Purchases and Sales Made in Q4 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q4 2024. 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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 2.44% |
$10.2K - $11.5K
|
5.91K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
74+ 0.59% |
$5.34K - $6.02K
|
12.7K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63+ 3.34% |
$4.55K - $5.13K
|
1.95K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45New |
$3.25K - $3.66K
|
45
$3.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40New |
$2.89K - $3.26K
|
40
$3.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.22% |
$1.52K - $1.71K
|
9.6K
$765K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.04% |
$1.3K - $1.47K
|
43.2K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$938 - $1.06K
|
6.12K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 1200.0% |
$866 - $977
|
13
$1.04K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$650 - $733
|
4.05K
$323K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.24% |
$577 - $651
|
3.38K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5+ 0.03% |
$361 - $407
|
18.9K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.1% |
$217 - $244
|
2.92K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$217 - $244
|
1.39K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.28% |
$144 - $163
|
718
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.39% |
$144 - $163
|
513
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
14.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$72.2 - $81.4
|
19.6K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 0.07% |
$72.2 - $81.4
|
1.37K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$72.2 - $81.4
|
4.98K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$361 - $407
|
6.37K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.22% |
$577 - $651
|
3.56K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 0.12% |
$1.08K - $1.22K
|
12.2K
$976K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.08% |
$1.52K - $1.71K
|
27.5K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 4.96% |
$1.95K - $2.2K
|
517
$41.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-38- 0.35% |
$2.74K - $3.09K
|
10.7K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 0.52% |
$2.89K - $3.26K
|
7.64K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-51- 1.58% |
$3.68K - $4.15K
|
3.18K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-53- 1.82% |
$3.83K - $4.31K
|
2.86K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-56- 0.78% |
$4.04K - $4.56K
|
7.14K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58- 1.21% |
$4.19K - $4.72K
|
4.72K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 1.6% |
$4.33K - $4.88K
|
3.69K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-72- 2.9% |
$5.2K - $5.86K
|
2.41K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-99- 0.8% |
$7.15K - $8.06K
|
12.2K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-105- 0.63% |
$7.58K - $8.55K
|
16.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-151- 1.81% |
$10.9K - $12.3K
|
8.21K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-155- 2.99% |
$11.2K - $12.6K
|
5.02K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 1.67% |
$15.2K - $17.1K
|
12.3K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-229- 7.01% |
$16.5K - $18.6K
|
3.04K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 3.93% |
$20.8K - $23.4K
|
7.04K
$561K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-302- 0.18% |
$21.8K - $24.6K
|
171K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-302- 0.25% |
$21.8K - $24.6K
|
122K
$9.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-340- 0.57% |
$24.5K - $27.7K
|
59.4K
$4.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-346- 3.56% |
$25K - $28.2K
|
9.37K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-400- 2.01% |
$28.9K - $32.6K
|
19.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-409- 1.51% |
$29.5K - $33.3K
|
26.7K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-459- 0.21% |
$33.1K - $37.4K
|
219K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-465- 0.3% |
$33.6K - $37.9K
|
156K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-489- 1.95% |
$35.3K - $39.8K
|
24.6K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-571- 2.79% |
$41.2K - $46.5K
|
19.9K
$1.59M
|