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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 4.02% |
$168K - $181K
|
55.8K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 99.42% |
$183K - $198K
|
15
$1.12K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66K- 49.46% |
$191K - $206K
|
2.72K
$203K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.7K- 38.77% |
$194K - $209K
|
4.27K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.84K- 0.83% |
$204K - $220K
|
341K
$25.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.87K- 87.74% |
$206K - $223K
|
401
$29.9K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.14K- 14.13% |
$225K - $243K
|
19K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.22K- 18.75% |
$232K - $250K
|
14K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 11.11% |
$243K - $262K
|
27.1K
$2.02M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32.1K- 91.41% |
$2.31M - $2.49M
|
3.02K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-39.7K- 83.48% |
$2.86M - $3.08M
|
7.86K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.5K- 12.47% |
$4.06M - $4.38M
|
397K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-59.4K- 80.67% |
$4.27M - $4.61M
|
14.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.8K- 11.02% |
$6.39M - $6.89M
|
717K
$53.6M
|