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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 4.26% |
$78.6K - $85.7K
|
26.3K
$2.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.27K- 7.81% |
$85.3K - $93.2K
|
15K
$1.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.41K- 2.76% |
$94.7K - $103K
|
49.6K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 79.91% |
$97.8K - $107K
|
366
$28.6K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 14.42% |
$101K - $110K
|
8.93K
$699K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.67KClosed |
$112K - $123K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.8K- 25.64% |
$121K - $132K
|
5.21K
$407K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.4K- 3.24% |
$161K - $176K
|
71.5K
$5.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.43K- 12.47% |
$163K - $178K
|
17K
$1.33M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.46K- 11.52% |
$165K - $181K
|
18.9K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-2.58K- 3.46% |
$173K - $189K
|
72K
$5.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.24KClosed |
$218K - $238K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.54KClosed |
$238K - $259K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.09KClosed |
$275K - $300K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.64KClosed |
$312K - $341K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-5.15K- 12.19% |
$346K - $378K
|
37.1K
$2.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5.33K- 12.57% |
$358K - $391K
|
37.1K
$2.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.44K- 63.59% |
$366K - $399K
|
3.12K
$244K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-6.34K- 2.99% |
$426K - $465K
|
206K
$16.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.41KClosed |
$431K - $470K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.37KClosed |
$495K - $540K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8.31K- 20.54% |
$559K - $610K
|
32.2K
$2.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.57KClosed |
$576K - $629K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.58K- 74.3% |
$577K - $629K
|
2.97K
$232K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.62K- 1.83% |
$579K - $632K
|
463K
$36.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.64K- 5.21% |
$580K - $633K
|
157K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 1.94% |
$717K - $782K
|
539K
$42.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-11.3K- 75.42% |
$761K - $831K
|
3.69K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-15.7KClosed |
$1.05M - $1.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-15.8K- 52.39% |
$1.06M - $1.16M
|
14.3K
$1.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17.2K- 96.64% |
$1.15M - $1.26M
|
596
$46.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3KClosed |
$1.16M - $1.27M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.7KClosed |
$1.19M - $1.3M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-20.7KClosed |
$1.39M - $1.51M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 3.3% |
$1.47M - $1.6M
|
640K
$50M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 63.16% |
$1.48M - $1.62M
|
12.9K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-23.8K- 19.01% |
$1.6M - $1.75M
|
102K
$7.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 16.3% |
$2.1M - $2.29M
|
160K
$12.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.2K- 65.63% |
$2.1M - $2.29M
|
16.4K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.9K- 59.99% |
$2.21M - $2.41M
|
21.9K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-38.9KClosed |
$2.62M - $2.86M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.2KClosed |
$2.7M - $2.95M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
SELL
|
- |
-132K- 43.4% |
$8.88M - $9.7M
|
172K
$13.5M
|