Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
979K
+ 130570.67%
$52.1M - $63.6M
980K $78.7M
Aug 13, 2024 Q4 2023
Correct Capital Wealth Management

Clayton, MO
BUY
 -
234K
New
$12.5M - $15.2M
234K $18.8M
Feb 13, 2024 Q4 2023
Victory Financial Group, LLC

Austin, TX
BUY
 -
182K
New
$9.69M - $11.8M
182K $14.6M
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
178K
New
$9.46M - $11.5M
178K $14.3M
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
170K
New
$9.03M - $11M
170K $13.6M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
169K
+ 24.66%
$8.99M - $11M
854K $68.6M
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

BUY
 -
153K
New
$8.12M - $9.9M
153K $12.2M
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
128K
New
$6.82M - $8.32M
128K $10.3M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
112K
+ 26.57%
$5.96M - $7.26M
533K $42.8M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
100K
+ 83.25%
$5.35M - $6.52M
221K $17.8M
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
87.9K
New
$4.68M - $5.71M
87.9K $7.06M
Jan 29, 2024 Q4 2023
Oxen Free Capital LLC

Satellite Beach, FL
BUY
 -
86K
New
$4.58M - $5.58M
86K $6.91M
Feb 08, 2024 Q4 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
82.2K
+ 55.94%
$4.38M - $5.34M
229K $18.4M
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
80.6K
+ 10.09%
$4.29M - $5.23M
880K $70.6M
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
78.1K
+ 376.35%
$4.16M - $5.07M
98.9K $7.94M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
48.4K
New
$2.58M - $3.14M
48.4K $3.88M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
37.2K
+ 12.62%
$1.98M - $2.42M
332K $26.7M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
32.1K
+ 4.88%
$1.71M - $2.08M
689K $55.3M
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
29.8K
+ 10.99%
$1.58M - $1.93M
301K $24.1M
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
29.4K
New
$1.56M - $1.91M
29.4K $2.36M
Jan 30, 2024 Q4 2023
Sfmg, LLC

BUY
 -
28.9K
New
$1.54M - $1.88M
28.9K $2.32M
Feb 12, 2024 Q4 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
27.3K
New
$1.45M - $1.77M
27.3K $2.19M
Jan 04, 2024 Q4 2023
Arden Trust CO

BUY
 -
26.7K
New
$1.42M - $1.73M
26.7K $2.14M
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
25.3K
+ 10.89%
$1.34M - $1.64M
257K $20.6M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
25K
+ 507.5%
$1.33M - $1.63M
30K $2.41M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
24.7K
New
$1.32M - $1.6M
24.7K $1.98M
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
24K
+ 12.65%
$1.28M - $1.56M
214K $17.2M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
22.5K
+ 68.59%
$1.2M - $1.46M
55.4K $4.45M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
21.9K
+ 41.3%
$1.17M - $1.42M
75K $6.02M
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
20.8K
New
$1.11M - $1.35M
20.8K $1.67M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
19.9K
+ 48.79%
$1.06M - $1.29M
60.6K $4.86M
Feb 20, 2024 Q4 2023
Prospect Financial Services LLC

Melville, NY
BUY
 -
19.6K
New
$1.04M - $1.27M
19.6K $1.57M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19.6K
+ 40.28%
$1.04M - $1.27M
68.2K $5.48M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
18.8K
New
$1M - $1.22M
18.8K $1.51M
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
18.5K
New
$986K - $1.2M
18.5K $1.49M
Jul 30, 2024 Q4 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
17.7K
New
$941K - $1.15M
17.7K $1.42M
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
16.7K
New
$887K - $1.08M
16.7K $1.34M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
16.3K
+ 2.74%
$867K - $1.06M
611K $49.1M
Feb 12, 2024 Q4 2023
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
16K
New
$852K - $1.04M
16K $1.28M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
15.9K
+ 8.46%
$848K - $1.03M
204K $16.4M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
14.6K
+ 125.53%
$777K - $947K
26.2K $2.11M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
13.7K
New
$731K - $891K
13.7K $1.1M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.7K
+ 3.87%
$729K - $888K
368K $29.5M
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
12.4K
+ 37.59%
$662K - $807K
45.5K $3.65M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
11.4K
New
$605K - $738K
11.4K $913K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
11.3K
+ 34.17%
$604K - $736K
44.6K $3.58M
Feb 14, 2024 Q4 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
11.3K
+ 50.75%
$602K - $734K
33.6K $2.7M
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
11.3K
New
$602K - $734K
11.3K $908K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11.1K
+ 27.09%
$590K - $719K
52K $4.17M

Track Institutional and Insider Activities on IMCG

Follow ISHARE MORNINGSTAR MID CAP GRO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IMCG shares.

Notify only if

Insider Trading

Get notified when an Ishare Morningstar Mid Cap Gro insider buys or sells IMCG shares.

Notify only if

News

Receive news related to ISHARE MORNINGSTAR MID CAP GRO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IMCG