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 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 9.51% |
$101K - $113K
|
14.8K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.67K- 9.13% |
$109K - $122K
|
16.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.93K- 14.82% |
$126K - $141K
|
11.1K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.04K- 6.75% |
$133K - $149K
|
28.2K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.17K- 19.56% |
$141K - $158K
|
8.91K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.19K- 2.57% |
$142K - $160K
|
82.9K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 8.12% |
$146K - $164K
|
25.4K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.35K- 22.87% |
$153K - $171K
|
7.91K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.46K- 9.12% |
$225K - $252K
|
34.4K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.5K- 43.71% |
$228K - $256K
|
4.51K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.81K- 4.17% |
$248K - $278K
|
87.6K
$6.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.89K- 23.71% |
$253K - $284K
|
12.5K
$959K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 3.34% |
$276K - $309K
|
122K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 11.51% |
$286K - $321K
|
33.8K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.76K- 18.65% |
$375K - $420K
|
25.1K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.47K- 1.64% |
$421K - $472K
|
387K
$29.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.76K- 2.68% |
$506K - $566K
|
281K
$21.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-8.13K- 28.24% |
$529K - $593K
|
20.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.47K- 20.35% |
$552K - $618K
|
33.1K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 27.66% |
$557K - $623K
|
22.3K
$1.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.52K- 28.43% |
$620K - $695K
|
24K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 8.15% |
$701K - $785K
|
121K
$9.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-13.7K- 4.06% |
$890K - $997K
|
323K
$24.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.2K- 84.29% |
$1.18M - $1.33M
|
3.39K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20.1K- 35.16% |
$1.31M - $1.47M
|
37.1K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.8K- 21.67% |
$1.55M - $1.74M
|
86K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.1K- 53.71% |
$1.83M - $2.05M
|
24.2K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-28.4K- 27.12% |
$1.85M - $2.07M
|
76.3K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.7K- 88.77% |
$2.19M - $2.46M
|
4.26K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.2K- 16.9% |
$2.36M - $2.64M
|
178K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-79.6K- 15.37% |
$5.19M - $5.81M
|
438K
$33.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-88.2K- 42.56% |
$5.75M - $6.44M
|
119K
$9.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-94.6K- 16.77% |
$6.16M - $6.9M
|
470K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 16.4% |
$7.71M - $8.64M
|
603K
$46.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 13.78% |
$8.26M - $9.25M
|
794K
$60.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-215K- 98.53% |
$14M - $15.7M
|
3.2K
$245K
|