IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Morningstar Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642883072

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-02-12 13F Summit Financial, LLC 0 −100,00 0
2026-04-14 13F Prospera Financial Services Inc 6 151 −3,09 485 −4,35
2026-04-21 13F Pinnacle Associates Ltd 5 597 −7,35 441 −8,71
2026-05-06 13F Aire Advisors, Llc 31 179 −0,63 2 456 −2,00
2026-04-15 13F Steinberganna Wealth Management 52 755 −5,71 4 155 −6,98
2026-05-13 13F Federation des caisses Desjardins du Quebec 210 −28,08 17 −30,43
2026-02-05 13F Atria Investments Llc 0 −100,00 0
2026-04-14 13F Focus Financial Network, Inc. 19 446 −14,90 1 532 −16,06
2026-04-24 13F KPP Advisory Services LLC 13 708 −8,14 1 080 −9,40
2026-05-11 13F Vantagepoint Investment Advisers Llc 3 006 105 −2,43 236 791 −3,74
2026-05-06 13F Assetmark, Inc 4 747 −30,43 374 −31,43
2026-05-15 13F Change Path, LLC 2 824 −0,56 222 −1,77
2026-04-22 13F Asset Allocation Strategies LLC 5 955 −6,89 469 −8,04
2026-02-18 13F EP Wealth Advisors, Inc. 0 −100,00 0
2026-04-17 13F Willner & Heller, Llc 9 794 −3,79 771 −5,05
2026-04-29 13F CFS Investment Advisory Services, LLC 3 350 −44,65 292 −39,75
2026-05-13 13F Clearbridge Investments, LLC 6 804 −8,30 536 −9,63
2026-05-14 13F Hrt Financial Lp 17 667 −40,10 1 −50,00
2026-04-22 13F Pinnacle Bancorp, Inc. 1 751 −20,95 138 −22,16
2026-05-15 13F IHT Wealth Management, LLC 8 889 −1,39 700 −2,64
2026-05-15 13F Larson Financial Group LLC 2 942 −10,63 232 −11,83
2026-04-30 13F Private Trust Co Na 3 561 −4,25 281 −5,41
2026-05-08 13F Coldstream Capital Management Inc 5 614 −18,81 442 −19,93
2026-01-21 13F Snider Financial Group 0 −100,00 0
2026-01-27 13F Fortitude Financial, LLC 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 18 −98,85 1 −99,20
2026-05-14 13F Atomi Financial Group, Inc. 8 522 −8,75 671 −9,93
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5 845 −2,01 460 −3,36
2026-05-14 13F Ieq Capital, Llc 14 370 −1,07 1 132 −2,42
2026-05-12 13F Family Legacy, Inc. 32 175 −16,86 2 534 −17,97
2026-01-23 13F Bouvel Investment Partners, LLC 0 −100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 4 423 −49,02 348 −49,71
2026-05-04 13F Carrera Capital Advisors 4 276 −13,37 337 −14,72
2026-05-04 13F Westside Investment Management, Inc. 5 100 −2,86 405 −4,04
2026-05-06 13F Bonfire Financial 19 639 −3,04 1 547 −4,39
2026-04-21 13F Mayfair Advisory Group, LLC 6 164 −18,00 486 −19,97
2026-05-15 13F Cerity Partners LLC 4 342 −23,16 342 −24,17
2026-01-29 13F Comerica Bank 11 839 −40,78 945 −42,83
2026-05-05 13F Leo Wealth, LLC 35 794 −1,56 2 819 −1,54
2026-05-08 13F Resources Investment Advisors, LLC. 13 645 −16,81 1 075 −17,95
2026-02-12 13F Chilton Capital Management Llc 0 −100,00 0
2026-05-14 13F Captrust Financial Advisors 11 408 −11,48 899 −12,65
2026-04-13 13F LexAurum Advisors, LLC 4 356 −15,53 343 −19,48
2026-05-04 13F Milestones Private Investment Advisors LLC 0 −100,00 0
2026-05-05 13F Rockport Wealth LLC 210 407 −47,70 16 571 −48,41
2026-04-23 13F Caliber Wealth Management, LLC / KS 31 182 −3,54 2 456 −4,81
2026-01-28 13F Edge Financial Advisors LLC 4 123 −2,34 329 −5,73
2026-04-15 13F Stanich Group LLC 17 647 −0,70 1 390 −2,04
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 827 372 −1,67 65 172 −2,99
2026-04-07 13F CoreCap Advisors, LLC 0 −100,00 0 −100,00
2026-05-05 13F Black Diamond Financial, LLC 42 595 −10,20 3 355 −11,41
2026-05-12 13F Kovack Advisors, Inc. 0 −100,00 0
2026-05-13 13F Principal Securities, Inc. 29 136 −5,53 2 295 −6,78
2026-04-16 13F Everstar Asset Management, LLC 4 580 −15,96 361 −17,24
2026-05-04 13F Savant Capital, LLC 7 737 −16,31 609 −17,48
2026-05-04 13F Archer Investment Corp 0 −100,00 0
2026-04-24 13F Eagle Bay Advisors LLC 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 53 405 −43,85 4 207 −44,61
2026-05-13 13F Brinker Capital Investments, LLC 3 479 −75,26 274 −75,58
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-04-24 13F Courage Miller Partners, LLC 22 107 −0,62 1 741 −1,97
2026-04-24 13F Capital Asset Advisory Services LLC 17 934 −0,71 1 574 5,07
2026-05-05 13F BlueChip Wealth Advisors LLC 2 629 −52,74 207 −53,38
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-04-07 13F Park Avenue Securities Llc 11 141 −0,38 1
2026-04-28 13F Bogart Wealth, LLC 2 815 −9,51 222 −10,89
2026-05-01 13F Thrivent Financial For Lutherans 4 232 −54,17 0
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-15 13F Royal Bank Of Canada 269 419 −0,33 21 223 −1,66
2026-05-06 13F Quest 10 Wealth Builders, Inc. 258 −1,90 20 0,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 15 738 −0,79 1 240 −3,28
2026-02-17 13F North Capital, Inc. 0 −100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 22 158 −1,31 1 745 −2,62
2026-05-07 13F Meeder Advisory Services, Inc. 3 487 −42,64 275 −43,51
2026-02-06 13F Global Retirement Partners, LLC 12 292 −41,65 981 −43,69
2026-05-13 13F Lloyd Advisory Services, LLC. 531 −97,23 42 −97,32
2026-04-21 13F Falcon Wealth Planning 7 831 −1,88 617 −3,30
2026-05-01 13F American Trust 62 034 −0,73 4 886 −2,06
2026-01-26 13F Elevation Capital Advisory, LLC 0 −100,00 0
2026-05-15 13F Equitable Holdings, Inc. 206 844 −0,88 16 514 −0,88
2026-05-08 13F Virtus Wealth Solutions LLC 52 785 −0,97 4 158 −2,30
2026-05-01 13F Johnson Investment Counsel Inc 3 276 −2,33 258 −3,37
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 54 157 −4,10 4 274 −5,17
2026-04-17 13F James J. Burns & Company, LLC 43 436 −2,53 3 421 −3,85
2026-05-07 13F Liberty Square Wealth Partners Llc 20 688 −2,70 1 630 −4,01
2026-05-15 13F Aqr Capital Management Llc 2 796 −0,04 220 −1,35
2026-05-15 13F Citadel Advisors Llc 0 −100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 20 131 −6,29 1 586 −7,58
2026-05-04 13F Envestnet Asset Management Inc 161 979 −12,18 12 759 −13,35
2026-05-11 13F Citigroup Inc 14 387 −2,83 1 133 −4,15
2026-05-04 13F Procyon Private Wealth Partners, LLC 2 596 −7,52 204 −8,93
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 55 927 −29,65 4 483 −32,05
2026-04-07 13F Farther Finance Advisors, LLC 17 762 −6,79 1 417 −6,90
2026-05-14 13F Allworth Financial LP 3 006 −30,69 237 −31,79
2026-04-21 13F Trilogy Capital Inc. 3 652 −18,63 288 −19,83
2026-04-13 13F Mlp3, Llc 8 147 −1,95 642 −3,32
2026-05-05 13F Keyvantage Wealth, Llc 9 397 −2,85 740 −4,15
2026-04-20 13F Provenance Wealth Advisors, LLC 1 034 −31,11 81 −31,93
2026-04-22 13F Onyx Bridge Wealth Group LLC 7 979 −7,12 629 −8,32
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 26 782 −0,65 2 110 −2,00
2026-05-05 13F PFG Advisors 9 592 −3,58 756 −4,91
2026-05-01 13F International Assets Investment Management, Llc 497 −86,42 40 −86,64
2026-04-13 13F Creative Financial Designs Inc /adv 152 746 −0,46 12 032 −1,80
2026-05-14 13F Rhodes Investment Advisors Inc /adv 26 175 −4,63 2 062 −5,93
2026-05-11 13F Biltmore Family Office, LLC 0 −100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 11 951 −2,70 941 −3,98
2026-04-29 13F Nilsine Partners, LLC 19 445 −12,47 1 699 −4,17
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 10 351 −3,26 815 −4,57
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-02-17 13F Windsor Advisory Group, LLC 0 −100,00 0
2026-05-13 13F Visionary Wealth Advisors 25 734 −0,18 2 027 −1,51
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 446 106 −28,71 35 140 −29,66
2026-05-08 13F Summit Asset Management, LLC 57 377 −0,72 4 520 −2,06
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 9 420 −0,70 742 −1,98
2026-04-24 13F rebel Financial LLC 4 588 −0,43 361 −1,63
2026-04-27 13F Hunter Associates Investment Management Llc 21 603 −3,46 2 0,00
2026-05-04 13F Sfam, Llc 729 −3,95 57 −5,00
2026-05-11 13F Wells Fargo & Company/mn 413 728 −1,36 32 589 −2,68
2026-05-15 13F Investment Counsel Co Of Nevada 0 −100,00 0
2026-05-08 13F Buck Wealth Strategies, LLC 6 248 −32,72 492 −33,60
2026-05-12 13F Hrc Wealth Management, Llc 11 416 −1,94 899 −3,23
2026-04-14 13F Nova Wealth Management, Inc. 10 227 −53,44 806 −54,08
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 6 540 −2,02 515 −3,20
2026-05-13 13F AE Wealth Management LLC 18 583 −12,21 1 464 −13,38
2026-04-09 13F Secure Asset Management, LLC 4 321 −4,74 340 −6,08
2026-05-14 13F Betterment LLC 20 297 −25,01 2 −50,00
2026-05-07 13F Perissos Private Wealth Management, LLC 17 249 −4,95 1 359 −6,22
2026-04-21 13F HF Advisory Group, LLC 15 166 −2,66 1 195 −3,94
2026-05-13 13F O'shaughnessy Asset Management, Llc 2 368 −0,55 187 −2,11
2026-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2026-05-01 13F Kaizen Financial Strategies 5 456 −1,48 467 5,66
2026-02-12 13F Commonwealth Equity Services, Llc 563 087 −9,73 44 957 88 049,02
2026-04-28 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2026-04-24 13F Private Advisor Group, LLC 72 096 −44,27 5 679 −45,02
2026-05-08 13F Equity Wealth Partners, LLC 16 977 −4,49 1 337 −5,78
2026-04-08 13F Fermata Advisors, LLC 5 378 −2,15 424 −3,42
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2026-04-27 13F Td Private Client Wealth Llc 2 372 −0,63 187 −2,11
2026-05-14 13F Cwm, Llc 116 410 −40,68 9 170 61 026,67
2026-04-23 13F Marmo Financial Group, LLC 38 935 −1,51 3 067 −2,82
2026-05-12 13F/A Signature Securities Group Corporation 6 130 −6,04 483 −7,31
2026-05-08 13F SYM FINANCIAL Corp 0 −100,00 0
2026-04-22 13F Jim Saulnier & Associates, Llc 17 816 −0,34 1 403 −1,68
2026-04-06 13F CX Institutional 2 064 −8,14 0
2026-05-15 13F Two Sigma Investments, Lp 0 −100,00 0
2026-04-24 13F Michels Family Financial, LLC 8 047 −1,71 634 −3,06
2026-05-15 13F Mercer Global Advisors Inc /adv 26 733 −3,01 2 106 −4,32
2026-01-26 13F Lansing Street Advisors 0 −100,00 0
2026-04-14 13F American State Bank (Iowa) 0 −100,00 0
2026-01-26 13F Integrated Capital Management, LLC 0 −100,00 0 −100,00
2026-05-14 13F Baird Financial Group, Inc. 3 198 −10,09 252 −11,31
2026-04-30 13F Roman Butler Fullerton & Co 3 269 −1,83 272 −1,81
2026-05-12 13F Benjamin Edwards Inc 12 426 −17,04 979 −18,16
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