Purchases and Sales Made in Q4 2023 in Ishare Morningstar Mid Cap Gro (IMCG)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10.9K+ 71.73% |
$581K - $709K
|
26.1K
$2.1M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10.9KNew |
$579K - $706K
|
10.9K
$874K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.75K+ 9.67% |
$466K - $568K
|
99.2K
$7.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.43K+ 7.35% |
$449K - $547K
|
123K
$9.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.7K+ 94.19% |
$410K - $500K
|
15.9K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.65K+ 9.63% |
$407K - $496K
|
87.1K
$6.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.34KNew |
$337K - $411K
|
6.34K
$509K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.17KNew |
$329K - $401K
|
6.17K
$495K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.08K+ 29.05% |
$324K - $395K
|
27K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.99KNew |
$319K - $389K
|
5.99K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
5.61KNew |
$298K - $364K
|
5.61K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.53K+ 1.22% |
$294K - $359K
|
459K
$36.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.34KNew |
$284K - $347K
|
5.34K
$429K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.17K+ 6.52% |
$275K - $335K
|
84.4K
$6.78M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.96KNew |
$264K - $322K
|
4.96K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.94KNew |
$263K - $320K
|
4.94K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.88KNew |
$260K - $317K
|
4.88K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.85K+ 47.57% |
$258K - $315K
|
15K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.74K+ 4.68% |
$252K - $308K
|
106K
$8.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.61K+ 23.95% |
$245K - $299K
|
23.8K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.17KNew |
$222K - $271K
|
4.17K
$335K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4.14KNew |
$220K - $268K
|
4.14K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.95K+ 61.6% |
$210K - $256K
|
10.4K
$831K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
BUY
|
- |
3.82K+ 12.72% |
$203K - $248K
|
33.9K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.8KNew |
$202K - $247K
|
3.8K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.78K+ 14.58% |
$201K - $245K
|
29.7K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.78KNew |
$201K - $245K
|
3.78K
$303K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.7K+ 46.08% |
$197K - $240K
|
11.7K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6KNew |
$191K - $233K
|
3.6K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3.53KNew |
$188K - $229K
|
3.53K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.53KNew |
$188K - $229K
|
3.53K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.45KNew |
$184K - $224K
|
3.45K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.45KNew |
$184K - $224K
|
3.45K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.44KNew |
$183K - $223K
|
3.44K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.37KNew |
$179K - $219K
|
3.37K
$270K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.35KNew |
$178K - $217K
|
3.35K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.3KNew |
$175K - $214K
|
3.3K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.24KNew |
$172K - $210K
|
3.24K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.13KNew |
$167K - $203K
|
3.13K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.08K+ 14.26% |
$164K - $200K
|
24.7K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.98K+ 10.93% |
$159K - $194K
|
30.3K
$2.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.4K+ 35.56% |
$128K - $156K
|
9.15K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.1K+ 8.3% |
$112K - $136K
|
27.4K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08K+ 23.07% |
$111K - $135K
|
11.1K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.07KNew |
$110K - $135K
|
2.07K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.02K+ 0.41% |
$107K - $131K
|
498K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.01K+ 37.37% |
$107K - $131K
|
7.4K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.99K+ 24.01% |
$106K - $129K
|
10.3K
$823K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.95K+ 25.53% |
$104K - $126K
|
9.57K
$768K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$102K - $124K
|
1.91K
$154K
|