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
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.3KNew |
$310K - $363K
|
6.3K
$506K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.25KNew |
$307K - $360K
|
6.25K
$501K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.15K+ 10.17% |
$303K - $355K
|
66.6K
$5.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.06KNew |
$298K - $350K
|
6.06K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.89K+ 6.21% |
$290K - $340K
|
101K
$8.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.66K+ 13.03% |
$279K - $327K
|
49.1K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.47KNew |
$269K - $315K
|
5.47K
$439K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 51.3% |
$258K - $302K
|
15.4K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.95KNew |
$244K - $286K
|
4.95K
$397K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.76K+ 3.14% |
$234K - $275K
|
156K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.39KNew |
$216K - $253K
|
4.39K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.3KNew |
$212K - $248K
|
4.3K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 32.42% |
$209K - $245K
|
17.4K
$1.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.25K+ 418.21% |
$209K - $245K
|
5.27K
$423K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
4.04KNew |
$199K - $233K
|
4.04K
$324K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.01KNew |
$197K - $231K
|
4.01K
$322K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$196K - $230K
|
3.98K
$320K
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
3.94K+ 24.66% |
$194K - $228K
|
19.9K
$1.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.85K+ 27.4% |
$189K - $222K
|
17.9K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.72KNew |
$183K - $214K
|
3.72K
$298K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.7K+ 41.69% |
$182K - $213K
|
12.6K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.5KNew |
$172K - $202K
|
3.5K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.43K+ 16.34% |
$169K - $198K
|
24.4K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.36KNew |
$165K - $194K
|
3.36K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.31K+ 19.16% |
$163K - $191K
|
20.6K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.22K+ 17.99% |
$158K - $186K
|
21.1K
$1.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.21K+ 8.06% |
$158K - $185K
|
43.1K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2K+ 6.7% |
$98.5K - $116K
|
31.9K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 27.67% |
$93.3K - $109K
|
8.75K
$702K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.73K+ 137.6% |
$85.2K - $99.9K
|
2.99K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66KNew |
$81.8K - $95.9K
|
1.66K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.59KNew |
$78.2K - $91.7K
|
1.59K
$128K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.56K+ 38.2% |
$76.8K - $90K
|
5.64K
$453K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.38K+ 15.65% |
$67.9K - $79.6K
|
10.2K
$819K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.37KNew |
$67.2K - $78.8K
|
1.37K
$110K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.29K+ 4.73% |
$63.6K - $74.6K
|
28.6K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.02K+ 2.5% |
$50.4K - $59.1K
|
41.9K
$3.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
950+ 1.7% |
$46.7K - $54.8K
|
56.8K
$4.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
876+ 17.32% |
$43.1K - $50.5K
|
5.94K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
810+ 7.82% |
$39.9K - $46.7K
|
11.2K
$897K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
688+ 13.14% |
$33.8K - $39.7K
|
5.92K
$475K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
635+ 4.49% |
$31.2K - $36.6K
|
14.8K
$1.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
619+ 9.36% |
$30.5K - $35.7K
|
7.23K
$581K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
580+ 14.34% |
$28.5K - $33.5K
|
4.63K
$371K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
503+ 0.82% |
$24.7K - $29K
|
61.6K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
479+ 4.01% |
$23.6K - $27.6K
|
12.4K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
376+ 8.7% |
$18.5K - $21.7K
|
4.7K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
358+ 2.23% |
$17.6K - $20.7K
|
16.4K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
331+ 3.01% |
$16.3K - $19.1K
|
11.3K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
242+ 2.27% |
$11.9K - $14K
|
10.9K
$877K
|