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 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 4.94% |
$94.1K - $101K
|
27.7K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 6.04% |
$98.5K - $106K
|
23.4K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.66K- 1.0% |
$108K - $116K
|
164K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.71K- 15.12% |
$112K - $120K
|
9.6K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.99K- 4.04% |
$196K - $210K
|
71.1K
$5.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 32.82% |
$207K - $221K
|
6.46K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.37K- 50.0% |
$220K - $236K
|
3.37K
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.92K- 4.41% |
$257K - $275K
|
85.1K
$6.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-4.17K- 17.18% |
$273K - $292K
|
20.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.94K- 23.22% |
$323K - $346K
|
16.3K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.12K- 5.3% |
$335K - $359K
|
91.4K
$7.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.73K- 99.51% |
$571K - $612K
|
43
$3.45K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.7K- 50.84% |
$765K - $820K
|
11.3K
$907K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.7K- 10.29% |
$897K - $961K
|
119K
$9.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-15.5K- 58.38% |
$1.02M - $1.09M
|
11.1K
$890K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18.6K- 48.28% |
$1.22M - $1.3M
|
19.9K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-23.6K- 26.71% |
$1.55M - $1.66M
|
64.8K
$5.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-23.7K- 15.79% |
$1.55M - $1.66M
|
126K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-24.4K- 73.75% |
$1.6M - $1.72M
|
8.7K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 6.51% |
$1.6M - $1.72M
|
351K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.4K- 45.1% |
$1.66M - $1.78M
|
30.9K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.9K- 66.81% |
$2.15M - $2.31M
|
16.3K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.3K- 9.5% |
$2.7M - $2.9M
|
393K
$31.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.5K- 80.47% |
$3.37M - $3.61M
|
12.5K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-167K- 61.46% |
$10.9M - $11.7M
|
105K
$8.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-231KClosed |
$15.1M - $16.2M
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-557K- 37.81% |
$36.5M - $39.1M
|
917K
$73.6M
|