Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.12K- 3.73% |
$165K - $172K
|
54.7K
$4.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.98K- 0.55% |
$154K - $161K
|
358K
$28.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-992- 5.02% |
$77.3K - $80.5K
|
18.8K
$1.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-608- 18.79% |
$47.4K - $49.3K
|
2.63K
$210K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-480- 0.58% |
$37.4K - $39K
|
82.7K
$6.62M
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-368- 1.46% |
$28.7K - $29.9K
|
24.8K
$1.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-282- 4.87% |
$22K - $22.9K
|
5.5K
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-183- 1.13% |
$14.3K - $14.9K
|
16.1K
$1.29M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-114- 4.32% |
$8.89K - $9.25K
|
2.52K
$202K
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
SELL
|
- |
-72- 43.64% |
$5.61K - $5.84K
|
93
$7.44K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-60- 0.44% |
$4.68K - $4.87K
|
13.5K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13- 0.07% |
$1.01K - $1.06K
|
19.1K
$1.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$857 - $893
|
7.05K
$564K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.62% |
$77.9 - $81.2
|
161
$12.9K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.8K- 13.03% |
$3.88M - $4.1M
|
339K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.2K- 6.94% |
$3.6M - $3.81M
|
633K
$50.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.17K- 5.74% |
$394K - $416K
|
84.9K
$6.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-4.34KClosed |
$331K - $350K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.86K- 5.69% |
$218K - $231K
|
47.5K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.58K- 6.65% |
$197K - $208K
|
36.2K
$2.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.98K- 7.44% |
$151K - $160K
|
24.7K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 2.13% |
$94.6K - $100K
|
57.1K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-762- 13.63% |
$58.1K - $61.4K
|
4.83K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-689- 10.72% |
$52.6K - $55.6K
|
5.74K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-499- 9.29% |
$38.1K - $40.2K
|
4.87K
$390K
|
|
|
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 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-388- 5.72% |
$29.6K - $31.3K
|
6.39K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-383- 31.71% |
$29.2K - $30.9K
|
825
$66K
|
|
|
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
|
Western Wealth Management, LLC
|
SELL
|
- |
-193- 6.89% |
$14.7K - $15.6K
|
2.61K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-147- 0.88% |
$11.2K - $11.9K
|
16.6K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-106- 3.5% |
$8.09K - $8.55K
|
2.92K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102- 0.56% |
$7.78K - $8.22K
|
18.2K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-93- 4.07% |
$7.09K - $7.5K
|
2.19K
$175K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 1.69% |
$6.26K - $6.61K
|
4.77K
$382K
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.25% |
$1.53K - $1.61K
|
8.11K
$649K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.16% |
$687 - $726
|
5.65K
$452K
|
|
| Q2 2025 | |||||||
|
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 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 50.87% |
$243K - $283K
|
3.6K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 6.2% |
$109K - $128K
|
25.4K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 10.6% |
$95K - $111K
|
12.3K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 25.78% |
$86.8K - $101K
|
3.84K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-374- 99.73% |
$24.3K - $28.4K
|
1
$80
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-260- 5.81% |
$16.9K - $19.8K
|
4.22K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$96.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 8.99% |
$22K - $23.7K
|
3.1K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 34.87% |
$19.6K - $21.2K
|
510
$40.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-185- 27.01% |
$13.3K - $14.4K
|
500
$40K
|
|