Purchases and Sales Made in Q3 2021 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
435KNew |
$29.2M - $31.9M
|
435K
$34M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
174KNew |
$11.7M - $12.8M
|
174K
$13.6M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
131KNew |
$8.79M - $9.59M
|
131K
$10.2M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
128KNew |
$8.59M - $9.38M
|
128K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.7K+ 58.15% |
$5.36M - $5.85M
|
217K
$17M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.9K+ 13.1% |
$3.76M - $4.1M
|
483K
$37.8M
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
50.6K+ 91.94% |
$3.4M - $3.71M
|
106K
$8.27M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.7K+ 16.32% |
$3.07M - $3.35M
|
325K
$25.5M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
37.3K+ 16.03% |
$2.5M - $2.73M
|
270K
$21.1M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
30.7KNew |
$2.06M - $2.25M
|
30.7K
$2.4M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.4K+ 457.18% |
$1.84M - $2.01M
|
33.3K
$2.61M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.1K+ 6.87% |
$1.82M - $1.99M
|
422K
$33M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
21.5KNew |
$1.45M - $1.58M
|
21.5K
$1.68M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
20.8KNew |
$1.4M - $1.52M
|
20.8K
$1.63M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
16.3KNew |
$1.09M - $1.19M
|
16.3K
$1.27M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
15.9KNew |
$1.07M - $1.17M
|
15.9K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10K+ 76.81% |
$672K - $733K
|
23K
$1.8M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.99K+ 67.89% |
$671K - $733K
|
24.7K
$1.93M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.21KNew |
$619K - $676K
|
9.21K
$721K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.13K+ 26.28% |
$614K - $670K
|
43.9K
$3.43M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.79K+ 78.23% |
$591K - $645K
|
20K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
7.5KNew |
$504K - $550K
|
7.5K
$587K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.16K+ 74.08% |
$481K - $525K
|
16.8K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
6.99K+ 45.83% |
$469K - $512K
|
22.2K
$1.74M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
5.49K+ 475.06% |
$369K - $402K
|
6.64K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.88K+ 19.47% |
$328K - $358K
|
30K
$2.34M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.07K+ 39.49% |
$273K - $298K
|
14.4K
$1.12M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.86KNew |
$259K - $283K
|
3.86K
$302K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.57K+ 34.58% |
$240K - $262K
|
13.9K
$1.09M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.56K+ 2.43% |
$239K - $261K
|
150K
$11.7M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.16K+ 5.49% |
$212K - $232K
|
60.7K
$4.75M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3K+ 48.02% |
$202K - $220K
|
9.25K
$724K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 38.0% |
$191K - $209K
|
10.3K
$809K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 2.67% |
$190K - $208K
|
109K
$8.54M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 2.88% |
$190K - $208K
|
101K
$7.91M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.82KNew |
$190K - $207K
|
2.82K
$221K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.79K+ 4.13% |
$188K - $205K
|
70.4K
$5.51M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.75K+ 15.09% |
$185K - $202K
|
21K
$1.64M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.64K+ 45.1% |
$177K - $193K
|
8.49K
$664K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.99K+ 3.64% |
$134K - $146K
|
56.6K
$4.43M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.86K+ 5.17% |
$125K - $136K
|
37.8K
$2.96M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 9.77% |
$119K - $130K
|
19.9K
$1.56M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1.69K+ 8.23% |
$114K - $124K
|
22.2K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.68K+ 21.89% |
$113K - $124K
|
9.38K
$734K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67KNew |
$112K - $123K
|
1.67K
$131K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 17.2% |
$107K - $116K
|
10.8K
$846K
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.52K+ 5.22% |
$102K - $112K
|
30.7K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 3.76% |
$96K - $105K
|
39.4K
$3.08M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 5.76% |
$96K - $105K
|
26.2K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.28K+ 21.26% |
$85.8K - $93.7K
|
7.28K
$570K
|