Purchases and Sales Made in Q2 2021 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
429K+ 209.67% |
$26.6M - $28.6M
|
633K
$46.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
218K+ 253.18% |
$13.5M - $14.5M
|
304K
$22.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Matrix Trust CO
|
BUY
|
- |
198K+ 191.52% |
$12.3M - $13.2M
|
301K
$22.1M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157KNew |
$9.78M - $10.5M
|
157K
$11.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 230.54% |
$4.84M - $5.2M
|
112K
$8.21M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.8K+ 207.55% |
$4.59M - $4.92M
|
109K
$8.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
61.8K+ 201.29% |
$3.84M - $4.12M
|
92.6K
$6.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.7K+ 188.94% |
$3.77M - $4.05M
|
92.9K
$6.82M
|
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
58.6K+ 201.12% |
$3.64M - $3.91M
|
87.8K
$6.45M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
55.8K+ 204.82% |
$3.47M - $3.72M
|
83.1K
$6.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
47.7K+ 178.92% |
$2.96M - $3.18M
|
74.4K
$5.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.8KNew |
$2.84M - $3.05M
|
45.8K
$3.36M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44.2K+ 113.05% |
$2.74M - $2.94M
|
83.2K
$6.11M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43K+ 190.06% |
$2.67M - $2.86M
|
65.6K
$4.81M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.2K+ 226.83% |
$2.62M - $2.81M
|
60.8K
$4.47M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.5KNew |
$2.2M - $2.36M
|
35.5K
$2.6M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$1.53M - $1.64M
|
24.6K
$1.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.5K+ 196.78% |
$1.4M - $1.5M
|
34K
$2.49M
|
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
22.5K+ 195.53% |
$1.4M - $1.5M
|
34K
$2.49M
|
|
|
Aug 12, 2021
Q2 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20.8K+ 217.56% |
$1.29M - $1.39M
|
30.4K
$2.23M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.5K+ 200.03% |
$966K - $1.04M
|
23.3K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 191.56% |
$956K - $1.03M
|
23.4K
$1.72M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 210.43% |
$927K - $994K
|
22K
$1.62M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 222.53% |
$831K - $892K
|
19.4K
$1.42M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.7KNew |
$790K - $848K
|
12.7K
$934K
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6K+ 206.0% |
$782K - $840K
|
18.7K
$1.37M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3K+ 198.77% |
$765K - $821K
|
18.5K
$1.36M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.9K+ 60422.22% |
$676K - $725K
|
10.9K
$800K
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 150.68% |
$671K - $720K
|
18K
$1.32M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 35.73% |
$670K - $719K
|
40.9K
$3.01M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.77K+ 182.21% |
$607K - $651K
|
15.1K
$1.11M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.64KNew |
$599K - $642K
|
9.64K
$708K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.13K+ 112.82% |
$567K - $609K
|
17.2K
$1.27M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.62K+ 179.16% |
$536K - $575K
|
13.4K
$986K
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.17K+ 200.0% |
$508K - $545K
|
12.3K
$900K
|
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
BUY
|
- |
8.12K+ 115.75% |
$504K - $541K
|
15.1K
$1.11M
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6.99K+ 200.0% |
$434K - $466K
|
10.5K
$770K
|
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
6.22K+ 200.0% |
$386K - $415K
|
9.33K
$685K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.89K+ 196.53% |
$366K - $393K
|
8.88K
$652K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.33K+ 200.0% |
$269K - $289K
|
6.5K
$477K
|
|
|
Jul 02, 2021
Q2 2021
|
M&R Capital Management Inc
|
BUY
|
- |
4.05K+ 200.0% |
$252K - $270K
|
6.08K
$446K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$242K - $259K
|
3.89K
$286K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.86KNew |
$240K - $257K
|
3.86K
$284K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.83KNew |
$238K - $255K
|
3.83K
$281K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.56KNew |
$221K - $238K
|
3.56K
$262K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 200.0% |
$220K - $236K
|
5.3K
$389K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
3.24KNew |
$201K - $216K
|
3.24K
$238K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 31.85% |
$198K - $212K
|
13.2K
$967K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.07K+ 210.27% |
$191K - $205K
|
4.53K
$333K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.98K+ 200.0% |
$185K - $199K
|
4.48K
$329K
|