Purchases and Sales Made in Q4 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP VA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$21.9M - $24.2M
|
299K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52.6KNew |
$3.85M - $4.26M
|
52.6K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49K+ 12.13% |
$3.59M - $3.97M
|
453K
$34.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
41.8KNew |
$3.06M - $3.39M
|
41.8K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16.8K+ 27.14% |
$1.23M - $1.36M
|
78.6K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.3K+ 74.77% |
$828K - $917K
|
26.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 20.77% |
$790K - $874K
|
62.8K
$4.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.15K+ 8.78% |
$670K - $741K
|
113K
$8.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.98K+ 28.7% |
$438K - $485K
|
26.8K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.87K+ 7.37% |
$429K - $475K
|
85.4K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 7.46% |
$366K - $406K
|
72.1K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.92K+ 2.55% |
$360K - $399K
|
198K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.23KNew |
$310K - $343K
|
4.23K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.27KNew |
$239K - $265K
|
3.27K
$249K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.02KNew |
$221K - $244K
|
3.02K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 84.79% |
$183K - $202K
|
5.44K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.4K+ 57.51% |
$176K - $195K
|
6.58K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 61.33% |
$167K - $185K
|
6K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 85.48% |
$166K - $184K
|
4.92K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 4.88% |
$146K - $162K
|
42.9K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.83K+ 209.75% |
$134K - $148K
|
2.7K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.38% |
$126K - $139K
|
73.9K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.94% |
$121K - $134K
|
58.1K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.22K+ 15.42% |
$88.9K - $98.4K
|
9.09K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.16K+ 5.46% |
$84.8K - $93.8K
|
22.4K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.13K+ 1.09% |
$82.7K - $91.6K
|
104K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 17.74% |
$77.5K - $85.8K
|
7.03K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
960New |
$70.3K - $77.8K
|
960
$73K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.72% |
$67K - $74.2K
|
34.6K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
867+ 1.19% |
$63.5K - $70.2K
|
73.6K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
799+ 2.2% |
$58.5K - $64.7K
|
37.1K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
685New |
$50.1K - $55.5K
|
685
$52.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
600+ 1.39% |
$43.9K - $48.6K
|
43.9K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
522+ 10.31% |
$38.2K - $42.3K
|
5.59K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
479+ 6.14% |
$35.1K - $38.8K
|
8.29K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
459+ 0.23% |
$33.6K - $37.2K
|
198K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
459+ 0.23% |
$33.6K - $37.2K
|
198K
$15.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
417New |
$30.5K - $33.8K
|
417
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
400+ 1.87% |
$29.3K - $32.4K
|
21.7K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
366+ 1.95% |
$26.8K - $29.7K
|
19.1K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
305New |
$22.3K - $24.7K
|
305
$23.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
273+ 53.53% |
$20K - $22.1K
|
783
$59.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 11.22% |
$19K - $21K
|
2.57K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
251New |
$18.4K - $20.3K
|
251
$19.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
222New |
$16.2K - $18K
|
222
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 1.52% |
$15.1K - $16.7K
|
13.8K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
198New |
$14.5K - $16K
|
198
$15K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
102+ 2.66% |
$7.47K - $8.26K
|
3.93K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
73New |
$5.34K - $5.91K
|
73
$5.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
73+ 0.26% |
$5.34K - $5.91K
|
28.4K
$2.16M
|