Purchases and Sales Made in Q2 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q2 2024. 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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
518KNew |
$33.9M - $36.3M
|
518K
$41.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
215K+ 6375.5% |
$14.1M - $15.1M
|
219K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
162K+ 18.27% |
$10.6M - $11.4M
|
1.05M
$84.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
156K+ 42.64% |
$10.2M - $11M
|
524K
$42M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
87K+ 391.0% |
$5.7M - $6.11M
|
109K
$8.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80.8K+ 60.46% |
$5.29M - $5.67M
|
214K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62K+ 15.56% |
$4.06M - $4.35M
|
460K
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.5K+ 255.58% |
$3.24M - $3.48M
|
68.9K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
43.5KNew |
$2.85M - $3.05M
|
43.5K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38KNew |
$2.48M - $2.66M
|
38K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.5K+ 20.36% |
$2.45M - $2.63M
|
222K
$17.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 4.65% |
$1.9M - $2.03M
|
652K
$52.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.3K+ 426.6% |
$1.86M - $1.99M
|
35K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
24.6K+ 11.38% |
$1.61M - $1.73M
|
241K
$19.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 3.36% |
$1.53M - $1.64M
|
722K
$57.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 11.94% |
$1.46M - $1.57M
|
209K
$16.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6K+ 2.4% |
$1.41M - $1.51M
|
920K
$73.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6K+ 2.4% |
$1.41M - $1.51M
|
920K
$73.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 9.85% |
$1.4M - $1.5M
|
239K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.8K+ 6.88% |
$1.23M - $1.32M
|
293K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18K+ 341.09% |
$1.18M - $1.26M
|
23.2K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 3.16% |
$1.13M - $1.21M
|
564K
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 7.26% |
$1.13M - $1.21M
|
255K
$20.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
15.9KNew |
$1.04M - $1.11M
|
15.9K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 7.15% |
$1.01M - $1.08M
|
231K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2KNew |
$996K - $1.07M
|
15.2K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.8K+ 26.41% |
$970K - $1.04M
|
70.9K
$5.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$902K - $967K
|
13.8K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 49.17% |
$898K - $962K
|
41.6K
$3.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 17.86% |
$894K - $958K
|
90.1K
$7.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
13.3K+ 37.59% |
$871K - $934K
|
48.7K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.4KNew |
$683K - $732K
|
10.4K
$838K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.93K+ 11.3% |
$650K - $697K
|
97.8K
$7.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.46KNew |
$619K - $664K
|
9.46K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.93KNew |
$454K - $486K
|
6.93K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.73K+ 72.03% |
$440K - $472K
|
16.1K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.01K+ 3.77% |
$394K - $422K
|
165K
$13.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
5.77K+ 13.48% |
$378K - $405K
|
48.6K
$3.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51K+ 4.35% |
$361K - $387K
|
132K
$10.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.08K+ 5.61% |
$332K - $356K
|
95.5K
$7.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.06K+ 38.28% |
$331K - $355K
|
18.3K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.01K+ 9.25% |
$328K - $351K
|
59.2K
$4.75M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.99K+ 57.3% |
$326K - $350K
|
13.7K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.95K+ 1.74% |
$324K - $347K
|
289K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 142.44% |
$321K - $344K
|
8.34K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.67KNew |
$306K - $327K
|
4.67K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.47K+ 12.88% |
$293K - $314K
|
39.2K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.24KNew |
$277K - $297K
|
4.24K
$340K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.89KNew |
$255K - $273K
|
3.89K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.37K+ 100.0% |
$220K - $236K
|
6.74K
$541K
|