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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.02KNew |
$221K - $244K
|
3.02K
$232K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
366+ 1.95% |
$26.8K - $29.7K
|
19.1K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-603- 30.0% |
$44.1K - $48.9K
|
1.41K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-226- 0.22% |
$16.5K - $18.3K
|
102K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$73.2 - $81
|
5.95K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.22% |
$732 - $810
|
4.53K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.45K- 1.76% |
$252K - $279K
|
192K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.21K- 14.22% |
$162K - $179K
|
13.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.77% |
$3.44K - $3.81K
|
6.18K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
867+ 1.19% |
$63.5K - $70.2K
|
73.6K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-755- 2.04% |
$55.3K - $61.2K
|
36.3K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 20.77% |
$790K - $874K
|
62.8K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.02% |
$220 - $243
|
13.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-603- 30.0% |
$44.1K - $48.9K
|
1.41K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.52K- 41.32% |
$184K - $204K
|
3.57K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 1.81% |
$1.09M - $1.2M
|
806K
$62.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 1.52% |
$15.1K - $16.7K
|
13.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
522+ 10.31% |
$38.2K - $42.3K
|
5.59K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.16K+ 5.46% |
$84.8K - $93.8K
|
22.4K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.23K- 99.91% |
$236K - $262K
|
3
$231
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 2.57% |
$1.98K - $2.19K
|
1.02K
$78.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.72% |
$67K - $74.2K
|
34.6K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.94% |
$121K - $134K
|
58.1K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 4.88% |
$146K - $162K
|
42.9K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.71% |
$2.2K - $2.43K
|
4.27K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
600+ 1.39% |
$43.9K - $48.6K
|
43.9K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
400+ 1.87% |
$29.3K - $32.4K
|
21.7K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 61.33% |
$167K - $185K
|
6K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.23KNew |
$310K - $343K
|
4.23K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-101- 1.82% |
$7.39K - $8.18K
|
5.44K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49K+ 12.13% |
$3.59M - $3.97M
|
453K
$34.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.2K- 8.35% |
$1.11M - $1.23M
|
167K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 2.46% |
$55.8K - $61.8K
|
30.2K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-222- 1.76% |
$16.2K - $18K
|
12.4K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 3.08% |
$4.39K - $4.86K
|
2.01K
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
41.8KNew |
$3.06M - $3.39M
|
41.8K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.73K- 5.51% |
$200K - $222K
|
46.8K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.6K- 3.43% |
$410K - $454K
|
158K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15- 0.44% |
$1.1K - $1.22K
|
3.4K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
799+ 2.2% |
$58.5K - $64.7K
|
37.1K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16.8K+ 27.14% |
$1.23M - $1.36M
|
78.6K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.92K+ 2.55% |
$360K - $399K
|
198K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.42% |
$1.68K - $1.86K
|
5.47K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 11.22% |
$19K - $21K
|
2.57K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-967- 4.18% |
$70.8K - $78.3K
|
22.2K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$73.2 - $81
|
152
$11.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$73.2 - $81
|
662
$51K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
685New |
$50.1K - $55.5K
|
685
$52.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.01K- 3.81% |
$366K - $406K
|
126K
$9.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.02% |
$951 - $1.05K
|
58.9K
$4.54M
|