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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.13K- 3.81% |
$60.3K - $73.5K
|
28.6K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.16K- 3.67% |
$61.9K - $75.4K
|
30.5K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.2K- 36.41% |
$63.9K - $77.9K
|
2.1K
$168K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 16.22% |
$65.8K - $80.2K
|
6.39K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.3K- 2.13% |
$69K - $84.1K
|
59.5K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 9.57% |
$95.9K - $117K
|
17K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.8K- 1.13% |
$96K - $117K
|
157K
$12.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.9K- 4.16% |
$101K - $123K
|
43.7K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.37K- 11.73% |
$126K - $154K
|
17.9K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.59K- 8.55% |
$138K - $168K
|
27.7K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.69K- 8.66% |
$143K - $175K
|
28.4K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.03% |
$146K - $178K
|
42.7K
$3.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.82K- 38.94% |
$150K - $183K
|
4.42K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.87K- 1.74% |
$153K - $186K
|
161K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.17K- 25.27% |
$169K - $206K
|
9.38K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.01K- 21.47% |
$214K - $260K
|
14.7K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-4.92K- 2.41% |
$262K - $319K
|
199K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.17K- 14.67% |
$329K - $401K
|
35.9K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.98K- 3.04% |
$372K - $453K
|
222K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 47.35% |
$553K - $675K
|
11.6K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.4K- 24.5% |
$554K - $676K
|
32.1K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.7K- 4.92% |
$570K - $695K
|
207K
$16.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8K- 70.21% |
$627K - $765K
|
5K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12K- 18.08% |
$637K - $776K
|
54.2K
$4.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-14.3K- 3.34% |
$762K - $929K
|
414K
$33.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.3K- 81.22% |
$813K - $991K
|
3.53K
$283K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-16.3K- 48.9% |
$870K - $1.06M
|
17.1K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.4K- 11.29% |
$875K - $1.07M
|
129K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-27.4K- 80.1% |
$1.46M - $1.78M
|
6.8K
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.7K- 24.47% |
$1.58M - $1.93M
|
91.6K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31.5K- 24.56% |
$1.68M - $2.05M
|
96.9K
$7.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.3K- 88.08% |
$2.04M - $2.49M
|
5.19K
$416K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.4K- 52.62% |
$2.26M - $2.75M
|
38.1K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.5K- 91.21% |
$2.85M - $3.47M
|
5.16K
$414K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 7.83% |
$3.84M - $4.68M
|
848K
$68.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-366K- 98.82% |
$19.5M - $23.7M
|
4.38K
$351K
|