Latest Institutional Transactions on Ishares Morningstar Mid Cap Va (IMCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Va (IMCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$76.3 - $80.6
|
203
$16.2K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
4+ 0.14% |
$305 - $323
|
2.8K
$224K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
33New |
$2.52K - $2.66K
|
33
$2.64K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.98K- 7.44% |
$151K - $160K
|
24.7K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$1.41M - $1.49M
|
18.5K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102- 0.56% |
$7.78K - $8.22K
|
18.2K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.72K+ 13.08% |
$665K - $703K
|
75.4K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-106- 3.5% |
$8.09K - $8.55K
|
2.92K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 36.48% |
$1.18M - $1.25M
|
57.9K
$4.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 6.95% |
$1.16M - $1.22M
|
233K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-689- 10.72% |
$52.6K - $55.6K
|
5.74K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.17K- 5.74% |
$394K - $416K
|
84.9K
$6.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.86K- 5.69% |
$218K - $231K
|
47.5K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.58K+ 3.91% |
$655K - $692K
|
228K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.2K- 6.94% |
$3.6M - $3.81M
|
633K
$50.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$1.22K - $1.29K
|
16
$1.28K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
991+ 104.87% |
$75.6K - $79.9K
|
1.94K
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-179- 4.72% |
$13.7K - $14.4K
|
3.62K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
162+ 4.04% |
$12.4K - $13.1K
|
4.17K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.2K+ 3.33% |
$1.01M - $1.06M
|
409K
$32.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.69K+ 150.48% |
$740K - $782K
|
16.1K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 2.13% |
$94.6K - $100K
|
57.1K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.8K- 13.03% |
$3.88M - $4.1M
|
339K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.4K+ 115.75% |
$4.23M - $4.47M
|
103K
$8.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
84.7K+ 82.16% |
$6.46M - $6.83M
|
188K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-388- 5.72% |
$29.6K - $31.3K
|
6.39K
$511K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 2.8% |
$454K - $480K
|
219K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
513+ 2.98% |
$39.1K - $41.4K
|
17.8K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
265+ 8.23% |
$20.2K - $21.4K
|
3.49K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.25% |
$1.53K - $1.61K
|
8.11K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
432New |
$33K - $34.8K
|
432
$34.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 14.77% |
$85.2K - $90.1K
|
8.68K
$694K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
89+ 0.66% |
$6.79K - $7.18K
|
13.6K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
982New |
$74.9K - $79.2K
|
982
$78.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$631K - $667K
|
8.27K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
367+ 4.26% |
$28K - $29.6K
|
8.98K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.1KNew |
$767K - $811K
|
10.1K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.53K+ 14.87% |
$498K - $526K
|
50.4K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94KNew |
$148K - $157K
|
1.94K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.65% |
$76.3 - $80.6
|
155
$12.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.85K+ 16.96% |
$217K - $229K
|
19.6K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 160.0% |
$1.83K - $1.94K
|
39
$3.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
922+ 4.61% |
$70.3K - $74.3K
|
20.9K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.5K+ 26.72% |
$4.46M - $4.72M
|
277K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 4.3% |
$143K - $151K
|
45.4K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-383- 31.71% |
$29.2K - $30.9K
|
825
$66K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.08% |
$305 - $323
|
4.99K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 1.69% |
$6.26K - $6.61K
|
4.77K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 11.53% |
$81.4K - $86K
|
10.3K
$826K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.87K- 29.7% |
$524K - $554K
|
16.3K
$1.3M
|
|