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 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$214K - $241K
|
2.96K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.94K+ 4.28% |
$212K - $239K
|
71.5K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.9KNew |
$209K - $236K
|
2.9K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 5.93% |
$202K - $228K
|
50K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.78KNew |
$201K - $226K
|
2.78K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72KNew |
$196K - $221K
|
2.72K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.66K+ 6.1% |
$192K - $217K
|
46.3K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 107.12% |
$179K - $202K
|
4.8K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 27.43% |
$165K - $186K
|
10.6K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.26KNew |
$163K - $184K
|
2.26K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.09KNew |
$151K - $170K
|
2.09K
$167K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 2.12% |
$131K - $148K
|
87.8K
$7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.75KNew |
$126K - $143K
|
1.75K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 6.96% |
$122K - $138K
|
26K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 5.97% |
$116K - $131K
|
28.5K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 9.08% |
$111K - $125K
|
18.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.3K+ 1.41% |
$93.9K - $106K
|
93.6K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.09K+ 2.91% |
$78.3K - $88.3K
|
38.4K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.08K+ 8.53% |
$78K - $87.9K
|
13.7K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 8.3% |
$76.5K - $86.3K
|
13.8K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 2300.0% |
$74.7K - $84.3K
|
1.08K
$86.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
999+ 0.89% |
$72.1K - $81.3K
|
114K
$9.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
980New |
$70.7K - $79.8K
|
980
$78.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
967+ 10.59% |
$69.8K - $78.7K
|
10.1K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
963+ 1.1% |
$69.5K - $78.4K
|
88.6K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
935+ 20.33% |
$67.5K - $76.1K
|
5.53K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
934+ 0.3% |
$67.4K - $76K
|
311K
$24.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
930+ 5.83% |
$67.1K - $75.7K
|
16.9K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
848+ 10.44% |
$61.2K - $69K
|
8.97K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
762+ 22.5% |
$55K - $62K
|
4.15K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
761+ 5.02% |
$54.9K - $62K
|
15.9K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
545+ 3.99% |
$39.3K - $44.4K
|
14.2K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
532+ 5.92% |
$38.4K - $43.3K
|
9.53K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
518+ 12.62% |
$37.4K - $42.2K
|
4.62K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
497New |
$35.9K - $40.5K
|
497
$39.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
452New |
$32.6K - $36.8K
|
452
$36K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
433+ 1.2% |
$31.3K - $35.3K
|
36.5K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
416+ 2.47% |
$30K - $33.9K
|
17.3K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
360New |
$26K - $29.3K
|
360
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
355+ 1.08% |
$25.6K - $28.9K
|
33.3K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
315+ 17.04% |
$22.7K - $25.6K
|
2.16K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
288+ 3.94% |
$20.8K - $23.4K
|
7.6K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
286New |
$20.6K - $23.3K
|
286
$22.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
252+ 8400.0% |
$18.2K - $20.5K
|
255
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
242+ 0.47% |
$17.5K - $19.7K
|
51.9K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
150+ 1.05% |
$10.8K - $12.2K
|
14.5K
$1.15M
|
|
|
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
|