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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.37K- 14.41% |
$67.2K - $78.7K
|
8.11K
$651K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.53K- 8.49% |
$75.3K - $88.3K
|
16.5K
$1.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 12.57% |
$79.7K - $93.4K
|
11.3K
$904K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 19.46% |
$89.8K - $105K
|
7.55K
$606K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.02K- 10.97% |
$99.2K - $116K
|
16.4K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-3.02K- 24.02% |
$149K - $174K
|
9.56K
$768K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-3.26K- 33.92% |
$160K - $188K
|
6.34K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.25K- 34.84% |
$209K - $245K
|
7.94K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.5K- 58.96% |
$221K - $260K
|
3.13K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.02K- 4.86% |
$247K - $290K
|
98.2K
$7.88M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.41K- 47.66% |
$266K - $312K
|
5.95K
$477K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.75K- 19.91% |
$283K - $332K
|
23.1K
$1.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-5.8K- 39.58% |
$285K - $335K
|
8.85K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.32K- 38.71% |
$311K - $365K
|
10K
$803K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-6.65K- 33.2% |
$327K - $384K
|
13.4K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.81K- 36.87% |
$335K - $393K
|
11.7K
$937K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-8.16K- 12.95% |
$401K - $471K
|
54.8K
$4.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-9.65K- 11.94% |
$475K - $557K
|
71.2K
$5.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 8.95% |
$497K - $582K
|
103K
$8.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.5K- 18.5% |
$615K - $721K
|
55.1K
$4.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-14.3K- 28.66% |
$703K - $824K
|
35.6K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 8.5% |
$754K - $884K
|
165K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-16.7K- 17.23% |
$820K - $962K
|
80.1K
$6.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.9K- 98.98% |
$879K - $1.03M
|
184
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.6K- 3.71% |
$965K - $1.13M
|
509K
$40.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 4.62% |
$990K - $1.16M
|
416K
$33.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-24.3K- 22.94% |
$1.19M - $1.4M
|
81.5K
$6.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25K- 15.82% |
$1.23M - $1.44M
|
133K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40.1K- 77.75% |
$1.97M - $2.31M
|
11.5K
$921K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.1K- 83.46% |
$2.07M - $2.43M
|
8.34K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103K- 20.01% |
$5.05M - $5.92M
|
410K
$32.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129K- 56.11% |
$6.36M - $7.46M
|
101K
$8.12M
|