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 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.29K+ 11.94% |
$216K - $231K
|
30.9K
$2.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.18K+ 5.87% |
$208K - $223K
|
57.3K
$4.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.17KNew |
$207K - $222K
|
3.17K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.98KNew |
$195K - $209K
|
2.98K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.8KNew |
$183K - $196K
|
2.8K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.78K+ 9.8% |
$182K - $195K
|
31.1K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.68K+ 2.5% |
$176K - $188K
|
110K
$8.82M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.68K+ 45.62% |
$175K - $188K
|
8.55K
$686K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.64K+ 6.92% |
$173K - $185K
|
40.8K
$3.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$168K - $180K
|
2.57K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.53K+ 2.92% |
$165K - $177K
|
89K
$7.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52K+ 11.79% |
$165K - $177K
|
23.9K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.47K+ 1.02% |
$161K - $173K
|
245K
$19.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.46K+ 638.44% |
$161K - $172K
|
2.84K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.36K+ 8.02% |
$154K - $165K
|
31.7K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 42.58% |
$147K - $157K
|
7.5K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 3.35% |
$144K - $155K
|
68K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 5.46% |
$132K - $142K
|
39.1K
$3.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.93K+ 23.05% |
$126K - $135K
|
10.3K
$826K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.83K+ 14.18% |
$120K - $129K
|
14.8K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.83K+ 10.95% |
$119K - $128K
|
18.5K
$1.48M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 1.97% |
$118K - $126K
|
92.9K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.6K+ 4.4% |
$104K - $112K
|
37.9K
$3.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
1.55K+ 5.06% |
$101K - $109K
|
32.1K
$2.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.49K+ 11.03% |
$97.5K - $105K
|
15K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.44K+ 1.78% |
$94.2K - $101K
|
82.3K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.42K+ 7.31% |
$92.8K - $99.4K
|
20.8K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 10.23% |
$90.5K - $97K
|
14.9K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.36K+ 4.5% |
$89.2K - $95.5K
|
31.6K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.36K+ 1.51% |
$89.1K - $95.5K
|
91.5K
$7.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.35K+ 22.32% |
$88.2K - $94.5K
|
7.38K
$593K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 30.88% |
$87.5K - $93.7K
|
5.66K
$455K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.29K+ 6.9% |
$84.4K - $90.5K
|
20K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.17K+ 13.46% |
$76.5K - $82K
|
9.85K
$791K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 24.39% |
$76.5K - $81.9K
|
5.96K
$478K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15K+ 13.46% |
$75.1K - $80.5K
|
9.67K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.11K+ 11.52% |
$72.8K - $78K
|
10.8K
$864K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 16.46% |
$68.4K - $73.3K
|
7.4K
$594K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1K+ 2.37% |
$65.5K - $70.2K
|
43.3K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
913+ 10.75% |
$59.8K - $64K
|
9.41K
$755K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
761+ 0.49% |
$49.8K - $53.4K
|
157K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
754New |
$49.4K - $52.9K
|
754
$60.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
696New |
$45.6K - $48.8K
|
696
$55.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
696+ 6.05% |
$45.6K - $48.8K
|
12.2K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
683+ 30.32% |
$44.7K - $47.9K
|
2.94K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
535+ 7.68% |
$35K - $37.5K
|
7.5K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
501+ 3.15% |
$32.8K - $35.1K
|
16.4K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
469+ 2.15% |
$30.7K - $32.9K
|
22.2K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
455+ 0.41% |
$29.8K - $31.9K
|
111K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
391+ 2.0% |
$25.6K - $27.4K
|
19.9K
$1.6M
|