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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-93- 4.07% |
$7.09K - $7.5K
|
2.19K
$175K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
143+ 0.52% |
$10.9K - $11.5K
|
27.6K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.42K- 6.91% |
$108K - $114K
|
19.1K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
45.3K+ 55.57% |
$3.45M - $3.65M
|
127K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.64KNew |
$201K - $213K
|
2.64K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.38% |
$76.3 - $80.6
|
267
$21.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 19.65% |
$788K - $832K
|
62.8K
$5.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-10- 1.2% |
$763 - $806
|
822
$65.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-192- 5.6% |
$14.6K - $15.5K
|
3.24K
$259K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
2.31K+ 1.15% |
$177K - $187K
|
204K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112New |
$8.54K - $9.03K
|
112
$8.96K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.39% |
$76.3 - $80.6
|
255
$20.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
396+ 1.54% |
$30.2K - $31.9K
|
26.1K
$2.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$381 - $403
|
2.84K
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
218+ 0.06% |
$16.6K - $17.6K
|
360K
$28.8M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.1K+ 146.97% |
$3.59M - $4.19M
|
92.6K
$7.41M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
180New |
$11.7K - $13.7K
|
180
$14.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$65.1 - $76
|
4.26K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 10.6% |
$95K - $111K
|
12.3K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.1K- 78.0% |
$1.76M - $2.06M
|
7.64K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$96.7K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-533- 3.74% |
$34.7K - $40.5K
|
13.7K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
113+ 1.21% |
$7.36K - $8.59K
|
9.46K
$757K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$65.1 - $76
|
12.4K
$990K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$976 - $1.14K
|
15
$1.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.77K+ 4.77% |
$181K - $211K
|
61K
$4.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36New |
$2.34K - $2.74K
|
36
$2.88K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 50.87% |
$243K - $283K
|
3.6K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-260- 5.81% |
$16.9K - $19.8K
|
4.22K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
217New |
$14.1K - $16.5K
|
217
$17.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-374- 99.73% |
$24.3K - $28.4K
|
1
$80
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
72New |
$4.69K - $5.47K
|
72
$5.76K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 25.78% |
$86.8K - $101K
|
3.84K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 6.2% |
$109K - $128K
|
25.4K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
768New |
$50K - $58.4K
|
768
$61.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.89KNew |
$208K - $224K
|
2.89K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18KNew |
$444K - $479K
|
6.18K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.43% |
$71.9 - $77.6
|
71
$5.68K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.92KNew |
$354K - $382K
|
4.92K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 42.5% |
$6.11K - $6.59K
|
115
$9.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 34.87% |
$19.6K - $21.2K
|
510
$40.8K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 8.99% |
$22K - $23.7K
|
3.1K
$248K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
515New |
$37K - $39.9K
|
515
$41.2K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81New |
$5.82K - $6.28K
|
81
$6.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
160New |
$11.5K - $12.4K
|
160
$12.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-185- 27.01% |
$13.3K - $14.4K
|
500
$40K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-71- 97.26% |
$5.1K - $5.51K
|
2
$160
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$21.6K - $23.3K
|
300
$24K
|
|