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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
385+ 6.72% |
$25.2K - $27K
|
6.11K
$491K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
381+ 5.74% |
$24.9K - $26.7K
|
7.01K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
354+ 8.25% |
$23.2K - $24.8K
|
4.65K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
329+ 1.27% |
$21.5K - $23.1K
|
26.3K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
319+ 6.8% |
$20.9K - $22.4K
|
5.01K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
313+ 1.93% |
$20.5K - $22K
|
16.5K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
306+ 4.85% |
$20K - $21.5K
|
6.61K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
295+ 4.2% |
$19.3K - $20.7K
|
7.33K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
292+ 4.55% |
$19.1K - $20.5K
|
6.71K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
284+ 3.12% |
$18.6K - $19.9K
|
9.39K
$754K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
240+ 1.09% |
$15.7K - $16.8K
|
22.2K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
193+ 0.51% |
$12.6K - $13.5K
|
38.2K
$3.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
188+ 0.99% |
$12.3K - $13.2K
|
19.3K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
160+ 2.94% |
$10.5K - $11.2K
|
5.6K
$449K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157+ 0.73% |
$10.3K - $11K
|
21.6K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
150New |
$9.82K - $10.5K
|
150
$12K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
149+ 4.3% |
$9.75K - $10.5K
|
3.61K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
148+ 34.74% |
$9.69K - $10.4K
|
574
$46.1K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
101+ 776.92% |
$6.61K - $7.09K
|
114
$9.15K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
92+ 22.66% |
$6.02K - $6.45K
|
498
$40K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 0.31% |
$5.7K - $6.1K
|
27.8K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77New |
$5.04K - $5.4K
|
77
$6.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 120.0% |
$4.71K - $5.05K
|
132
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
65+ 0.71% |
$4.25K - $4.56K
|
9.21K
$739K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
64+ 0.96% |
$4.19K - $4.49K
|
6.76K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 46.15% |
$3.93K - $4.21K
|
190
$15.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
57+ 2.26% |
$3.73K - $4K
|
2.58K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53+ 0.92% |
$3.47K - $3.72K
|
5.82K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48New |
$3.14K - $3.37K
|
48
$3.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22New |
$1.44K - $1.54K
|
22
$1.77K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20+ 0.14% |
$1.31K - $1.4K
|
14.2K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16+ 0.53% |
$1.05K - $1.12K
|
3.01K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.11% |
$786 - $842
|
11.2K
$897K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$655 - $702
|
6.1K
$489K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
8+ 0.16% |
$524 - $561
|
5.07K
$407K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$458 - $491
|
4.1K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.16% |
$458 - $491
|
4.5K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.04% |
$393 - $421
|
16K
$1.29M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.15% |
$327 - $351
|
3.36K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$262 - $281
|
3.81K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
4+ 0.05% |
$262 - $281
|
8.01K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3+ 0.14% |
$196 - $210
|
2.1K
$169K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3New |
$196 - $210
|
3
$241
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.08% |
$196 - $210
|
3.63K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.14% |
$131 - $140
|
1.38K
$111K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$65.5 - $70.2
|
714
$57.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.42% |
$65.5 - $70.2
|
240
$19.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$65.5 - $70.2
|
3.13K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.2% |
$65.5 - $70.2
|
510
$40.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.22% |
$720 - $772
|
5.02K
$403K
|