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 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.57K+ 5.57% |
$257K - $290K
|
67.6K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.52K+ 9.48% |
$254K - $287K
|
40.7K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.49K+ 60.02% |
$252K - $284K
|
9.29K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46K+ 33.45% |
$250K - $281K
|
13.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.41K+ 12.74% |
$246K - $278K
|
30.2K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.38KNew |
$244K - $275K
|
3.38K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.37KNew |
$243K - $274K
|
3.37K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.34K+ 8.8% |
$241K - $272K
|
41.2K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.18KNew |
$230K - $259K
|
3.18K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.12KNew |
$225K - $254K
|
3.12K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
3.06KNew |
$221K - $249K
|
3.06K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$217K - $245K
|
3.01K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.97KNew |
$214K - $242K
|
2.97K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.96K+ 23.68% |
$214K - $241K
|
15.5K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$214K - $241K
|
2.96K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.94K+ 4.28% |
$212K - $239K
|
71.5K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 5.93% |
$202K - $228K
|
50K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.78KNew |
$201K - $226K
|
2.78K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.66K+ 6.1% |
$192K - $217K
|
46.3K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 107.12% |
$179K - $202K
|
4.8K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 27.43% |
$165K - $186K
|
10.6K
$841K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.26KNew |
$163K - $184K
|
2.26K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.09KNew |
$151K - $170K
|
2.09K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 2.12% |
$131K - $148K
|
87.8K
$6.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.75KNew |
$126K - $143K
|
1.75K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 6.96% |
$122K - $138K
|
26K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 5.97% |
$116K - $131K
|
28.5K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.59K+ 20.03% |
$114K - $129K
|
9.5K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 9.08% |
$111K - $125K
|
18.5K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.5KNew |
$108K - $122K
|
1.5K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 7.84% |
$94.1K - $106K
|
17.9K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.3K+ 1.41% |
$93.9K - $106K
|
93.6K
$7.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 4.96% |
$87.7K - $98.9K
|
25.7K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.09K+ 2.91% |
$78.3K - $88.3K
|
38.4K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.08K+ 8.53% |
$78K - $87.9K
|
13.7K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.08K+ 28.16% |
$77.7K - $87.7K
|
4.9K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 8.3% |
$76.5K - $86.3K
|
13.8K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.06K+ 6.67% |
$76.1K - $85.9K
|
16.9K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 2300.0% |
$74.7K - $84.3K
|
1.08K
$85.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
999+ 0.89% |
$72.1K - $81.3K
|
114K
$9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
980New |
$70.7K - $79.8K
|
980
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
967+ 10.59% |
$69.8K - $78.7K
|
10.1K
$799K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
963+ 1.1% |
$69.5K - $78.4K
|
88.6K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
935+ 20.33% |
$67.5K - $76.1K
|
5.53K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
934+ 0.3% |
$67.4K - $76K
|
311K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
930+ 5.83% |
$67.1K - $75.7K
|
16.9K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
860+ 10.69% |
$62.1K - $70K
|
8.91K
$705K
|