Purchases and Sales Made in Q4 2022 in Ishare Morningstar Mid Cap Gro (IMCG)

IMCG Quotes by TradingView

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
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
210
New
$10.3K - $12.1K
210 $16.9K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
198
+ 4.03%
$9.74K - $11.4K
5.11K $410K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
178
New
$8.76K - $10.3K
178 $14.3K
Feb 14, 2023 Q4 2022
Willner & Heller, LLC

BUY
 -
162
+ 2.12%
$7.97K - $9.35K
7.79K $625K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
125
+ 208.33%
$6.15K - $7.21K
185 $14.9K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
112
New
$5.51K - $6.46K
112 $8.99K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
83
+ 5.53%
$4.08K - $4.79K
1.58K $127K
Feb 02, 2023 Q4 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
76
+ 0.18%
$3.74K - $4.38K
42.9K $3.45M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
70
+ 1.2%
$3.44K - $4.04K
5.92K $475K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
40
+ 9.37%
$1.97K - $2.31K
467 $37.5K
Feb 10, 2023 Q4 2022
Signature Securities Group Corporation

BUY
 -
32
+ 0.21%
$1.57K - $1.85K
15K $1.21M
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
27
+ 0.61%
$1.33K - $1.56K
4.44K $357K
Jan 19, 2023 Q4 2022
Wealth Care Investment Partners, LLC

BUY
 -
13
+ 0.33%
$640 - $750
3.98K $320K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3
+ 0.34%
$148 - $173
878 $70.5K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3
+ 0.03%
$148 - $173
9.06K $727K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
2
+ 0.4%
$98.4 - $115
504 $40.5K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
2
+ 0.28%
$98.4 - $115
705 $56.6K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1
+ 0.0%
$49.2 - $57.7
30.1K $2.42M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-4
- 0.02%
$197 - $231
20.5K $1.65M
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-10
- 0.86%
$492 - $577
1.16K $92.9K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-11
- 0.29%
$541 - $635
3.75K $301K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-112
- 1.05%
$5.51K - $6.46K
10.6K $849K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

SELL
 -
-120
- 1.08%
$5.9K - $6.92K
11K $881K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-161
- 1.55%
$7.92K - $9.29K
10.2K $820K
Jan 23, 2023 Q4 2022
Rovin Capital

SELL
 -
-180
- 0.65%
$8.86K - $10.4K
27.4K $2.2M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

SELL
 -
-180
- 5.12%
$8.86K - $10.4K
3.33K $268K
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-283
- 1.62%
$13.9K - $16.3K
17.2K $1.38M
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-285
- 1.19%
$14K - $16.4K
23.7K $1.91M
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-412
- 0.63%
$20.3K - $23.8K
65.2K $5.23M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-523
- 2.7%
$25.7K - $30.2K
18.9K $1.51M
Jan 24, 2023 Q4 2022
Matrix Trust CO

SELL
 -
-530
- 0.33%
$26.1K - $30.6K
160K $12.9M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

SELL
 -
-534
- 1.16%
$26.3K - $30.8K
45.5K $3.65M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-547
Closed
$26.9K - $31.6K
0 $0
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-600
- 22.63%
$29.5K - $34.6K
2.05K $165K
Feb 06, 2023 Q4 2022
Mattern Wealth Management LLC

SELL
 -
-603
- 11.57%
$29.7K - $34.8K
4.61K $370K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-696
- 2.3%
$34.2K - $40.2K
29.6K $2.37M
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-703
- 5.07%
$34.6K - $40.6K
13.2K $1.06M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-801
- 11.77%
$39.4K - $46.2K
6.01K $482K
Jan 13, 2023 Q4 2022
Stewardship Advisors, LLC

SELL
 -
-820
- 3.27%
$40.3K - $47.3K
24.2K $1.95M
Jan 17, 2023 Q4 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-828
- 15.5%
$40.7K - $47.8K
4.52K $362K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-876
- 8.23%
$43.1K - $50.5K
9.77K $784K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-899
- 42.91%
$44.2K - $51.9K
1.2K $96K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-990
- 3.97%
$48.7K - $57.1K
24K $1.92M
Feb 06, 2023 Q4 2022
Neumann Capital Management, LLC

SELL
 -
-1K
- 5.51%
$49.2K - $57.7K
17.2K $1.38M
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-1.03K
- 15.38%
$50.8K - $59.5K
5.68K $456K
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

SELL
 -
-1.19K
- 3.43%
$58.5K - $68.7K
33.5K $2.69M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.24K
- 3.38%
$61K - $71.5K
35.5K $2.85M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-1.24K
- 3.38%
$61K - $71.5K
35.5K $2.85M
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

SELL
 -
-1.34K
- 26.45%
$65.8K - $77.1K
3.72K $298K

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