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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 28.55% |
$321K - $362K
|
11.1K
$888K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.43K- 50.26% |
$536K - $605K
|
7.35K
$588K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.38K- 67.17% |
$605K - $682K
|
4.1K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.36K- 38.66% |
$675K - $762K
|
14.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1K- 39.6% |
$727K - $820K
|
15.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 21.04% |
$759K - $856K
|
39.4K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-10.7K- 3.3% |
$770K - $869K
|
312K
$25M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10.7K- 13.98% |
$770K - $869K
|
65.7K
$5.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 44.34% |
$909K - $1.03M
|
15.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.6K- 53.54% |
$1.06M - $1.19M
|
12.7K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 7.23% |
$1.17M - $1.32M
|
208K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 7.38% |
$1.36M - $1.53M
|
236K
$18.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-31.9K- 91.47% |
$2.3M - $2.6M
|
2.97K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38.1K- 21.38% |
$2.75M - $3.1M
|
140K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.4K- 60.61% |
$3.2M - $3.61M
|
28.9K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-239K- 98.57% |
$17.3M - $19.5M
|
3.46K
$277K
|