Purchases and Sales Made in Q4 2022 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
25+ 0.39% |
$1.42K - $1.64K
|
6.39K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 0.29% |
$1.42K - $1.64K
|
8.52K
$656K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 1.6% |
$171 - $197
|
190
$14.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.81% |
$114 - $131
|
250
$19.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.25% |
$114 - $131
|
797
$61.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-58- 1.55% |
$3.3K - $3.81K
|
3.68K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-73- 6.21% |
$4.15K - $4.8K
|
1.1K
$84.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-102- 1.38% |
$5.8K - $6.7K
|
7.32K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-144- 0.62% |
$8.19K - $9.46K
|
23.2K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 99.77% |
$24.7K - $28.6K
|
1
$77
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-440- 1.29% |
$25K - $28.9K
|
33.6K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-531- 47.41% |
$30.2K - $34.9K
|
589
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-564- 6.42% |
$32.1K - $37.1K
|
8.22K
$633K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-627- 0.52% |
$35.6K - $41.2K
|
121K
$9.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-749- 11.4% |
$42.6K - $49.2K
|
5.82K
$448K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-782- 1.47% |
$44.5K - $51.4K
|
52.5K
$4.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-872- 11.41% |
$49.6K - $57.3K
|
6.77K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-906- 5.73% |
$51.5K - $59.5K
|
14.9K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-959- 3.21% |
$54.5K - $63K
|
29K
$2.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.08K- 2.26% |
$118K - $137K
|
90.3K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.19K- 9.49% |
$125K - $144K
|
20.9K
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.28K- 3.75% |
$130K - $150K
|
58.5K
$4.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.34K- 3.46% |
$133K - $154K
|
65.1K
$5.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.69K- 31.37% |
$153K - $177K
|
5.89K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.79K- 2.93% |
$158K - $183K
|
92.3K
$7.11M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.66KClosed |
$379K - $438K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-6.7K- 47.01% |
$381K - $441K
|
7.56K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.9K- 2.24% |
$449K - $519K
|
344K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.97K- 1.75% |
$510K - $589K
|
503K
$38.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.2K- 85.02% |
$523K - $604K
|
1.62K
$125K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.7K- 64.3% |
$606K - $700K
|
5.92K
$456K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.2K- 50.64% |
$751K - $868K
|
12.9K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.8K- 42.02% |
$1.18M - $1.37M
|
28.7K
$2.21M
|