Purchases and Sales Made in Q1 2025 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.4K+ 64.37% |
$5.85M - $6.31M
|
208K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.2K+ 12.12% |
$2.6M - $2.81M
|
335K
$25M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.4K+ 1200.26% |
$2.33M - $2.51M
|
35.1K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
25.6KNew |
$1.84M - $1.99M
|
25.6K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
23K+ 327.29% |
$1.65M - $1.78M
|
30K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4K+ 161.0% |
$1.54M - $1.66M
|
34.7K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 7.3% |
$1.01M - $1.09M
|
206K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.7K+ 11.22% |
$914K - $987K
|
126K
$9.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 7.81% |
$885K - $955K
|
170K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.74K+ 10.23% |
$628K - $678K
|
94.2K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18KNew |
$444K - $479K
|
6.18K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.14K+ 2.6% |
$369K - $399K
|
203K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.92KNew |
$354K - $382K
|
4.92K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 9.26% |
$312K - $336K
|
51.2K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$263K - $284K
|
3.66K
$273K
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
3.62K+ 3.46% |
$260K - $281K
|
108K
$8.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.55KNew |
$255K - $275K
|
3.55K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.39K+ 94.88% |
$244K - $263K
|
6.97K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26K+ 54.37% |
$235K - $253K
|
9.27K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.01KNew |
$217K - $234K
|
3.01K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.96K+ 11.2% |
$213K - $230K
|
29.4K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.89KNew |
$208K - $224K
|
2.89K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.84K+ 3.84% |
$204K - $220K
|
76.7K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
2.79KNew |
$201K - $216K
|
2.79K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.75K+ 5.22% |
$198K - $213K
|
55.4K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.71K+ 3.76% |
$195K - $210K
|
74.8K
$5.59M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.69K+ 100.0% |
$193K - $208K
|
5.37K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.63K+ 4.18% |
$189K - $204K
|
65.4K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.5K+ 1.91% |
$108K - $116K
|
80.1K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.19K+ 4.43% |
$85.5K - $92.2K
|
28K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 3.21% |
$84K - $90.6K
|
37.5K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 27.22% |
$76.9K - $83K
|
5K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 7.49% |
$76.4K - $82.4K
|
15.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818+ 14.65% |
$58.8K - $63.5K
|
6.4K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
573+ 19.0% |
$41.2K - $44.4K
|
3.59K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
531+ 0.32% |
$38.2K - $41.2K
|
167K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
522+ 8.45% |
$37.5K - $40.5K
|
6.7K
$501K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
515New |
$37K - $39.9K
|
515
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
463New |
$33.3K - $35.9K
|
463
$34.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
422+ 27.62% |
$30.3K - $32.7K
|
1.95K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
409+ 1.88% |
$29.4K - $31.7K
|
22.2K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
403+ 130.0% |
$29K - $31.3K
|
713
$53.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
374+ 37400.0% |
$26.9K - $29K
|
375
$28K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
315+ 0.31% |
$22.6K - $24.4K
|
102K
$7.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$21.6K - $23.3K
|
300
$22.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
290+ 0.15% |
$20.9K - $22.5K
|
199K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
290+ 0.15% |
$20.9K - $22.5K
|
199K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
254+ 2.79% |
$18.3K - $19.7K
|
9.35K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
217+ 0.97% |
$15.6K - $16.8K
|
22.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
175+ 0.41% |
$12.6K - $13.6K
|
43.1K
$3.22M
|