Latest Institutional Transactions on Ishares Morningstar Mid Cap Va (IMCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Va (IMCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 6.37% |
$92.2K - $98.3K
|
22.6K
$1.72M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
19+ 0.14% |
$1.3K - $1.38K
|
13.4K
$1.02M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-313- 47.71% |
$21.4K - $22.8K
|
343
$26.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.7K- 17.43% |
$728K - $776K
|
50.6K
$3.84M
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-579- 14.58% |
$39.5K - $42.1K
|
3.39K
$258K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.77K- 48.18% |
$666K - $711K
|
10.5K
$799K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-507- 8.49% |
$34.6K - $36.9K
|
5.46K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.33K+ 40.6% |
$364K - $388K
|
18.5K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
838New |
$57.2K - $61K
|
838
$63.7K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-527- 20.38% |
$36K - $38.3K
|
2.06K
$157K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-549- 14.39% |
$37.5K - $39.9K
|
3.27K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 7.15% |
$1.54M - $1.64M
|
339K
$25.7M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$68.2 - $72.7
|
5.95K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
223+ 0.65% |
$15.2K - $16.2K
|
34.3K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.05% |
$136 - $145
|
4.25K
$323K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.7K- 80.38% |
$2.64M - $2.82M
|
9.45K
$718K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-381- 1.73% |
$26K - $27.7K
|
21.6K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.74K+ 12.61% |
$391K - $417K
|
51.2K
$3.89M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-139K- 26.11% |
$9.46M - $10.1M
|
393K
$29.8M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-478- 1.68% |
$32.6K - $34.8K
|
28K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.5K- 28.74% |
$2.56M - $2.73M
|
93K
$7.07M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 98.92% |
$312K - $333K
|
50
$3.8K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
201+ 0.28% |
$13.7K - $14.6K
|
71.1K
$5.4M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 3.73% |
$95.1K - $101K
|
38.7K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-632- 1.04% |
$43.1K - $46K
|
60.4K
$4.59M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 3.21% |
$406K - $433K
|
191K
$14.5M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-873- 19.84% |
$59.6K - $63.5K
|
3.53K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-378- 2.21% |
$25.8K - $27.5K
|
16.7K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-297- 20.9% |
$20.3K - $21.6K
|
1.12K
$85.4K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.38K
|
7.44K
$565K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
843+ 0.83% |
$57.5K - $61.3K
|
103K
$7.81M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 49.03% |
$707K - $754K
|
10.8K
$819K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 3.04% |
$117K - $124K
|
54.6K
$4.15M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.59K+ 79.5% |
$177K - $188K
|
5.85K
$445K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-415- 6.72% |
$28.3K - $30.2K
|
5.76K
$438K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.01K- 6.47% |
$137K - $146K
|
29K
$2.21M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
153+ 4.64% |
$10.4K - $11.1K
|
3.45K
$262K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-374- 10.15% |
$25.5K - $27.2K
|
3.31K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 176.36% |
$133K - $142K
|
3.05K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$219K - $234K
|
3.21K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54- 6.73% |
$3.68K - $3.93K
|
748
$56.9K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.02% |
$205 - $218
|
12.6K
$957K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.8K+ 23.7% |
$1.22M - $1.3M
|
93.1K
$7.08M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 2.04% |
$83.4K - $89K
|
58.8K
$4.47M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 1.47% |
$8.32K - $8.87K
|
8.4K
$639K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.01% |
$341 - $364
|
85.6K
$6.51M
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
55+ 2.79% |
$3.75K - $4K
|
2.02K
$154K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-209- 3.68% |
$14.3K - $15.2K
|
5.47K
$415K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
465+ 1.53% |
$31.7K - $33.8K
|
30.9K
$2.35M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 2.35% |
$280K - $299K
|
179K
$13.6M
|