Purchases and Sales Made in Q2 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 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 07, 2023 Q2 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
390
+ 2.43%
$21.5K - $23.8K
16.4K $1.32M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
367
+ 7.34%
$20.3K - $22.4K
5.36K $431K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
301
New
$16.6K - $18.3K
301 $24.2K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
295
+ 1.58%
$16.3K - $18K
19K $1.53M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
255
+ 2.95%
$14.1K - $15.5K
8.91K $715K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
229
+ 1.73%
$12.6K - $14K
13.5K $1.08M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
189
+ 1.36%
$10.4K - $11.5K
14.1K $1.13M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
170
New
$9.39K - $10.4K
170 $13.6K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
150
New
$8.28K - $9.14K
150 $12K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
127
+ 6.08%
$7.01K - $7.74K
2.22K $178K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
114
+ 0.1%
$6.29K - $6.95K
113K $9.07M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
102
+ 1.97%
$5.63K - $6.22K
5.29K $425K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
87
+ 1.68%
$4.8K - $5.3K
5.25K $422K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
78
+ 1.39%
$4.31K - $4.75K
5.68K $456K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
70
New
$3.86K - $4.27K
70 $5.62K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
57
+ 1.11%
$3.15K - $3.47K
5.19K $417K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
54
+ 0.16%
$2.98K - $3.29K
33.7K $2.7M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
43
+ 1.13%
$2.37K - $2.62K
3.84K $308K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
33
+ 13.69%
$1.82K - $2.01K
274 $22K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
20
+ 0.33%
$1.1K - $1.22K
6.03K $484K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
13
+ 0.13%
$718 - $792
10.1K $808K
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
8
New
$442 - $488
8 $642
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
7
+ 0.18%
$386 - $427
4K $321K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
7
+ 0.16%
$386 - $427
4.46K $358K
Aug 01, 2023 Q2 2023
Patron Partners, LLC

BUY
 -
4
+ 0.11%
$221 - $244
3.75K $301K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3
+ 0.22%
$166 - $183
1.37K $110K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
1
+ 0.2%
$55.2 - $60.9
506 $40.6K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
1
+ 0.14%
$55.2 - $60.9
708 $56.8K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.11%
$55.2 - $60.9
881 $70.7K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-11
- 0.21%
$607 - $670
5.13K $412K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-22
- 0.29%
$1.21K - $1.34K
7.65K $614K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-37
- 7.92%
$2.04K - $2.25K
430 $34.5K
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-38
- 0.92%
$2.1K - $2.32K
4.11K $330K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-43
- 1.29%
$2.37K - $2.62K
3.3K $265K
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

SELL
 -
-70
- 0.83%
$3.86K - $4.27K
8.39K $673K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-84
- 0.78%
$4.64K - $5.12K
10.8K $863K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-95
- 1.93%
$5.24K - $5.79K
4.84K $389K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

SELL
 -
-99
- 1.75%
$5.47K - $6.03K
5.56K $447K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-100
- 0.78%
$5.52K - $6.09K
12.7K $1.02M
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

SELL
 -
-100
- 7.62%
$5.52K - $6.09K
1.21K $97.4K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-108
- 6.82%
$5.96K - $6.58K
1.48K $118K
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

SELL
 -
-171
- 2.68%
$9.44K - $10.4K
6.21K $498K
Aug 09, 2023 Q2 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-247
- 21.44%
$13.6K - $15.1K
905 $72.7K
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-301
- 0.84%
$16.6K - $18.3K
35.6K $2.86M
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-303
- 2.1%
$16.7K - $18.5K
14.1K $1.13M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
SELL
 -
-324
- 4.11%
$17.9K - $19.7K
7.57K $607K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-362
- 1.23%
$20K - $22.1K
29.2K $2.34M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
SELL
 -
-537
- 9.92%
$29.6K - $32.7K
4.88K $391K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

SELL
 -
-587
- 1.71%
$32.4K - $35.8K
33.7K $2.71M

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