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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.44K- 49.97% |
$398K - $441K
|
5.45K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.01K- 3.81% |
$366K - $406K
|
126K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.03K- 17.59% |
$222K - $245K
|
14.2K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.6K- 0.46% |
$117K - $129K
|
343K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.49% |
$80.6K - $89.2K
|
30.5K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-998- 3.65% |
$73K - $80.9K
|
26.3K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-992- 2.04% |
$72.6K - $80.4K
|
47.6K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-967- 4.18% |
$70.8K - $78.3K
|
22.2K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-742- 4.14% |
$54.3K - $60.1K
|
17.2K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-471- 8.06% |
$34.5K - $38.2K
|
5.37K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 5.11% |
$11.1K - $12.2K
|
2.8K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 0.1% |
$6.51K - $7.21K
|
84.7K
$6.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-33- 0.16% |
$2.42K - $2.67K
|
20.9K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.41% |
$1.61K - $1.78K
|
5.41K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.02% |
$951 - $1.05K
|
58.9K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 4.71% |
$586 - $648
|
162
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.85% |
$366 - $405
|
582
$44K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$73.2 - $81
|
16.2K
$1.22M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-143K- 42.3% |
$9.99M - $11M
|
195K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 8.77% |
$1.09M - $1.21M
|
163K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 27.59% |
$985K - $1.09M
|
37.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 4.73% |
$629K - $694K
|
182K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.37K- 74.77% |
$305K - $336K
|
1.48K
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.28K- 18.58% |
$298K - $328K
|
18.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 5.41% |
$85.1K - $93.8K
|
21.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-975- 1.93% |
$68K - $74.9K
|
49.6K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-850- 5.9% |
$59.2K - $65.3K
|
13.6K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-665- 10.49% |
$46.4K - $51.1K
|
5.67K
$429K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 1.82% |
$43.4K - $47.9K
|
33.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-554- 0.54% |
$38.6K - $42.6K
|
102K
$7.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-400- 2.61% |
$27.9K - $30.7K
|
14.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-377- 1.75% |
$26.3K - $29K
|
21.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-223- 3.87% |
$15.5K - $17.1K
|
5.54K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 6.29% |
$15.5K - $17.1K
|
3.31K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-113- 1.81% |
$7.88K - $8.68K
|
6.13K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 39.22% |
$6.97K - $7.68K
|
155
$11.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-84- 2.4% |
$5.85K - $6.45K
|
3.42K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 1.99% |
$4.53K - $4.99K
|
3.2K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.75% |
$4.53K - $4.99K
|
8.64K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$152K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-23- 0.17% |
$1.6K - $1.77K
|
13.4K
$1.01M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.7K- 80.38% |
$2.64M - $2.82M
|
9.45K
$715K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-579- 14.58% |
$39.5K - $42.1K
|
3.39K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-225- 2.92% |
$15.3K - $16.4K
|
7.49K
$566K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-135- 0.59% |
$9.21K - $9.82K
|
22.7K
$1.71M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-685- 98.14% |
$44.9K - $49.7K
|
13
$983
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-664- 11.59% |
$43.6K - $48.2K
|
5.06K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-395- 3.88% |
$25.9K - $28.7K
|
9.79K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 23.08% |
$3.94K - $4.35K
|
200
$15.1K
|
|