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 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
674
+ 11.75%
$38K - $42.6K
6.41K $515K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
670
+ 9.12%
$37.8K - $42.3K
8.02K $644K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
657
+ 3.81%
$37.1K - $41.5K
17.9K $1.44M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
647
+ 1.92%
$36.5K - $40.9K
34.3K $2.76M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
617
+ 5.36%
$34.8K - $39K
12.1K $974K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
597
+ 2.24%
$33.7K - $37.7K
27.3K $2.19M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
593
New
$33.5K - $37.4K
593 $47.6K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
576
New
$32.5K - $36.4K
576 $46.2K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
500
+ 6.11%
$28.2K - $31.6K
8.68K $697K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
500
New
$28.2K - $31.6K
500 $40.1K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
388
+ 4.28%
$21.9K - $24.5K
9.45K $759K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
360
New
$20.3K - $22.7K
360 $28.9K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
325
+ 7.05%
$18.3K - $20.5K
4.93K $396K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
252
New
$14.2K - $15.9K
252 $20.2K
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
241
+ 0.8%
$13.6K - $15.2K
30.3K $2.43M
Oct 31, 2023 Q3 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
213
+ 2.82%
$12K - $13.5K
7.78K $624K
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
164
+ 0.49%
$9.25K - $10.4K
33.4K $2.68M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
156
New
$8.8K - $9.85K
156 $12.5K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
147
+ 0.38%
$8.29K - $9.28K
38.5K $3.09M
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
140
+ 1.6%
$7.9K - $8.84K
8.91K $715K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
128
+ 1.11%
$7.22K - $8.08K
11.6K $933K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
121
+ 2.37%
$6.83K - $7.64K
5.23K $420K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
111
+ 0.69%
$6.26K - $7.01K
16.2K $1.3M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
95
+ 1.83%
$5.36K - $6K
5.29K $424K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
85
+ 1.5%
$4.8K - $5.37K
5.77K $463K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
60
+ 0.21%
$3.39K - $3.79K
29.2K $2.35M
Nov 07, 2023 Q3 2023
Patron Partners, LLC

BUY
 -
31
+ 0.83%
$1.75K - $1.96K
3.78K $304K
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
19
+ 0.34%
$1.07K - $1.2K
5.58K $448K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
15
+ 0.08%
$846 - $947
19.7K $1.58M
Oct 20, 2023 Q3 2023
Ridgewood Investments LLC

SELL
 -
-1
- 0.01%
$56.4 - $63.2
7.75K $622K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

SELL
 -
-13
- 0.12%
$733 - $821
10.8K $866K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-20
- 0.33%
$1.13K - $1.26K
6.01K $482K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-32
- 0.42%
$1.81K - $2.02K
7.62K $612K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

SELL
 -
-37
- 0.7%
$2.09K - $2.34K
5.26K $422K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-54
- 0.29%
$3.05K - $3.41K
18.8K $1.51M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-60
- 0.55%
$3.39K - $3.79K
10.9K $877K
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

SELL
 -
-70
- 0.54%
$3.95K - $4.42K
12.9K $1.03M
Oct 24, 2023 Q3 2023
Cgc Financial Services, LLC

Lake Oswego, OR
SELL
 -
-82
- 0.99%
$4.63K - $5.18K
8.18K $657K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-97
- 2.0%
$5.47K - $6.13K
4.74K $381K
Oct 19, 2023 Q3 2023
Accel Wealth Management

SELL
 -
-101
- 1.31%
$5.7K - $6.38K
7.62K $612K
Oct 30, 2023 Q3 2023
Richwood Investment Advisors, LLC

SELL
 -
-225
- 5.14%
$12.7K - $14.2K
4.16K $334K
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-243
- 0.68%
$13.7K - $15.3K
35.4K $2.84M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-291
- 2.29%
$16.4K - $18.4K
12.4K $997K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

SELL
 -
-292
- 4.7%
$16.5K - $18.4K
5.92K $475K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-398
- 1.75%
$22.5K - $25.1K
22.3K $1.79M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-439
- 8.36%
$24.8K - $27.7K
4.81K $386K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-464
- 5.78%
$26.2K - $29.3K
7.57K $608K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
SELL
 -
-473
- 1.03%
$26.7K - $29.9K
45.4K $3.65M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-600
- 11.54%
$33.9K - $37.9K
4.6K $369K

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