Purchases and Sales Made in Q3 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q3 2024. 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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
919+ 6.16% |
$59.9K - $67.1K
|
15.8K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
918+ 5.73% |
$59.8K - $67K
|
16.9K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
902+ 4.69% |
$58.8K - $65.8K
|
20.2K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
848+ 0.93% |
$55.2K - $61.9K
|
92.3K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
705+ 3.54% |
$45.9K - $51.4K
|
20.6K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
702+ 10.62% |
$45.7K - $51.2K
|
7.32K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
669+ 5.99% |
$43.6K - $48.8K
|
11.8K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
651+ 8.8% |
$42.4K - $47.5K
|
8.05K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637New |
$41.5K - $46.5K
|
637
$48.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
618+ 1.27% |
$40.3K - $45.1K
|
49.3K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
607+ 2.73% |
$39.5K - $44.3K
|
22.8K
$1.75M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
594+ 119.28% |
$38.7K - $43.3K
|
1.09K
$83.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
583+ 4.78% |
$38K - $42.5K
|
12.8K
$979K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
551+ 2.1% |
$35.9K - $40.2K
|
26.8K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
514+ 10.14% |
$33.5K - $37.5K
|
5.59K
$428K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
475+ 4.55% |
$30.9K - $34.7K
|
10.9K
$836K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
448+ 5.24% |
$29.2K - $32.7K
|
8.99K
$689K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 6.4% |
$28.2K - $31.6K
|
7.2K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
400New |
$26.1K - $29.2K
|
400
$30.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
304+ 7.08% |
$19.8K - $22.2K
|
4.6K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
304+ 2.19% |
$19.8K - $22.2K
|
14.2K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
232+ 1.93% |
$15.1K - $16.9K
|
12.3K
$939K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
222New |
$14.5K - $16.2K
|
222
$17K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
187+ 1.99% |
$12.2K - $13.6K
|
9.58K
$734K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
178+ 1.26% |
$11.6K - $13K
|
14.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168+ 9.79% |
$10.9K - $12.3K
|
1.88K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
164+ 1.31% |
$10.7K - $12K
|
12.7K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
154+ 1.07% |
$10K - $11.2K
|
14.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
144+ 2.54% |
$9.38K - $10.5K
|
5.81K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
115+ 1.71% |
$7.49K - $8.39K
|
6.83K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105+ 55.26% |
$6.84K - $7.66K
|
295
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
98New |
$6.38K - $7.15K
|
98
$7.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
84+ 840.0% |
$5.47K - $6.13K
|
94
$7.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73+ 9.68% |
$4.76K - $5.33K
|
827
$63.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 0.31% |
$3.32K - $3.72K
|
16.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48New |
$3.13K - $3.5K
|
48
$3.68K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
45+ 0.36% |
$2.93K - $3.28K
|
12.5K
$962K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
45+ 0.47% |
$2.93K - $3.28K
|
9.72K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
33+ 1.57% |
$2.15K - $2.41K
|
2.14K
$164K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.05% |
$1.76K - $1.97K
|
49.9K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
25+ 0.19% |
$1.63K - $1.82K
|
13K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.61% |
$1.43K - $1.61K
|
3.65K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$977 - $1.09K
|
6.11K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
11+ 0.05% |
$717 - $803
|
22.2K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.24% |
$717 - $803
|
4.51K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.26% |
$652 - $730
|
3.82K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.21% |
$652 - $730
|
4.78K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$521 - $584
|
3.37K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$195 - $219
|
1.39K
$106K
|