Purchases and Sales Made in Q2 2023 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
260K+ 77.1% |
$14.4M - $15.9M
|
598K
$48M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
121KNew |
$6.71M - $7.4M
|
121K
$9.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
96.5K+ 1274.37% |
$5.33M - $5.88M
|
104K
$8.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.3K+ 11.72% |
$3.77M - $4.16M
|
651K
$52.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.6K+ 37.73% |
$3.29M - $3.63M
|
218K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 9.36% |
$2.98M - $3.29M
|
631K
$50.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.1K+ 504.77% |
$2.32M - $2.57M
|
50.4K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.1K+ 12.12% |
$2.05M - $2.26M
|
343K
$27.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33.5K+ 20.79% |
$1.85M - $2.04M
|
195K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$1.8M - $1.99M
|
32.6K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 5.28% |
$1.71M - $1.89M
|
618K
$49.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.9K+ 10.93% |
$1.49M - $1.64M
|
273K
$21.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.5KNew |
$1.41M - $1.56M
|
25.5K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
21.6K+ 137.94% |
$1.19M - $1.31M
|
37.2K
$2.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.4K+ 28.8% |
$1.18M - $1.3M
|
95.6K
$7.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.7K+ 21.07% |
$1.15M - $1.26M
|
119K
$9.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.3K+ 19.15% |
$1.06M - $1.17M
|
120K
$9.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
17.6K+ 279.08% |
$973K - $1.07M
|
23.9K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.1K+ 33.73% |
$946K - $1.04M
|
68K
$5.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16.9K+ 4.84% |
$932K - $1.03M
|
365K
$29.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.5K+ 325.57% |
$854K - $943K
|
20.2K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.3K+ 427.57% |
$843K - $931K
|
18.9K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 14.25% |
$843K - $931K
|
122K
$9.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.2K+ 95.86% |
$783K - $864K
|
29K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 9.18% |
$763K - $842K
|
164K
$13.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.8K+ 19.94% |
$762K - $841K
|
83K
$6.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
10.5K+ 5.4% |
$582K - $642K
|
206K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.2K+ 72.26% |
$561K - $620K
|
24.2K
$1.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.07K+ 2.34% |
$501K - $553K
|
397K
$31.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9.05K+ 8.08% |
$500K - $551K
|
121K
$9.72M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8.26KNew |
$456K - $503K
|
8.26K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8K+ 23.12% |
$441K - $487K
|
42.6K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.61K+ 1.91% |
$420K - $463K
|
406K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.28K+ 16.99% |
$402K - $444K
|
50.1K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.22K+ 30.52% |
$399K - $440K
|
30.9K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.17K+ 51.05% |
$396K - $437K
|
21.2K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.74KNew |
$317K - $349K
|
5.74K
$460K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.69K+ 96.62% |
$314K - $347K
|
11.6K
$930K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.32K+ 13.9% |
$294K - $324K
|
43.6K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2KNew |
$287K - $317K
|
5.2K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.97K+ 12.13% |
$274K - $303K
|
45.9K
$3.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.94K+ 2.43% |
$273K - $301K
|
208K
$16.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.87K+ 10.79% |
$269K - $297K
|
50K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.62K+ 0.58% |
$255K - $281K
|
802K
$64.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4.45K+ 1.65% |
$246K - $271K
|
275K
$22.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.35KNew |
$240K - $265K
|
4.35K
$349K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.24K+ 24.36% |
$234K - $258K
|
21.6K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4.23KNew |
$234K - $258K
|
4.23K
$340K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.07K+ 1.77% |
$225K - $248K
|
233K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.45KNew |
$191K - $210K
|
3.45K
$277K
|