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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 91.06% |
$58.8K - $66.9K
|
108
$8.67K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.14K- 2.0% |
$60.7K - $69.1K
|
55.6K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.14K- 95.65% |
$61.1K - $69.6K
|
52
$4.17K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.37K- 1.4% |
$73.3K - $83.5K
|
96.8K
$7.77M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.5K- 8.73% |
$80.1K - $91.2K
|
15.7K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.71K- 10.43% |
$91.2K - $104K
|
14.7K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.74K- 11.59% |
$93.1K - $106K
|
13.3K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.27K- 20.79% |
$121K - $138K
|
8.65K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.28K- 7.65% |
$122K - $139K
|
27.6K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.29K- 5.12% |
$122K - $139K
|
42.5K
$3.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.3K- 28.35% |
$123K - $140K
|
5.81K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.24K- 19.62% |
$173K - $197K
|
13.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.3K- 4.48% |
$176K - $201K
|
70.4K
$5.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3.71K- 34.61% |
$198K - $226K
|
7.01K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.86K- 43.56% |
$206K - $235K
|
5K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.98K- 52.69% |
$213K - $242K
|
3.57K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.25K- 4.14% |
$227K - $258K
|
98.4K
$7.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.37K- 6.97% |
$233K - $266K
|
58.3K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.5K- 31.67% |
$294K - $335K
|
11.9K
$953K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6K- 6.9% |
$320K - $365K
|
80.9K
$6.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.17K- 38.73% |
$436K - $497K
|
12.9K
$1.04M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.72K- 7.27% |
$466K - $531K
|
111K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 6.46% |
$555K - $632K
|
150K
$12.1M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 29.43% |
$558K - $635K
|
25K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 29.43% |
$558K - $635K
|
25K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-11.6K- 25.22% |
$618K - $704K
|
34.3K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.6K- 2.28% |
$620K - $706K
|
497K
$39.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 9.61% |
$641K - $731K
|
113K
$9.06M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-12.2K- 65.93% |
$653K - $744K
|
6.31K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 24.27% |
$787K - $896K
|
46K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.7K- 38.93% |
$840K - $957K
|
24.7K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17K- 4.1% |
$910K - $1.04M
|
399K
$32M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-41K- 7.37% |
$2.19M - $2.49M
|
515K
$41.3M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-62K- 61.26% |
$3.31M - $3.77M
|
39.2K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71.4K- 89.2% |
$3.81M - $4.35M
|
8.65K
$694K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-76.8K- 91.03% |
$4.1M - $4.68M
|
7.57K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-79.2K- 9.03% |
$4.23M - $4.82M
|
797K
$64M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.2K- 30.34% |
$4.77M - $5.43M
|
205K
$16.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-109K- 23.78% |
$5.8M - $6.61M
|
348K
$28M
|