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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-911- 0.58% |
$56.8K - $64.4K
|
156K
$12.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.08K- 11.48% |
$67.2K - $76.1K
|
8.3K
$662K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 10.2% |
$74.6K - $84.5K
|
10.5K
$839K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.2K- 6.88% |
$74.8K - $84.7K
|
16.2K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.42K- 3.26% |
$88.9K - $101K
|
42.3K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.67K- 6.37% |
$104K - $118K
|
24.6K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$112K - $127K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 5.05% |
$113K - $128K
|
34.1K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.86K- 18.15% |
$116K - $131K
|
8.39K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.95K- 21.31% |
$122K - $138K
|
7.2K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 26.5% |
$122K - $139K
|
5.44K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.3K- 21.57% |
$143K - $162K
|
8.36K
$667K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.59K- 8.49% |
$161K - $183K
|
27.9K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-2.77K- 17.33% |
$173K - $196K
|
13.2K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 42.34% |
$180K - $203K
|
3.92K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 9.27% |
$186K - $210K
|
29.1K
$2.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-3.17K- 1.35% |
$198K - $224K
|
231K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.39K- 32.76% |
$212K - $240K
|
6.96K
$555K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.46K- 6.23% |
$216K - $244K
|
52K
$4.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.54K- 20.05% |
$221K - $250K
|
14.1K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.69K- 5.58% |
$230K - $261K
|
62.4K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.84K- 7.08% |
$239K - $271K
|
50.4K
$4.02M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-3.97K- 2.35% |
$248K - $281K
|
165K
$13.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.14K- 2.44% |
$258K - $293K
|
165K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.19K- 9.82% |
$262K - $296K
|
38.5K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.42K- 3.58% |
$276K - $312K
|
119K
$9.49M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.68K- 27.49% |
$292K - $331K
|
12.3K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.74K- 2.94% |
$296K - $335K
|
157K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.58K- 32.67% |
$348K - $394K
|
11.5K
$917K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.97K- 40.69% |
$372K - $422K
|
8.7K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.89K- 38.57% |
$430K - $487K
|
11K
$875K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-7.11K- 44.79% |
$444K - $503K
|
8.77K
$699K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.35K- 16.14% |
$458K - $519K
|
38.2K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11K- 4.96% |
$688K - $779K
|
211K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13K- 19.04% |
$811K - $918K
|
55.2K
$4.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.1K- 9.83% |
$1.25M - $1.42M
|
184K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-20.9K- 84.58% |
$1.3M - $1.48M
|
3.81K
$304K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.6K- 2.34% |
$1.35M - $1.52M
|
899K
$71.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.1K- 5.25% |
$1.5M - $1.7M
|
435K
$34.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26.3K- 44.26% |
$1.64M - $1.86M
|
33.2K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-35K- 25.16% |
$2.18M - $2.47M
|
104K
$8.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-76.8K- 18.53% |
$4.79M - $5.43M
|
337K
$26.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-77K- 77.57% |
$4.8M - $5.44M
|
22.3K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.3K- 28.37% |
$5.32M - $6.03M
|
215K
$17.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-94.6K- 42.76% |
$5.9M - $6.68M
|
127K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-329K- 53.67% |
$20.5M - $23.3M
|
284K
$22.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-978K- 99.77% |
$61M - $69.1M
|
2.25K
$180K
|