Purchases and Sales Made in Q2 2025 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.7KNew |
$1.68M - $1.96M
|
25.7K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$1.56M - $1.83M
|
24K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.1K+ 78.58% |
$1.5M - $1.76M
|
52.5K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
19.5K+ 5.71% |
$1.27M - $1.48M
|
360K
$28.4M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.4K+ 235.19% |
$937K - $1.09M
|
20.5K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3KNew |
$864K - $1.01M
|
13.3K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
13.2K+ 91.45% |
$862K - $1.01M
|
27.7K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.69K+ 6.12% |
$306K - $357K
|
81.4K
$6.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
4.34KNew |
$283K - $330K
|
4.34K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 12.34% |
$196K - $229K
|
27.5K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 36.62% |
$84.6K - $98.8K
|
4.85K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
768New |
$50K - $58.4K
|
768
$60.5K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
56+ 0.67% |
$3.65K - $4.25K
|
8.46K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56New |
$3.65K - $4.25K
|
56
$4.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$326 - $380
|
2.84K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.76% |
$130 - $152
|
266
$21K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.79% |
$130 - $152
|
254
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-160- 4.46% |
$10.4K - $12.2K
|
3.43K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-279- 1.36% |
$18.2K - $21.2K
|
20.3K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 5.98% |
$28.1K - $32.7K
|
6.78K
$534K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 6.89% |
$80.3K - $93.7K
|
16.7K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 25.78% |
$86.8K - $101K
|
3.84K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 6.2% |
$109K - $128K
|
25.4K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.28K- 15.61% |
$278K - $325K
|
23.1K
$1.82M
|