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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$1.6K - $1.95K
|
30
$2.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27+ 0.57% |
$1.44K - $1.75K
|
4.78K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.54% |
$1.38K - $1.69K
|
4.84K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.54% |
$1.28K - $1.56K
|
4.48K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
22+ 0.52% |
$1.17K - $1.43K
|
4.26K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
21+ 0.53% |
$1.12K - $1.36K
|
4.02K
$323K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19New |
$1.01K - $1.23K
|
19
$1.53K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
16+ 0.21% |
$852 - $1.04K
|
7.76K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.51% |
$373 - $454
|
1.38K
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$319 - $389
|
887
$71.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$266 - $325
|
5
$401
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.56% |
$213 - $260
|
712
$57.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.03% |
$213 - $260
|
12.4K
$997K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $260
|
693
$55.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.4% |
$106 - $130
|
508
$40.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.59% |
$53.2 - $64.9
|
171
$13.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.02% |
$53.2 - $64.9
|
6.26K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.64% |
$53.2 - $64.9
|
157
$12.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.01% |
$53.2 - $64.9
|
8.02K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4- 0.02% |
$213 - $260
|
19.2K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-73- 2.85% |
$3.89K - $4.74K
|
2.49K
$200K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 0.49% |
$4.31K - $5.26K
|
16.6K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-83- 1.57% |
$4.42K - $5.39K
|
5.2K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 0.46% |
$4.79K - $5.84K
|
19.6K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-110- 1.27% |
$5.86K - $7.14K
|
8.57K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-111- 0.37% |
$5.91K - $7.2K
|
29.8K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-125- 1.16% |
$6.66K - $8.11K
|
10.7K
$856K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-145- 2.51% |
$7.72K - $9.41K
|
5.62K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-146- 0.09% |
$7.77K - $9.48K
|
169K
$13.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-150- 3.81% |
$7.99K - $9.74K
|
3.79K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-186- 0.92% |
$9.9K - $12.1K
|
19.9K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-194- 0.13% |
$10.3K - $12.6K
|
146K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-235- 1.82% |
$12.5K - $15.3K
|
12.7K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-250- 0.31% |
$13.3K - $16.2K
|
79.3K
$6.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-304- 0.11% |
$16.2K - $19.7K
|
270K
$21.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-311- 5.26% |
$16.6K - $20.2K
|
5.6K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-324- 7.71% |
$17.2K - $21K
|
3.88K
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-325- 5.08% |
$17.3K - $21.1K
|
6.08K
$488K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-471- 2.43% |
$25.1K - $30.6K
|
18.9K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-482- 2.69% |
$25.7K - $31.3K
|
17.4K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-492- 1.28% |
$26.2K - $31.9K
|
38K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-581- 9.37% |
$30.9K - $37.7K
|
5.62K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-612- 25.48% |
$32.6K - $39.7K
|
1.79K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-676- 1.09% |
$36K - $43.9K
|
61.1K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-847- 6.12% |
$45.1K - $55K
|
13K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-885- 1.18% |
$47.1K - $57.4K
|
74.1K
$5.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-895- 1.65% |
$47.6K - $58.1K
|
53.4K
$4.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-921- 19.81% |
$49K - $59.8K
|
3.73K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-927- 5.73% |
$49.4K - $60.2K
|
15.3K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.08K- 3.71% |
$57.7K - $70.4K
|
28.2K
$2.26M
|