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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$191K - $211K
|
2.75K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 6.29% |
$15.5K - $17.1K
|
3.31K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.37K- 74.77% |
$305K - $336K
|
1.48K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$189K - $208K
|
2.71K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.63% |
$139 - $154
|
318
$24.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$11.8K - $13K
|
169
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 1.99% |
$4.53K - $4.99K
|
3.2K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
310New |
$21.6K - $23.8K
|
310
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.45% |
$69.7 - $76.8
|
70
$5.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41+ 0.92% |
$2.86K - $3.15K
|
4.47K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 15.28% |
$767 - $845
|
83
$6.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-400- 2.61% |
$27.9K - $30.7K
|
14.9K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.81KNew |
$196K - $216K
|
2.81K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$1.62M - $1.79M
|
23.3K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
442+ 12.58% |
$30.8K - $34K
|
3.96K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.43KNew |
$239K - $263K
|
3.43K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 5.6% |
$996K - $1.1M
|
270K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 4.69% |
$133K - $146K
|
42.4K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 39.22% |
$6.97K - $7.68K
|
155
$11.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.75% |
$4.53K - $4.99K
|
8.64K
$657K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-665- 10.49% |
$46.4K - $51.1K
|
5.67K
$432K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-579- 14.58% |
$39.5K - $42.1K
|
3.39K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.7K- 80.38% |
$2.64M - $2.82M
|
9.45K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.38K
|
7.44K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
153+ 4.64% |
$10.4K - $11.1K
|
3.45K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 1.47% |
$8.32K - $8.87K
|
8.4K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
804New |
$54.8K - $58.5K
|
804
$61.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-225- 2.92% |
$15.3K - $16.4K
|
7.49K
$569K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
94+ 348.15% |
$6.41K - $6.84K
|
121
$9.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-135- 0.59% |
$9.21K - $9.82K
|
22.7K
$1.72M
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$92.1K - $102K
|
1.4K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-685- 98.14% |
$44.9K - $49.7K
|
13
$989
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$199K - $220K
|
3.03K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-395- 3.88% |
$25.9K - $28.7K
|
9.79K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 23.08% |
$3.94K - $4.35K
|
200
$15.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
193+ 78.46% |
$12.7K - $14K
|
439
$33.4K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.3KNew |
$217K - $239K
|
3.3K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$370K - $409K
|
5.64K
$429K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.97K+ 68.16% |
$195K - $216K
|
7.33K
$558K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$1.71K - $1.89K
|
26
$1.98K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-13- 19.7% |
$853 - $943
|
53
$4.03K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.6K- 36.25% |
$207K - $245K
|
6.33K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$2.59K - $3.06K
|
45
$3.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 12.33% |
$26.8K - $31.8K
|
3.32K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$3.97K - $4.69K
|
69
$5.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 99.93% |
$79.3K - $93.9K
|
1
$76.1
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-52- 50.0% |
$2.99K - $3.54K
|
52
$3.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 1.37% |
$517 - $612
|
668
$50.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.44% |
$287 - $340
|
352
$26.8K
|
|