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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
1.26K+ 0.71% |
$84.5K - $92.2K
|
179K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 18.62% |
$83.5K - $91.1K
|
7.91K
$619K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2KNew |
$80.6K - $88K
|
1.2K
$93.9K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 400.0% |
$80.6K - $88K
|
1.5K
$117K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 5.89% |
$78.8K - $86K
|
21.1K
$1.65M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
955+ 2.86% |
$64.2K - $70K
|
34.4K
$2.69M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
696+ 3.32% |
$46.8K - $51.1K
|
21.7K
$1.7M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
687+ 6.0% |
$46.2K - $50.4K
|
12.1K
$950K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
677+ 0.58% |
$45.5K - $49.7K
|
118K
$9.25M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
659+ 2.6% |
$44.3K - $48.3K
|
26K
$2.04M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
648+ 14.54% |
$43.5K - $47.5K
|
5.11K
$399K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587+ 0.24% |
$39.4K - $43.1K
|
244K
$19.1M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
419+ 12.7% |
$28.2K - $30.7K
|
3.72K
$291K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
342New |
$23K - $25.1K
|
342
$26.8K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
239New |
$16.1K - $17.5K
|
239
$18.7K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
234New |
$15.7K - $17.2K
|
234
$18.3K
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
206+ 2.19% |
$13.8K - $15.1K
|
9.63K
$753K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
154New |
$10.3K - $11.3K
|
154
$12K
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
128+ 0.34% |
$8.6K - $9.39K
|
37.8K
$2.96M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
109+ 1.52% |
$7.32K - $8K
|
7.27K
$569K
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 25.0% |
$6.72K - $7.33K
|
500
$39.1K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 34.21% |
$874 - $954
|
51
$3.99K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$403 - $440
|
5.02K
$393K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.11% |
$134 - $147
|
1.79K
$140K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$67.2 - $73.4
|
2.25K
$176K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$67.2 - $73.4
|
698
$54.6K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$67.2 - $73.4
|
9.21K
$721K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.03% |
$67.2 - $73.4
|
3.24K
$254K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.12% |
$67.2 - $73.4
|
869
$68K
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.01% |
$67.2 - $73.4
|
7.27K
$569K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11- 0.29% |
$739 - $807
|
3.81K
$298K
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-36- 0.81% |
$2.42K - $2.64K
|
4.39K
$344K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-77- 0.65% |
$5.17K - $5.65K
|
11.8K
$923K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-85- 0.97% |
$5.71K - $6.23K
|
8.69K
$680K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-88- 0.47% |
$5.91K - $6.45K
|
18.5K
$1.45M
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-102- 1.09% |
$6.85K - $7.48K
|
9.27K
$725K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-118- 1.26% |
$7.93K - $8.66K
|
9.21K
$721K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-197- 2.38% |
$13.2K - $14.4K
|
8.1K
$633K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-207- 5.78% |
$13.9K - $15.2K
|
3.38K
$264K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-218- 4.23% |
$14.6K - $16K
|
4.93K
$386K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-323- 3.48% |
$21.7K - $23.7K
|
8.96K
$701K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-413- 0.7% |
$27.8K - $30.3K
|
58.9K
$4.61M
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-481- 0.43% |
$32.3K - $35.3K
|
111K
$8.67M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-522- 11.46% |
$35.1K - $38.3K
|
4.03K
$315K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-600- 3.6% |
$40.3K - $44K
|
16.1K
$1.26M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-832- 9.19% |
$55.9K - $61K
|
8.22K
$643K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-846- 19.83% |
$56.9K - $62.1K
|
3.42K
$268K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-937- 3.86% |
$63K - $68.7K
|
23.3K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.02K- 51.1% |
$68.5K - $74.7K
|
975
$76.3K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.03K- 6.92% |
$69.1K - $75.4K
|
13.8K
$1.08M
|