Purchases and Sales Made in Q3 2023 in Ishare Morningstar Mid Cap Gro (IMCG)

IMCG Quotes by TradingView

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 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
5.38K
New
$304K - $340K
5.38K $432K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
4.99K
+ 1.37%
$281K - $315K
370K $29.7M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
4.92K
+ 15.54%
$277K - $311K
36.6K $2.93M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
4.83K
+ 2.94%
$272K - $305K
169K $13.6M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
4.8K
New
$271K - $303K
4.8K $386K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.8K
+ 25.38%
$271K - $303K
23.7K $1.9M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
4.36K
+ 8.72%
$246K - $275K
54.3K $4.36M
Nov 14, 2023 Q3 2023
Verde Capital Management

BUY
 -
4.12K
+ 15.87%
$232K - $260K
30.1K $2.41M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.04K
+ 9.06%
$228K - $255K
48.6K $3.9M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.03K
+ 98.1%
$227K - $255K
8.14K $654K
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
3.88K
New
$219K - $245K
3.88K $312K
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
3.88K
New
$219K - $245K
3.88K $311K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
3.72K
New
$210K - $235K
3.72K $298K
Nov 13, 2023 Q3 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
3.71K
+ 22.6%
$209K - $234K
20.1K $1.62M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
3.65K
+ 25.94%
$206K - $230K
17.7K $1.42M
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
3.55K
New
$200K - $224K
3.55K $285K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
3.36K
+ 4.4%
$189K - $212K
79.6K $6.39M
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
3.28K
+ 18.57%
$185K - $207K
20.9K $1.68M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
3.21K
+ 4.22%
$181K - $203K
79.4K $6.37M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
3.2K
+ 14.78%
$180K - $202K
24.8K $1.99M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.94K
+ 40.58%
$166K - $186K
10.2K $818K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
2.77K
+ 30.61%
$156K - $175K
11.8K $947K
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
2.48K
+ 9.08%
$140K - $156K
29.8K $2.39M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
2.18K
+ 15.42%
$123K - $138K
16.3K $1.31M
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
2K
+ 8.35%
$113K - $126K
25.9K $2.08M
Oct 19, 2023 Q3 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
1.91K
+ 44.03%
$108K - $121K
6.26K $503K
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
1.88K
+ 2.57%
$106K - $119K
75K $6.02M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.76K
+ 9.24%
$99.1K - $111K
20.8K $1.67M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.71K
+ 17.81%
$96.5K - $108K
11.3K $908K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
1.68K
New
$94.6K - $106K
1.68K $135K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.58K
+ 1.39%
$88.9K - $99.5K
115K $9.2M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.54K
+ 1.3%
$87.1K - $97.5K
121K $9.69M
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
1.5K
+ 8.46%
$84.6K - $94.7K
19.2K $1.54M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
1.39K
+ 17.64%
$78.4K - $87.7K
9.26K $744K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.33K
+ 8.6%
$75K - $83.9K
16.8K $1.35M
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
1.27K
+ 24.78%
$71.7K - $80.3K
6.4K $514K
Oct 31, 2023 Q3 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.26K
+ 0.8%
$71K - $79.5K
159K $12.8M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.24K
+ 9.82%
$69.8K - $78.1K
13.8K $1.11M
Nov 13, 2023 Q3 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
1.24K
+ 92.86%
$69.7K - $78K
2.57K $206K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
988
+ 23.14%
$55.7K - $62.4K
5.26K $422K
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
966
+ 3.34%
$54.5K - $61K
29.9K $2.4M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
914
+ 23.83%
$51.6K - $57.7K
4.75K $381K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
870
+ 58.98%
$49.1K - $54.9K
2.35K $188K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
818
New
$46.2K - $51.7K
818 $65.7K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
806
New
$45.5K - $50.9K
806 $64.7K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
802
+ 14.85%
$45.2K - $50.6K
6.2K $498K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
771
+ 2.5%
$43.5K - $48.7K
31.6K $2.54M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
707
+ 1.76%
$39.9K - $44.6K
40.9K $3.28M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
689
+ 9.09%
$38.9K - $43.5K
8.27K $664K

Track Institutional and Insider Activities on IMCG

Follow ISHARE MORNINGSTAR MID CAP GRO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IMCG shares.

Notify only if

Insider Trading

Get notified when an Ishare Morningstar Mid Cap Gro insider buys or sells IMCG shares.

Notify only if

News

Receive news related to ISHARE MORNINGSTAR MID CAP GRO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IMCG