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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
160New |
$11.5K - $12.4K
|
160
$11.9K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
150+ 0.4% |
$10.8K - $11.6K
|
37.3K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134+ 2.04% |
$9.63K - $10.4K
|
6.72K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
114+ 1.38% |
$8.2K - $8.84K
|
8.4K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81New |
$5.82K - $6.28K
|
81
$6.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.35% |
$2.16K - $2.33K
|
8.67K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26+ 0.61% |
$1.87K - $2.02K
|
4.3K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19+ 0.35% |
$1.37K - $1.47K
|
5.49K
$410K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$360 - $388
|
2.83K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$144 - $155
|
1.41K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.14% |
$144 - $155
|
1.41K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$144 - $155
|
5.45K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$71.9 - $77.6
|
153
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.43% |
$71.9 - $77.6
|
71
$5.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.38% |
$71.9 - $77.6
|
264
$19.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$71.9 - $77.6
|
4.26K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$71.9 - $77.6
|
201
$15K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$71.9 - $77.6
|
12.4K
$923K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.4% |
$71.9 - $77.6
|
252
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2- 0.04% |
$144 - $155
|
5.44K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.1% |
$144 - $155
|
2.01K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-22- 0.16% |
$1.58K - $1.71K
|
13.4K
$998K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-71- 97.26% |
$5.1K - $5.51K
|
2
$149
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 8.02% |
$5.9K - $6.36K
|
940
$70.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 42.5% |
$6.11K - $6.59K
|
115
$8.59K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-176- 2.96% |
$12.7K - $13.7K
|
5.78K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-185- 27.01% |
$13.3K - $14.4K
|
500
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-228- 5.39% |
$16.4K - $17.7K
|
4.01K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 34.87% |
$19.6K - $21.2K
|
510
$38.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-275- 3.67% |
$19.8K - $21.3K
|
7.21K
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-297- 1.42% |
$21.4K - $23K
|
20.6K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 8.99% |
$22K - $23.7K
|
3.1K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-325Closed |
$23.4K - $25.2K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-349- 5.4% |
$25.1K - $27.1K
|
6.12K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-417- 12.96% |
$30K - $32.3K
|
2.8K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-456- 3.05% |
$32.8K - $35.4K
|
14.5K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-504- 8.88% |
$36.2K - $39.1K
|
5.17K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-508- 6.05% |
$36.5K - $39.4K
|
7.89K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-695- 57.92% |
$50K - $53.9K
|
505
$37.7K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-702- 1.19% |
$50.5K - $54.5K
|
58.2K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-769- 2.22% |
$55.3K - $59.7K
|
33.8K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-973- 17.87% |
$70K - $75.5K
|
4.47K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-996- 3.51% |
$71.6K - $77.3K
|
27.4K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.14K- 5.96% |
$81.9K - $88.4K
|
18K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.21K- 1.43% |
$87.2K - $94.1K
|
83.5K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.8K- 4.31% |
$129K - $140K
|
40K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.91K- 7.26% |
$137K - $148K
|
24.4K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.93K- 6.38% |
$138K - $149K
|
28.3K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.07K- 10.36% |
$149K - $160K
|
17.9K
$1.34M
|