.5K
23.6K $1.9M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-379
- 3.58%
$20.2K - $23.1K
10.2K $819K
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

SELL
 -
-454
- 9.85%
$24.2K - $27.6K
4.16K $334K
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

SELL
 -
-480
- 11.05%
$25.6K - $29.2K
3.86K $310K
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

SELL
 -
-518
- 2.89%
$27.7K - $31.5K
17.4K $1.4M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-547
- 9.63%
$29.2K - $33.3K
5.13K $412K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-637
- 5.55%
$34K - $38.8K
10.8K $870K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

SELL
 -
-695
- 43.71%
$37.1K - $42.3K
895 $71.9K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

SELL
 -
-780
- 13.12%
$41.7K - $47.5K
5.17K $415K
Apr 05, 2023 Q1 2023
Rovin Capital

SELL
 -
-798
- 2.91%
$42.6K - $48.6K
26.6K $2.13M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-865
- 15.33%
$46.2K - $52.6K
4.78K $384K
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

SELL
 -
-939
- 2.8%
$50.2K - $57.1K
32.6K $2.61M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.03K
- 11.35%
$54.9K - $62.6K
8.03K $645K
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-1.06K
- 1.62%
$56.4K - $64.3K
64.1K $5.15M
Apr 20, 2023 Q1 2023
Accel Wealth Management

SELL
 -
-1.09K
- 11.36%
$58K - $66.1K
8.48K $681K

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