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 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 196.34% |
$160K - $172K
|
3.89K
$300K
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
BUY
|
- |
2.31K+ 180.86% |
$143K - $154K
|
3.58K
$276K
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 200.0% |
$137K - $147K
|
3.3K
$255K
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.7K+ 200.0% |
$106K - $113K
|
2.55K
$197K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$93.2K - $100K
|
1.5K
$116K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.44K+ 200.0% |
$89.2K - $95.7K
|
2.15K
$166K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.08K+ 200.0% |
$67.1K - $72K
|
1.62K
$125K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 200.0% |
$62.1K - $66.7K
|
1.5K
$116K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
630+ 200.0% |
$39.1K - $42K
|
945
$72.9K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
594+ 249.58% |
$36.9K - $39.6K
|
832
$64.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
365New |
$22.7K - $24.3K
|
365
$28.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
360+ 200.0% |
$22.4K - $24K
|
540
$41.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
340+ 200.0% |
$21.1K - $22.7K
|
510
$39.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
340+ 200.0% |
$21.1K - $22.7K
|
510
$39.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
330New |
$20.5K - $22K
|
330
$25.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
290+ 1450.0% |
$18K - $19.3K
|
310
$23.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
242+ 200.0% |
$15K - $16.1K
|
363
$28K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
210+ 200.0% |
$13K - $14K
|
315
$24.3K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
188+ 200.0% |
$11.7K - $12.5K
|
282
$21.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
186+ 200.0% |
$11.6K - $12.4K
|
279
$21.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
182+ 200.0% |
$11.3K - $12.1K
|
273
$21.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
172+ 19.46% |
$10.7K - $11.5K
|
1.06K
$81.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
164+ 200.0% |
$10.2K - $10.9K
|
246
$19K
|
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
BUY
|
- |
161+ 201.25% |
$10K - $10.7K
|
241
$18.6K
|
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 200.0% |
$6.46K - $6.93K
|
156
$12K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
80New |
$4.97K - $5.33K
|
80
$6.17K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$4.29K - $4.6K
|
69
$5.33K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 200.0% |
$2.73K - $2.93K
|
66
$5.09K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 200.0% |
$2.24K - $2.4K
|
54
$4.17K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 28.0% |
$2.17K - $2.33K
|
160
$12.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 200.0% |
$1.24K - $1.33K
|
30
$2.32K
|
|
|
Aug 30, 2021
Q2 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12+ 52.17% |
$746 - $800
|
35
$2.7K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-54Closed |
$3.36K - $3.6K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-235Closed |
$14.6K - $15.7K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-288- 90.57% |
$17.9K - $19.2K
|
30
$2.32K
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-846Closed |
$52.6K - $56.4K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.45KClosed |
$90.3K - $96.9K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51KClosed |
$93.7K - $101K
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.86K- 86.56% |
$240K - $258K
|
600
$46.3K
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.01KClosed |
$436K - $467K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 63.83% |
$815K - $874K
|
7.43K
$574K
|