Purchases and Sales Made in Q3 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 2022. 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 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.4K+ 21.85% |
$171K - $208K
|
19K
$1.45M
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.31K+ 3.94% |
$167K - $202K
|
87.3K
$6.69M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.28K+ 8.25% |
$165K - $200K
|
43K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 26.19% |
$148K - $179K
|
14.2K
$1.08M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.87K+ 35.44% |
$145K - $175K
|
11K
$842K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.2K+ 86.66% |
$110K - $134K
|
4.73K
$363K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.39% |
$102K - $124K
|
19.9K
$1.52M
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.02K+ 3.42% |
$102K - $124K
|
61.1K
$4.69M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.01K+ 7.1% |
$101K - $122K
|
30.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.94K+ 38.83% |
$97.6K - $118K
|
6.93K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.9K+ 18.86% |
$95.3K - $116K
|
11.9K
$915K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.86K+ 5.42% |
$93.7K - $114K
|
36.2K
$2.78M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.73K+ 4.42% |
$87.1K - $106K
|
40.9K
$3.14M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.7K+ 12.75% |
$85.3K - $104K
|
15K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.61K+ 31.48% |
$80.8K - $98.1K
|
6.71K
$514K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.6K+ 21.94% |
$80.3K - $97.5K
|
8.88K
$680K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.52K+ 2525.0% |
$76.2K - $92.5K
|
1.58K
$121K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.51KNew |
$76K - $92.2K
|
1.51K
$116K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$75.5K - $91.6K
|
1.5K
$115K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
1.31K+ 4.98% |
$65.8K - $79.9K
|
27.6K
$2.11M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.1K+ 8.52% |
$55.5K - $67.3K
|
14.1K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
976New |
$49.1K - $59.6K
|
976
$74.8K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
960+ 5.51% |
$48.3K - $58.6K
|
18.4K
$1.41M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
875New |
$44K - $53.4K
|
875
$67.1K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
727+ 1.7% |
$36.6K - $44.4K
|
43.5K
$3.33M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
721+ 11.85% |
$36.3K - $44K
|
6.81K
$522K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
703New |
$35.4K - $42.9K
|
703
$53.9K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
674+ 11.75% |
$33.9K - $41.2K
|
6.41K
$491K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
631+ 2.36% |
$31.7K - $38.5K
|
27.4K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
625+ 7.63% |
$31.4K - $38.2K
|
8.82K
$676K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$27.7K - $33.6K
|
550
$42.2K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
547New |
$27.5K - $33.4K
|
547
$41.9K
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
460+ 10.98% |
$23.1K - $28.1K
|
4.65K
$356K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
421+ 2.87% |
$21.2K - $25.7K
|
15.1K
$1.16M
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
410+ 8.31% |
$20.6K - $25K
|
5.34K
$409K
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
405+ 2.24% |
$20.4K - $24.7K
|
18.5K
$1.42M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$18.6K - $22.6K
|
370
$28.4K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
359+ 3.98% |
$18.1K - $21.9K
|
9.38K
$719K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255New |
$12.8K - $15.6K
|
255
$19.5K
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
250+ 0.67% |
$12.6K - $15.3K
|
37.5K
$2.87M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
218+ 1.46% |
$11K - $13.3K
|
15.2K
$1.16M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
210+ 3.28% |
$10.6K - $12.8K
|
6.62K
$507K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$10.1K - $12.2K
|
200
$15.3K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127+ 1.42% |
$6.39K - $7.75K
|
9.06K
$694K
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
124+ 1.31% |
$6.24K - $7.57K
|
9.6K
$736K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
109+ 2.13% |
$5.48K - $6.66K
|
5.23K
$401K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
108+ 1.97% |
$5.43K - $6.59K
|
5.58K
$428K
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.33% |
$1.26K - $1.53K
|
7.63K
$585K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.22% |
$1.16K - $1.4K
|
10.4K
$795K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.31% |
$1.06K - $1.28K
|
6.85K
$525K
|