Purchases and Sales Made in Q3 2023 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 2023. 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, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 20.51% |
$7.3M - $8.17M
|
760K
$61M
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
123KNew |
$6.94M - $7.77M
|
123K
$9.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.3K+ 51.76% |
$5.21M - $5.83M
|
271K
$21.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
60.8KNew |
$3.43M - $3.84M
|
60.8K
$4.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50.5K+ 99.42% |
$2.85M - $3.19M
|
101K
$8.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.9K+ 34.23% |
$2.36M - $2.65M
|
164K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.7KNew |
$2.3M - $2.57M
|
40.7K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.4K+ 220.95% |
$2.28M - $2.55M
|
58.7K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.1K+ 6.33% |
$2.21M - $2.47M
|
657K
$52.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37.3K+ 19.14% |
$2.1M - $2.35M
|
232K
$18.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
34.1K+ 59850.88% |
$1.92M - $2.15M
|
34.2K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.8K+ 5.19% |
$1.91M - $2.13M
|
685K
$55M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
33.2K+ 31.9% |
$1.87M - $2.1M
|
137K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.8K+ 34.27% |
$1.85M - $2.07M
|
128K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31.1K+ 7.83% |
$1.76M - $1.96M
|
429K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.6K+ 16.42% |
$1.5M - $1.68M
|
188K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.7K+ 15.62% |
$1.45M - $1.62M
|
190K
$15.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
25.5K+ 21.03% |
$1.44M - $1.61M
|
147K
$11.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
25.3KNew |
$1.43M - $1.6M
|
25.3K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 20.51% |
$1.4M - $1.57M
|
146K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 105.06% |
$1.26M - $1.41M
|
43.5K
$3.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 7.98% |
$1.23M - $1.38M
|
295K
$23.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21.6KNew |
$1.22M - $1.37M
|
21.6K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.6K+ 4.76% |
$1.16M - $1.3M
|
453K
$36.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.5K+ 14.56% |
$985K - $1.1M
|
137K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
17.2K+ 16.54% |
$971K - $1.09M
|
121K
$9.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 2.89% |
$944K - $1.06M
|
595K
$47.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 30.81% |
$879K - $984K
|
66.2K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15.3K+ 2.56% |
$864K - $967K
|
613K
$49.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15.2KNew |
$859K - $962K
|
15.2K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 3.73% |
$856K - $958K
|
421K
$33.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5K+ 18.45% |
$708K - $792K
|
80.5K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9KNew |
$673K - $753K
|
11.9K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 3.1% |
$600K - $672K
|
354K
$28.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 24.64% |
$592K - $662K
|
53.1K
$4.26M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4K+ 89.92% |
$586K - $656K
|
22K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.96K+ 36.97% |
$506K - $566K
|
33.2K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.1K+ 14.32% |
$457K - $511K
|
64.6K
$5.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.6K+ 1.56% |
$429K - $480K
|
496K
$39.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.53K+ 29.46% |
$425K - $475K
|
33.1K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.52K+ 9.06% |
$424K - $475K
|
90.5K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.46K+ 17.12% |
$421K - $471K
|
51.1K
$4.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.23K+ 14.34% |
$408K - $457K
|
57.7K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.85KNew |
$387K - $433K
|
6.85K
$550K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.7K+ 52.82% |
$378K - $423K
|
19.4K
$1.56M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.05K+ 8.27% |
$341K - $382K
|
79.2K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.96KNew |
$336K - $377K
|
5.96K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.88K+ 87.6% |
$332K - $372K
|
12.6K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.87KNew |
$331K - $371K
|
5.87K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.41KNew |
$305K - $342K
|
5.41K
$435K
|