Purchases and Sales Made in Q1 2024 in Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
620K+ 72.65% |
$38.7M - $43.8M
|
1.47M
$118M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189K+ 106.65% |
$11.8M - $13.4M
|
367K
$29.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
176K+ 1603.86% |
$11M - $12.4M
|
187K
$14.9M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
119KNew |
$7.44M - $8.43M
|
119K
$9.51M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
66K+ 19.86% |
$4.12M - $4.66M
|
398K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 5.95% |
$3.15M - $3.57M
|
899K
$71.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 5.95% |
$3.15M - $3.57M
|
899K
$71.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.4K+ 126.82% |
$3.02M - $3.42M
|
86.5K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.7K+ 386.67% |
$2.79M - $3.16M
|
56.3K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.1KNew |
$2.31M - $2.62M
|
37.1K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
34.6K+ 19.0% |
$2.16M - $2.44M
|
217K
$17.3M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
30.2KNew |
$1.89M - $2.14M
|
30.2K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29.9KNew |
$1.87M - $2.12M
|
29.9K
$2.39M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.8K+ 130.13% |
$1.74M - $1.97M
|
49.2K
$3.93M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 6.97% |
$1.53M - $1.73M
|
376K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.3KNew |
$1.51M - $1.71M
|
24.3K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.1K+ 11.26% |
$1.5M - $1.7M
|
238K
$19M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 283.61% |
$1.06M - $1.2M
|
23K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.6K+ 6.44% |
$1.03M - $1.17M
|
274K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.2K+ 315.03% |
$1.01M - $1.15M
|
21.4K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16KNew |
$999K - $1.13M
|
16K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 26.25% |
$992K - $1.12M
|
76.5K
$6.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.9KNew |
$992K - $1.12M
|
15.9K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 2.57% |
$855K - $969K
|
547K
$43.6M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
13.4K+ 5.87% |
$839K - $951K
|
243K
$19.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9K+ 17.15% |
$802K - $909K
|
87.8K
$7M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
12.4KNew |
$774K - $877K
|
12.4K
$989K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 1.95% |
$744K - $843K
|
623K
$49.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.6K+ 25.97% |
$722K - $818K
|
56.1K
$4.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.5KNew |
$720K - $816K
|
11.5K
$920K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.5KNew |
$655K - $742K
|
10.5K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 5.06% |
$653K - $740K
|
217K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1K+ 8.24% |
$632K - $716K
|
133K
$10.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.62KNew |
$600K - $680K
|
9.62K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.11K+ 88.88% |
$569K - $644K
|
19.4K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.08K+ 1.32% |
$566K - $641K
|
698K
$55.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
8.92K+ 26.33% |
$557K - $631K
|
42.8K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.7K+ 0.99% |
$543K - $615K
|
888K
$70.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
8.53K+ 4.28% |
$533K - $603K
|
208K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.24K+ 8.33% |
$514K - $582K
|
107K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.01K+ 2.18% |
$500K - $566K
|
376K
$29.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8K+ 154.25% |
$499K - $565K
|
13.2K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.94K+ 4.55% |
$433K - $491K
|
159K
$12.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.64KNew |
$415K - $470K
|
6.64K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.63KNew |
$414K - $469K
|
6.63K
$529K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
6.1KNew |
$381K - $431K
|
6.1K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.04K+ 7.15% |
$377K - $427K
|
90.5K
$7.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.04KNew |
$377K - $427K
|
6.04K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.9KNew |
$368K - $417K
|
5.9K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.8K+ 9.96% |
$362K - $410K
|
64K
$5.1M
|