Latest Institutional Purchases of Ishares Morningstar Mid Cap Va (IMCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Va (IMCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 1.52% |
$15.1K - $16.7K
|
13.8K
$954K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
198New |
$14.5K - $16K
|
198
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
102+ 2.66% |
$7.47K - $8.26K
|
3.93K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
73New |
$5.34K - $5.91K
|
73
$5.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 3.08% |
$4.39K - $4.86K
|
2.01K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 3.31% |
$3.59K - $3.97K
|
1.53K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.77% |
$3.44K - $3.81K
|
6.18K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.71% |
$2.2K - $2.43K
|
4.27K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.42% |
$1.68K - $1.86K
|
5.47K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.45% |
$878 - $972
|
2.69K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.22% |
$732 - $810
|
4.53K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.01% |
$146 - $162
|
200
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.05% |
$146 - $162
|
4.26K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$73.2 - $81
|
5.95K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$73.2 - $81
|
152
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$73.2 - $81
|
662
$45.9K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$1.62M - $1.79M
|
23.3K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 5.6% |
$996K - $1.1M
|
270K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 100.69% |
$757K - $834K
|
21.6K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.43KNew |
$239K - $263K
|
3.43K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.81KNew |
$196K - $216K
|
2.81K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$191K - $211K
|
2.75K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$189K - $208K
|
2.71K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 4.69% |
$133K - $146K
|
42.4K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
442+ 12.58% |
$30.8K - $34K
|
3.96K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
310New |
$21.6K - $23.8K
|
310
$21.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 15.28% |
$767 - $845
|
83
$5.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.63% |
$139 - $154
|
318
$22K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.45% |
$69.7 - $76.8
|
70
$4.85K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
804New |
$54.8K - $58.5K
|
804
$55.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
153+ 4.64% |
$10.4K - $11.1K
|
3.45K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 1.47% |
$8.32K - $8.87K
|
8.4K
$582K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
94+ 348.15% |
$6.41K - $6.84K
|
121
$8.38K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.38K
|
7.44K
$515K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.3KNew |
$217K - $239K
|
3.3K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$199K - $220K
|
3.03K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.97K+ 68.16% |
$195K - $216K
|
7.33K
$508K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$92.1K - $102K
|
1.4K
$97.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
193+ 78.46% |
$12.7K - $14K
|
439
$30.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$1.71K - $1.89K
|
26
$1.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
187KNew |
$10.8M - $12.7M
|
187K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
490+ 2.22% |
$28.2K - $33.3K
|
22.5K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$3.97K - $4.69K
|
69
$4.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$2.59K - $3.06K
|
45
$3.12K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 1.37% |
$517 - $612
|
668
$46.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.44% |
$287 - $340
|
352
$24.4K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.19K+ 36.38% |
$374K - $411K
|
23.2K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.62KNew |
$219K - $241K
|
3.62K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.6KNew |
$96.4K - $106K
|
1.6K
$111K
|
|