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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.79K+ 1.3% |
$95.3K - $116K
|
139K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.79K+ 1.3% |
$95.3K - $116K
|
139K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.65KNew |
$88K - $107K
|
1.65K
$133K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.63K+ 3.2% |
$86.9K - $106K
|
52.7K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.3K+ 21.83% |
$69.3K - $84.5K
|
7.27K
$583K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.3KNew |
$69.2K - $84.4K
|
1.3K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.18K+ 21.05% |
$62.6K - $76.3K
|
6.76K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.11K+ 6.83% |
$59.3K - $72.3K
|
17.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.09K+ 18.5% |
$57.8K - $70.5K
|
6.96K
$558K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$80.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$53.3K - $65K
|
1K
$80.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
987+ 10.66% |
$52.5K - $64.1K
|
10.2K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
985+ 7.82% |
$52.4K - $63.9K
|
13.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
975+ 26.23% |
$51.9K - $63.3K
|
4.69K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
948+ 5.88% |
$50.5K - $61.5K
|
17.1K
$1.37M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
899+ 11.54% |
$47.9K - $58.3K
|
8.69K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
828+ 23.31% |
$44.1K - $53.7K
|
4.38K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
776+ 6.51% |
$41.3K - $50.4K
|
12.7K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
720+ 2.04% |
$38.3K - $46.7K
|
36.1K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
719+ 2.09% |
$38.3K - $46.7K
|
35.1K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
707+ 1.93% |
$37.6K - $45.9K
|
37.3K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
637+ 0.97% |
$33.9K - $41.3K
|
66.1K
$5.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
621+ 7.98% |
$33.1K - $40.3K
|
8.4K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
613+ 11.32% |
$32.6K - $39.8K
|
6.03K
$484K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
574+ 4.73% |
$30.6K - $37.3K
|
12.7K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
545+ 0.95% |
$29K - $35.4K
|
58.2K
$4.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
444+ 11.46% |
$23.6K - $28.8K
|
4.32K
$347K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
425+ 18.12% |
$22.6K - $27.6K
|
2.77K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
382+ 151.59% |
$20.3K - $24.8K
|
634
$50.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
348New |
$18.5K - $22.6K
|
348
$27.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
341+ 6.49% |
$18.2K - $22.1K
|
5.6K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
330+ 3.71% |
$17.6K - $21.4K
|
9.24K
$741K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
302+ 5.77% |
$16.1K - $19.6K
|
5.54K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
301+ 3.76% |
$16K - $19.5K
|
8.32K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
286+ 0.05% |
$15.2K - $18.6K
|
613K
$49.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
283+ 1.14% |
$15.1K - $18.4K
|
25.1K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
279+ 5.31% |
$14.9K - $18.1K
|
5.53K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
274+ 3.37% |
$14.6K - $17.8K
|
8.42K
$676K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
238New |
$12.7K - $15.4K
|
238
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
224+ 2.37% |
$11.9K - $14.5K
|
9.68K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
180New |
$9.58K - $11.7K
|
180
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
175+ 2.31% |
$9.32K - $11.4K
|
7.74K
$622K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
147New |
$7.83K - $9.54K
|
147
$11.8K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
115New |
$6.12K - $7.46K
|
115
$9.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105New |
$5.59K - $6.81K
|
105
$8.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 0.43% |
$5.48K - $6.68K
|
23.8K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91+ 0.14% |
$4.84K - $5.91K
|
64.7K
$5.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
80+ 0.68% |
$4.26K - $5.19K
|
11.9K
$954K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
47+ 0.47% |
$2.5K - $3.05K
|
10.1K
$812K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$2.29K - $2.79K
|
43
$3.45K
|