Purchases and Sales Made in Q4 2025 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
29.5K+ 3.02% |
$2.3M - $2.4M
|
1.01M
$80.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.3KNew |
$1.19M - $1.24M
|
15.3K
$1.22M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
13.5K+ 5139.31% |
$1.05M - $1.09M
|
13.7K
$1.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
5.73K+ 3.05% |
$446K - $465K
|
193K
$15.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5.5KNew |
$429K - $447K
|
5.5K
$440K
|
|
|
Jan 28, 2026
Q4 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.45K+ 5.44% |
$347K - $361K
|
86.3K
$6.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.69K+ 6.47% |
$288K - $299K
|
60.7K
$4.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.2K+ 5.09% |
$249K - $259K
|
66K
$5.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.71KNew |
$211K - $220K
|
2.71K
$217K
|
|
|
Jan 27, 2026
Q4 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.59K+ 1.27% |
$202K - $210K
|
207K
$16.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.59K+ 1.27% |
$202K - $210K
|
207K
$16.5M
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.55K+ 221.16% |
$199K - $207K
|
3.7K
$296K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.77K+ 3.92% |
$138K - $143K
|
46.8K
$3.75M
|
|
|
Jan 28, 2026
Q4 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.46K+ 1.15% |
$114K - $118K
|
128K
$10.3M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.32K+ 31.41% |
$103K - $107K
|
5.52K
$442K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 7.92% |
$101K - $105K
|
17.6K
$1.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
985+ 18.2% |
$76.8K - $79.9K
|
6.4K
$512K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
936+ 3.58% |
$73K - $76K
|
27.1K
$2.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
730+ 3.72% |
$56.9K - $59.2K
|
20.4K
$1.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
586+ 523.21% |
$45.7K - $47.6K
|
698
$55.9K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
262New |
$20.4K - $21.3K
|
262
$21K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
248+ 0.99% |
$19.3K - $20.1K
|
25.3K
$2.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
179+ 0.65% |
$14K - $14.5K
|
27.8K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
164New |
$12.8K - $13.3K
|
164
$13.1K
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
35New |
$2.73K - $2.84K
|
35
$2.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 3.89% |
$2.49K - $2.6K
|
854
$68.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19+ 2.75% |
$1.48K - $1.54K
|
711
$56.9K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.22% |
$624 - $649
|
3.63K
$290K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.75% |
$156 - $162
|
269
$21.5K
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$77.9 - $81.2
|
466
$37.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 1.39% |
$77.9 - $81.2
|
73
$5.84K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.62% |
$77.9 - $81.2
|
161
$12.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$857 - $893
|
7.05K
$564K
|
|
|
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 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-60- 0.44% |
$4.68K - $4.87K
|
13.5K
$1.08M
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
SELL
|
- |
-72- 43.64% |
$5.61K - $5.84K
|
93
$7.44K
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-114- 4.32% |
$8.89K - $9.25K
|
2.52K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-183- 1.13% |
$14.3K - $14.9K
|
16.1K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-282- 4.87% |
$22K - $22.9K
|
5.5K
$440K
|
|
|
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 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-480- 0.58% |
$37.4K - $39K
|
82.7K
$6.62M
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-608- 18.79% |
$47.4K - $49.3K
|
2.63K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-992- 5.02% |
$77.3K - $80.5K
|
18.8K
$1.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.98K- 0.55% |
$154K - $161K
|
358K
$28.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.12K- 3.73% |
$165K - $172K
|
54.7K
$4.38M
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-13.5K- 98.09% |
$1.05M - $1.09M
|
262
$21K
|
|