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 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-695- 1.11% |
$39.2K - $43.9K
|
61.8K
$4.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-728- 2.29% |
$41.1K - $46K
|
31.1K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-884- 17.38% |
$49.9K - $55.8K
|
4.2K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-893- 10.02% |
$50.4K - $56.4K
|
8.02K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-905Closed |
$51.1K - $57.2K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-953- 2.05% |
$53.8K - $60.2K
|
45.6K
$3.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.05K- 5.17% |
$59K - $66.1K
|
19.2K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 2.39% |
$67.6K - $75.7K
|
48.9K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.44K- 0.7% |
$81.3K - $91K
|
204K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.8K- 25.59% |
$101K - $113K
|
5.22K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.86K- 34.62% |
$105K - $117K
|
3.51K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-1.87K- 32.23% |
$106K - $118K
|
3.94K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.95K- 2.89% |
$110K - $123K
|
65.5K
$5.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.98K- 6.61% |
$168K - $188K
|
42.1K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.1K- 0.39% |
$175K - $195K
|
799K
$64.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.35K- 17.2% |
$189K - $212K
|
16.1K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.6K- 6.32% |
$203K - $227K
|
53.4K
$4.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-4K- 1.72% |
$226K - $253K
|
229K
$18.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.34K- 37.46% |
$245K - $274K
|
7.25K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.49K- 33.28% |
$253K - $283K
|
9K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-4.53K- 1.65% |
$256K - $286K
|
270K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.58K- 65.6% |
$258K - $289K
|
2.4K
$193K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.59K- 26.8% |
$259K - $290K
|
12.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.42K- 21.12% |
$306K - $342K
|
20.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.56K- 26.0% |
$370K - $415K
|
18.7K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.67K- 31.54% |
$489K - $548K
|
18.8K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.22K- 17.84% |
$520K - $582K
|
42.5K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-20.5K- 55.08% |
$1.16M - $1.29M
|
16.7K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-53.9K- 86.68% |
$3.04M - $3.41M
|
8.29K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-62.5K- 30.07% |
$3.53M - $3.95M
|
145K
$11.7M
|