Purchases and Sales Made in Q4 2022 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
294K+ 50.57% |
$14.5M - $17M
|
877K
$70.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
198KNew |
$9.76M - $11.4M
|
198K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
161KNew |
$7.93M - $9.3M
|
161K
$12.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
124K+ 49.98% |
$6.11M - $7.16M
|
373K
$29.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 240.34% |
$5.59M - $6.55M
|
161K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98K+ 51.21% |
$4.82M - $5.66M
|
289K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.5K+ 15.74% |
$4.16M - $4.88M
|
621K
$49.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
80K+ 1807.82% |
$3.94M - $4.61M
|
84.4K
$6.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
73.7KNew |
$3.63M - $4.25M
|
73.7K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.2K+ 32.52% |
$3.55M - $4.16M
|
294K
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
71.2K+ 450.91% |
$3.5M - $4.11M
|
86.9K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
64.5KNew |
$3.17M - $3.72M
|
64.5K
$5.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
57.2K+ 11.47% |
$2.81M - $3.3M
|
556K
$44.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
52.6K+ 1131.48% |
$2.59M - $3.04M
|
57.3K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.3K+ 110.13% |
$2.33M - $2.73M
|
90.3K
$7.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.8KNew |
$2.2M - $2.58M
|
44.8K
$3.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 661.35% |
$1.81M - $2.13M
|
42.5K
$3.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 40.56% |
$1.77M - $2.08M
|
125K
$10M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
31.6K+ 10.69% |
$1.55M - $1.82M
|
327K
$26.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.7K+ 363.69% |
$1.51M - $1.77M
|
39.1K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
28.9K+ 6.74% |
$1.42M - $1.66M
|
457K
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
27.6KNew |
$1.36M - $1.59M
|
27.6K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.2K+ 15.03% |
$1.29M - $1.51M
|
201K
$16.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
26.1K+ 507.79% |
$1.29M - $1.51M
|
31.3K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 113.0% |
$1.05M - $1.24M
|
40.4K
$3.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
20.8K+ 12.36% |
$1.02M - $1.2M
|
189K
$15.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
18.5KNew |
$912K - $1.07M
|
18.5K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18K+ 113.69% |
$887K - $1.04M
|
33.9K
$2.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18K+ 3.32% |
$886K - $1.04M
|
560K
$45M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18K+ 34.98% |
$885K - $1.04M
|
69.4K
$5.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.2K+ 44.57% |
$795K - $932K
|
52.4K
$4.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
16K+ 18.33% |
$787K - $923K
|
103K
$8.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
15.9K+ 114.61% |
$784K - $920K
|
29.8K
$2.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.2K+ 1774.15% |
$746K - $875K
|
16K
$1.29M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
15.1KNew |
$745K - $873K
|
15.1K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.4K+ 109.82% |
$658K - $772K
|
25.6K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 7.81% |
$629K - $738K
|
177K
$14.2M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.6KNew |
$619K - $726K
|
12.6K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 2.26% |
$558K - $654K
|
512K
$41.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 68.56% |
$511K - $600K
|
25.6K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.56K+ 18.05% |
$470K - $552K
|
62.5K
$5.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.38K+ 168.08% |
$461K - $541K
|
15K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.22K+ 17.25% |
$454K - $532K
|
62.7K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.89KNew |
$438K - $513K
|
8.89K
$714K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
8.84KNew |
$435K - $510K
|
8.84K
$710K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
8.46KNew |
$416K - $488K
|
8.46K
$679K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.03KNew |
$395K - $463K
|
8.03K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.93KNew |
$390K - $458K
|
7.93K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
7.85K+ 20.95% |
$386K - $453K
|
45.3K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.46K+ 93.18% |
$318K - $373K
|
13.4K
$1.08M
|