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 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-600- 43.67% |
$33.1K - $36.6K
|
774
$62.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-755- 8.91% |
$41.7K - $46K
|
7.72K
$620K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-773- 2.37% |
$42.7K - $47.1K
|
31.8K
$2.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-907- 1.97% |
$50.1K - $55.3K
|
45.1K
$3.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-923- 55.17% |
$51K - $56.2K
|
750
$60.2K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.14K- 3.79% |
$63K - $69.5K
|
29K
$2.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.17K- 36.28% |
$64.8K - $71.5K
|
2.06K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.26K- 5.26% |
$69.6K - $76.8K
|
22.7K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 2.27% |
$72.9K - $80.5K
|
57K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.37K- 2.97% |
$75.4K - $83.2K
|
44.6K
$3.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 11.02% |
$78.6K - $86.8K
|
11.5K
$923K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.65K- 2.57% |
$90.9K - $100K
|
62.5K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 7.92% |
$93.5K - $103K
|
19.7K
$1.58M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$94.4K - $104K
|
9.6K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 4.87% |
$109K - $120K
|
38.4K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.28K- 5.37% |
$126K - $139K
|
40.2K
$3.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.44K- 1.94% |
$135K - $149K
|
123K
$9.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.71K- 23.0% |
$150K - $165K
|
9.07K
$728K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.08K- 12.3% |
$170K - $188K
|
22K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.08K- 12.3% |
$170K - $188K
|
22K
$1.76M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 31.53% |
$178K - $196K
|
6.98K
$561K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.27K- 4.27% |
$180K - $199K
|
73.2K
$5.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.04K- 9.05% |
$278K - $307K
|
50.6K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.42K- 40.76% |
$299K - $330K
|
7.87K
$632K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-5.87K- 46.63% |
$324K - $358K
|
6.72K
$539K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.69K- 4.54% |
$425K - $469K
|
162K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.4K- 69.2% |
$572K - $631K
|
4.61K
$370K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.7K- 29.81% |
$645K - $712K
|
27.5K
$2.21M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-22.7K- 47.31% |
$1.25M - $1.38M
|
25.2K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.4K- 57.35% |
$1.4M - $1.55M
|
18.9K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.5K- 12.93% |
$1.46M - $1.61M
|
178K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.9K- 5.22% |
$1.48M - $1.64M
|
488K
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.2K- 36.11% |
$1.61M - $1.78M
|
51.7K
$4.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-32.9K- 39.28% |
$1.81M - $2M
|
50.8K
$4.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.6K- 67.26% |
$2.07M - $2.29M
|
18.3K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.4K- 10.02% |
$3.55M - $3.92M
|
578K
$46.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.7K- 13.0% |
$3.57M - $3.94M
|
433K
$34.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-80.2K- 82.31% |
$4.43M - $4.89M
|
17.2K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-147K- 89.56% |
$8.12M - $8.96M
|
17.1K
$1.38M
|