Purchases and Sales Made in Q2 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.23% |
$1.36K - $1.45K
|
8.71K
$665K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31- 0.88% |
$2.11K - $2.25K
|
3.5K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54- 6.73% |
$3.68K - $3.93K
|
748
$57.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-72- 3.51% |
$4.91K - $5.24K
|
1.98K
$151K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-135- 0.59% |
$9.21K - $9.82K
|
22.7K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-162- 3.53% |
$11.1K - $11.8K
|
4.43K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-209- 3.68% |
$14.3K - $15.2K
|
5.47K
$418K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-225- 2.92% |
$15.3K - $16.4K
|
7.49K
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-270- 1.73% |
$18.4K - $19.6K
|
15.3K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-270- 4.29% |
$18.4K - $19.6K
|
6.02K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-297- 20.9% |
$20.3K - $21.6K
|
1.12K
$85.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-313- 47.71% |
$21.4K - $22.8K
|
343
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-374- 10.15% |
$25.5K - $27.2K
|
3.31K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-378- 0.46% |
$25.8K - $27.5K
|
81.4K
$6.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-378- 2.21% |
$25.8K - $27.5K
|
16.7K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-381- 1.73% |
$26K - $27.7K
|
21.6K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-415- 6.72% |
$28.3K - $30.2K
|
5.76K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-453- 5.13% |
$30.9K - $33K
|
8.38K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-478- 1.68% |
$32.6K - $34.8K
|
28K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-507- 8.49% |
$34.6K - $36.9K
|
5.46K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-527- 20.38% |
$36K - $38.3K
|
2.06K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-527- 20.38% |
$36K - $38.3K
|
2.06K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-549- 14.39% |
$37.5K - $39.9K
|
3.27K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-579- 14.58% |
$39.5K - $42.1K
|
3.39K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-632- 1.04% |
$43.1K - $46K
|
60.4K
$4.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-666- 9.63% |
$45.4K - $48.4K
|
6.25K
$477K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-670- 18.01% |
$45.7K - $48.7K
|
3.05K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-873- 19.84% |
$59.6K - $63.5K
|
3.53K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-995- 0.45% |
$67.9K - $72.4K
|
222K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 2.04% |
$83.4K - $89K
|
58.8K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 3.04% |
$117K - $124K
|
54.6K
$4.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.81K- 7.31% |
$124K - $132K
|
23K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.01K- 6.47% |
$137K - $146K
|
29K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.21K- 92.85% |
$150K - $160K
|
170
$13K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.24K- 8.35% |
$221K - $236K
|
35.5K
$2.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.28% |
$308K - $328K
|
348K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 98.92% |
$312K - $333K
|
50
$3.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.77K- 48.18% |
$666K - $711K
|
10.5K
$803K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.93K- 4.8% |
$678K - $723K
|
197K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 49.03% |
$707K - $754K
|
10.8K
$824K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.7K- 17.43% |
$728K - $776K
|
50.6K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-13.4K- 14.25% |
$914K - $974K
|
80.6K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.5K- 28.74% |
$2.56M - $2.73M
|
93K
$7.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.7K- 80.38% |
$2.64M - $2.82M
|
9.45K
$722K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.6K- 55.06% |
$3.39M - $3.61M
|
40.5K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-139K- 26.11% |
$9.46M - $10.1M
|
393K
$30M
|