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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-675- 15.1% |
$43.9K - $51.3K
|
3.8K
$299K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-749- 3.93% |
$48.8K - $56.9K
|
18.3K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-859- 1.68% |
$55.9K - $65.3K
|
50.3K
$3.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.61% |
$77.3K - $90.2K
|
16.8K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.23K- 3.07% |
$79.9K - $93.3K
|
38.8K
$3.05M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 10.6% |
$95K - $111K
|
12.3K
$969K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.65K- 5.88% |
$107K - $125K
|
26.4K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 6.2% |
$109K - $128K
|
25.4K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.21K- 28.11% |
$144K - $168K
|
5.65K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 50.87% |
$243K - $283K
|
3.6K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.28K- 15.61% |
$278K - $325K
|
23.1K
$1.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.54K- 1.65% |
$425K - $497K
|
390K
$30.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-15.3K- 12.17% |
$999K - $1.17M
|
111K
$8.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.1K- 78.0% |
$1.76M - $2.06M
|
7.64K
$602K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.5K- 5.22% |
$2.44M - $2.85M
|
680K
$53.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.1K- 21.73% |
$2.94M - $3.43M
|
163K
$12.8M
|