Institutional Ownership Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
305
shares
|
$23,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
300
shares
|
$22,794
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$21,426
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
263
shares
|
$19,982
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
251
shares
|
$19,070
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
222
shares
|
$16,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
200
shares
|
$15,196
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
200
shares
|
$15,196
0.0% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
198
shares
|
$15,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
162
shares
|
$12,308
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
155
shares
|
$11,776
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
152
shares
|
$11,548
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$9,193
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
83
shares
|
$6,306
0.0% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
73
shares
|
$5,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
70
shares
|
$5,318
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
66
shares
|
$5,014
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
54
shares
|
$4,102
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
54
shares
|
$4,102
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
45
shares
|
$3,419
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
30
shares
|
$2,279
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13
shares
|
$987
0.0% of portfolio
|
Q1 2024
Reduced 98.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3
shares
|
$227
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$75
0.0% of portfolio
|
Q4 2023
Reduced 99.93%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|