Purchases and Sales Made in Q3 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23+ 0.72% |
$1.6K - $1.77K
|
3.23K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 15.28% |
$767 - $845
|
83
$6.39K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.24% |
$767 - $845
|
4.52K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.1% |
$418 - $461
|
5.95K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$139 - $154
|
261
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$139 - $154
|
12.6K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.63% |
$139 - $154
|
318
$24.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.51% |
$69.7 - $76.8
|
198
$15.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$69.7 - $76.8
|
4.25K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.45% |
$69.7 - $76.8
|
70
$5.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13- 0.24% |
$906 - $999
|
5.45K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-23- 0.17% |
$1.6K - $1.77K
|
13.4K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34- 0.62% |
$2.37K - $2.61K
|
5.43K
$418K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$155K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.75% |
$4.53K - $4.99K
|
8.64K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 1.99% |
$4.53K - $4.99K
|
3.2K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-73- 3.61% |
$5.09K - $5.61K
|
1.95K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-84- 2.4% |
$5.85K - $6.45K
|
3.42K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 11.63% |
$6.06K - $6.68K
|
661
$50.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 39.22% |
$6.97K - $7.68K
|
155
$11.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-113- 1.81% |
$7.88K - $8.68K
|
6.13K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-123- 0.58% |
$8.57K - $9.45K
|
20.9K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-180- 2.99% |
$12.5K - $13.8K
|
5.84K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 6.29% |
$15.5K - $17.1K
|
3.31K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-223- 3.87% |
$15.5K - $17.1K
|
5.54K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 11.0% |
$25.4K - $28K
|
2.95K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-377- 1.75% |
$26.3K - $29K
|
21.2K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-400- 2.61% |
$27.9K - $30.7K
|
14.9K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-540- 6.41% |
$37.6K - $41.5K
|
7.88K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-554- 0.54% |
$38.6K - $42.6K
|
102K
$7.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 1.82% |
$43.4K - $47.9K
|
33.7K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-641- 2.29% |
$44.7K - $49.2K
|
27.3K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-665- 10.49% |
$46.4K - $51.1K
|
5.67K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-707- 2.44% |
$49.3K - $54.3K
|
28.3K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-821- 0.96% |
$57.2K - $63.1K
|
84.8K
$6.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-839- 2.59% |
$58.5K - $64.4K
|
31.6K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-850- 5.9% |
$59.2K - $65.3K
|
13.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-975- 1.93% |
$68K - $74.9K
|
49.6K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 5.41% |
$85.1K - $93.8K
|
21.3K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.8K- 2.21% |
$125K - $138K
|
79.6K
$6.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.89K- 0.83% |
$201K - $222K
|
345K
$26.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.15K- 2.11% |
$289K - $319K
|
193K
$14.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.28K- 18.58% |
$298K - $328K
|
18.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.37K- 74.77% |
$305K - $336K
|
1.48K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.83K- 25.29% |
$406K - $447K
|
17.2K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 4.73% |
$629K - $694K
|
182K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 27.59% |
$985K - $1.09M
|
37.1K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 8.77% |
$1.09M - $1.21M
|
163K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-24K- 10.84% |
$1.68M - $1.85M
|
198K
$15.2M
|