Purchases and Sales Made in Q2 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
347K+ 16908.33% |
$17.2M - $22.6M
|
349K
$25.4M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
322KNew |
$16M - $21M
|
322K
$23.5M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
75.3K+ 100.85% |
$3.74M - $4.91M
|
150K
$10.9M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.2K+ 15.13% |
$3.29M - $4.31M
|
504K
$36.7M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
52.4K+ 690.48% |
$2.6M - $3.41M
|
59.9K
$4.37M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.5K+ 16.43% |
$2.56M - $3.35M
|
365K
$26.6M
|
|
Aug 18, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.8KNew |
$1.83M - $2.4M
|
36.8K
$2.68M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
35.8KNew |
$1.78M - $2.33M
|
35.8K
$2.61M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
35.4KNew |
$1.76M - $2.31M
|
35.4K
$2.58M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
34.4K+ 81.0% |
$1.71M - $2.24M
|
76.9K
$5.61M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.4KNew |
$1.71M - $2.24M
|
34.4K
$2.51M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.5KNew |
$1.62M - $2.12M
|
32.5K
$2.37M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 179.38% |
$1.43M - $1.88M
|
44.9K
$3.27M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.1KNew |
$1.4M - $1.83M
|
28.1K
$2.05M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
27.6K+ 7.86% |
$1.37M - $1.8M
|
379K
$27.6M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
26.6KNew |
$1.32M - $1.73M
|
26.6K
$1.94M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 218.58% |
$1.25M - $1.65M
|
36.8K
$2.68M
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
24.9K+ 42.06% |
$1.23M - $1.62M
|
83.9K
$6.12M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.6K+ 19480.17% |
$1.12M - $1.47M
|
22.7K
$1.66M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
19.9KNew |
$988K - $1.3M
|
19.9K
$1.45M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.7K+ 40.24% |
$878K - $1.15M
|
61.6K
$4.49M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 16.23% |
$871K - $1.14M
|
126K
$9.15M
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
17.5KNew |
$869K - $1.14M
|
17.5K
$1.27M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.4KNew |
$866K - $1.14M
|
17.4K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 29.59% |
$762K - $1M
|
67.2K
$4.9M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14.1K+ 30.35% |
$699K - $917K
|
60.4K
$4.41M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14KNew |
$696K - $913K
|
14K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
12.3K+ 2.01% |
$613K - $805K
|
627K
$45.7M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 64.79% |
$610K - $800K
|
31.2K
$2.28M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.9K+ 28.42% |
$590K - $775K
|
53.7K
$3.92M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.6KNew |
$477K - $626K
|
9.6K
$700K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.58K+ 56.42% |
$476K - $625K
|
26.6K
$1.94M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.57KNew |
$376K - $493K
|
7.57K
$552K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.35K+ 3.46% |
$365K - $479K
|
220K
$16M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83KNew |
$339K - $445K
|
6.83K
$498K
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
5.99K+ 19.18% |
$298K - $390K
|
37.2K
$2.71M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
5.26KNew |
$261K - $343K
|
5.26K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.11KNew |
$254K - $333K
|
5.11K
$372K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.73K+ 57.5% |
$235K - $308K
|
13K
$944K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.39KNew |
$218K - $286K
|
4.39K
$320K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.17K+ 11.9% |
$207K - $272K
|
39.2K
$2.86M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.14KNew |
$206K - $270K
|
4.14K
$302K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$205K - $269K
|
4.12K
$301K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
4.01KNew |
$199K - $262K
|
4.01K
$293K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.45K+ 52.37% |
$172K - $225K
|
10K
$733K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1K+ 70.45% |
$154K - $202K
|
7.5K
$547K
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.98K+ 6.39% |
$148K - $194K
|
49.7K
$3.62M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 34.5% |
$136K - $178K
|
10.6K
$776K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.71K+ 7.33% |
$135K - $177K
|
39.7K
$2.9M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.65K+ 57.28% |
$132K - $173K
|
7.28K
$531K
|