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 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
320+ 3.78% |
$24.4K - $25.8K
|
8.78K
$702K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
501New |
$38.2K - $40.4K
|
501
$40.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
648+ 128.32% |
$49.4K - $52.2K
|
1.15K
$92.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.02% |
$610 - $645
|
40.7K
$3.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
62+ 3.08% |
$4.73K - $5K
|
2.07K
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.17K+ 8.16% |
$471K - $498K
|
81.8K
$6.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38K+ 36.48% |
$258K - $273K
|
12.6K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
437+ 76.27% |
$33.3K - $35.2K
|
1.01K
$80.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
210+ 43.57% |
$16K - $16.9K
|
692
$55.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-464- 3.32% |
$35.4K - $37.4K
|
13.5K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
143+ 3.99% |
$10.9K - $11.5K
|
3.73K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
99+ 1.74% |
$7.55K - $7.98K
|
5.79K
$463K
|
|
|
Nov 05, 2025
Q3 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
14.1K+ 12.67% |
$1.08M - $1.14M
|
126K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.2K+ 71.46% |
$6.04M - $6.38M
|
190K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
13.2K+ 41.22% |
$1M - $1.06M
|
45.1K
$3.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.24K+ 4.2% |
$323K - $342K
|
105K
$8.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-304- 1.1% |
$23.2K - $24.5K
|
27.4K
$2.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.22% |
$381 - $403
|
2.32K
$186K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-395- 1.55% |
$30.1K - $31.8K
|
25.1K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-193- 6.89% |
$14.7K - $15.6K
|
2.61K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
717+ 0.87% |
$54.7K - $57.8K
|
83K
$6.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-762- 13.63% |
$58.1K - $61.4K
|
4.83K
$386K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.29K+ 2.31% |
$98.3K - $104K
|
57K
$4.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
196+ 4.57% |
$15K - $15.8K
|
4.49K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.16% |
$687 - $726
|
5.65K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.46K+ 1.19% |
$111K - $118K
|
124K
$9.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
62+ 60.19% |
$4.73K - $5K
|
165
$13.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23+ 0.53% |
$1.75K - $1.85K
|
4.35K
$348K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.32K- 5.02% |
$101K - $107K
|
25.1K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.8K+ 136.58% |
$2.5M - $2.65M
|
56.8K
$4.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
979KNew |
$74.7M - $78.9M
|
979K
$78.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-225- 0.27% |
$17.2K - $18.1K
|
83.2K
$6.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.23KNew |
$323K - $341K
|
4.23K
$338K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.58K- 6.65% |
$197K - $208K
|
36.2K
$2.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-57- 1.01% |
$4.35K - $4.6K
|
5.6K
$448K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-331- 1.99% |
$25.3K - $26.7K
|
16.3K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.6KNew |
$198K - $210K
|
2.6K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-499- 9.29% |
$38.1K - $40.2K
|
4.87K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$76.3 - $80.6
|
465
$37.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
133+ 3.25% |
$10.1K - $10.7K
|
4.23K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-147- 0.88% |
$11.2K - $11.9K
|
16.6K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-4.34KClosed |
$331K - $350K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
12+ 21.43% |
$915 - $968
|
68
$5.44K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.31K+ 1.15% |
$177K - $187K
|
204K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.42KNew |
$261K - $276K
|
3.42K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976+ 7.35% |
$74.5K - $78.7K
|
14.2K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 0.79% |
$162K - $171K
|
272K
$21.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 31.44% |
$76.7K - $81K
|
4.2K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-543- 2.68% |
$41.4K - $43.8K
|
19.8K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 0.33% |
$1.37K - $1.45K
|
5.41K
$433K
|
|