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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.66K- 30.35% |
$234K - $284K
|
10.7K
$819K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.79K- 26.84% |
$291K - $353K
|
15.8K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-6.16K- 27.81% |
$310K - $376K
|
16K
$1.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-6.76K- 38.66% |
$340K - $413K
|
10.7K
$822K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.09K- 36.79% |
$357K - $433K
|
12.2K
$934K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.1K- 11.73% |
$357K - $434K
|
53.4K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.44K- 12.32% |
$375K - $455K
|
53K
$4.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.92K- 50.91% |
$398K - $483K
|
7.64K
$585K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-8.86K- 33.62% |
$446K - $541K
|
17.5K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.8K- 10.18% |
$643K - $780K
|
113K
$8.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.4K- 17.56% |
$724K - $879K
|
67.6K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.5K- 63.62% |
$1.44M - $1.74M
|
16.3K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.1K- 60.99% |
$2.27M - $2.76M
|
28.9K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.7K- 28.09% |
$3.11M - $3.77M
|
158K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.9K- 13.48% |
$3.42M - $4.15M
|
436K
$33.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-74K- 22.95% |
$3.72M - $4.52M
|
248K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.7K- 15.47% |
$4.61M - $5.6M
|
501K
$38.4M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-119K- 33.98% |
$5.97M - $7.24M
|
230K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-128K- 20.45% |
$6.45M - $7.83M
|
499K
$38.2M
|