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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
686+ 13.72% |
$44.7K - $52.1K
|
5.69K
$448K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
649+ 11.23% |
$42.2K - $49.3K
|
6.43K
$506K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
431+ 11.77% |
$28.1K - $32.7K
|
4.09K
$322K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
396+ 0.92% |
$25.8K - $30.1K
|
43.5K
$3.43M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
367+ 18.82% |
$23.9K - $27.9K
|
2.32K
$182K
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
366+ 0.66% |
$23.8K - $27.8K
|
55.7K
$4.39M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
303+ 4.51% |
$19.7K - $23K
|
7.02K
$553K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
217New |
$14.1K - $16.5K
|
217
$17.1K
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
180New |
$11.7K - $13.7K
|
180
$14.2K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
142+ 1.06% |
$9.24K - $10.8K
|
13.5K
$1.06M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
140+ 2.57% |
$9.11K - $10.6K
|
5.59K
$440K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
119+ 16.69% |
$7.75K - $9.04K
|
832
$65.5K
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
113+ 1.21% |
$7.36K - $8.59K
|
9.46K
$745K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
81+ 20.2% |
$5.27K - $6.15K
|
482
$38K
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
72New |
$4.69K - $5.47K
|
72
$5.67K
|
|
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
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39+ 0.61% |
$2.54K - $2.96K
|
6.44K
$507K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36New |
$2.34K - $2.74K
|
36
$2.83K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.58% |
$1.63K - $1.9K
|
4.33K
$341K
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22+ 0.16% |
$1.43K - $1.67K
|
14K
$1.1M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 0.66% |
$1.37K - $1.6K
|
3.22K
$254K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
20+ 24.1% |
$1.3K - $1.52K
|
103
$8.11K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$976 - $1.14K
|
15
$1.18K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.5% |
$976 - $1.14K
|
3.03K
$238K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$326 - $380
|
2.84K
$223K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.53% |
$326 - $380
|
945
$74.4K
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
5+ 0.18% |
$326 - $380
|
2.8K
$220K
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.2% |
$260 - $304
|
2.01K
$158K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.79% |
$130 - $152
|
254
$20K
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.76% |
$130 - $152
|
266
$20.9K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$65.1 - $76
|
202
$15.9K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$65.1 - $76
|
4.26K
$335K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$65.1 - $76
|
12.4K
$974K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$65.1 - $76
|
2.8K
$221K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.22% |
$65.1 - $76
|
464
$36.5K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.65% |
$65.1 - $76
|
154
$12.1K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-61- 0.24% |
$3.97K - $4.63K
|
25.5K
$2.01M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 13.44% |
$5.79K - $6.76K
|
573
$45.1K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 0.11% |
$5.99K - $6.99K
|
83.4K
$6.57M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-160- 4.46% |
$10.4K - $12.2K
|
3.43K
$270K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$95.1K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$95.1K
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-260- 5.81% |
$16.9K - $19.8K
|
4.22K
$332K
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-279- 1.36% |
$18.2K - $21.2K
|
20.3K
$1.6M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-374- 99.73% |
$24.3K - $28.4K
|
1
$78.7
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 5.98% |
$28.1K - $32.7K
|
6.78K
$534K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-533- 3.74% |
$34.7K - $40.5K
|
13.7K
$1.08M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-540- 6.23% |
$35.2K - $41K
|
8.13K
$640K
|