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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.44KNew |
$190K - $210K
|
3.44K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.44KNew |
$190K - $210K
|
3.44K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.44KNew |
$190K - $210K
|
3.44K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.39KNew |
$187K - $207K
|
3.39K
$272K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.33KNew |
$184K - $203K
|
3.33K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.31K+ 4.54% |
$183K - $202K
|
76.2K
$6.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
3.31K+ 14.63% |
$183K - $202K
|
25.9K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.27K+ 5.1% |
$181K - $200K
|
67.4K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.06K+ 72.99% |
$169K - $186K
|
7.25K
$582K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.04K+ 20.79% |
$168K - $185K
|
17.6K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.03K+ 1.96% |
$167K - $185K
|
158K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.75K+ 20.64% |
$152K - $168K
|
16.1K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.72K+ 3.86% |
$150K - $166K
|
73.1K
$5.87M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.69K+ 8.81% |
$149K - $164K
|
33.2K
$2.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.68K+ 42.27% |
$148K - $164K
|
9.03K
$725K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.5K+ 9.07% |
$138K - $152K
|
30.1K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 21.19% |
$114K - $126K
|
11.8K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 53.01% |
$81.7K - $90.1K
|
4.27K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.43K+ 7.92% |
$78.9K - $87.1K
|
19.5K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.33KNew |
$73.4K - $81.1K
|
1.33K
$107K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
1.33K+ 2.93% |
$73.2K - $80.8K
|
46.6K
$3.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.32K+ 20.59% |
$73K - $80.6K
|
7.75K
$622K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.19K+ 16.96% |
$65.5K - $72.3K
|
8.18K
$657K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.15K+ 0.71% |
$63.6K - $70.2K
|
164K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 2.07% |
$63.2K - $69.8K
|
56.5K
$4.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 6.45% |
$59.4K - $65.5K
|
17.7K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.06K+ 1.74% |
$58.7K - $64.8K
|
62.2K
$5M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 6.57% |
$58.3K - $64.4K
|
17.1K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1K+ 4.06% |
$55.3K - $61.1K
|
25.7K
$2.06M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 28.57% |
$55.2K - $60.9K
|
4.5K
$361K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
971+ 3.17% |
$53.6K - $59.2K
|
31.6K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
936+ 1.24% |
$51.7K - $57K
|
76.2K
$6.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
810+ 3.13% |
$44.7K - $49.4K
|
26.7K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
782+ 5.33% |
$43.2K - $47.7K
|
15.4K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
782+ 87.37% |
$43.2K - $47.7K
|
1.68K
$135K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
734New |
$40.5K - $44.7K
|
734
$58.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
727+ 6.13% |
$40.1K - $44.3K
|
12.6K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
726+ 9.03% |
$40.1K - $44.2K
|
8.77K
$704K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
692+ 2.6% |
$38.2K - $42.2K
|
27.3K
$2.19M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
689New |
$38K - $42K
|
689
$55.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
665+ 6.13% |
$36.7K - $40.5K
|
11.5K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
621+ 12.99% |
$34.3K - $37.8K
|
5.4K
$434K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
585+ 4.83% |
$32.3K - $35.6K
|
12.7K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
535+ 4.31% |
$29.5K - $32.6K
|
13K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
512+ 11.13% |
$28.3K - $31.2K
|
5.11K
$410K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
476+ 6.93% |
$26.3K - $29K
|
7.35K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
464+ 10.04% |
$25.6K - $28.3K
|
5.09K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
452+ 1.91% |
$25K - $27.5K
|
24.1K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
441+ 6.18% |
$24.3K - $26.9K
|
7.58K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
435New |
$24K - $26.5K
|
435
$34.9K
|