Purchases and Sales Made in Q4 2025 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP VA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.3KNew |
$1.19M - $1.24M
|
15.3K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5.5KNew |
$429K - $447K
|
5.5K
$440K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.2K+ 5.09% |
$249K - $259K
|
66K
$5.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.71KNew |
$211K - $220K
|
2.71K
$217K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.59K+ 1.27% |
$202K - $210K
|
207K
$16.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.77K+ 3.92% |
$138K - $143K
|
46.8K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 7.92% |
$101K - $105K
|
17.6K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
936+ 3.58% |
$73K - $76K
|
27.1K
$2.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
730+ 3.72% |
$56.9K - $59.2K
|
20.4K
$1.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
586+ 523.21% |
$45.7K - $47.6K
|
698
$55.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
164New |
$12.8K - $13.3K
|
164
$13.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19+ 2.75% |
$1.48K - $1.54K
|
711
$56.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.75% |
$156 - $162
|
269
$21.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 1.39% |
$77.9 - $81.2
|
73
$5.84K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$857 - $893
|
7.05K
$564K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13- 0.07% |
$1.01K - $1.06K
|
19.1K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-183- 1.13% |
$14.3K - $14.9K
|
16.1K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-282- 4.87% |
$22K - $22.9K
|
5.5K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.98K- 0.55% |
$154K - $161K
|
358K
$28.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.12K- 3.73% |
$165K - $172K
|
54.7K
$4.38M
|
|