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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-623- 1.82% |
$43.4K - $47.9K
|
33.7K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$139 - $154
|
12.6K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 2.95% |
$806K - $888K
|
404K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-23- 0.17% |
$1.6K - $1.77K
|
13.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
777+ 2.19% |
$54.2K - $59.7K
|
36.3K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
706+ 205.83% |
$49.2K - $54.2K
|
1.05K
$81.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 6.29% |
$15.5K - $17.1K
|
3.31K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.1% |
$418 - $461
|
5.95K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 1.33% |
$2.44K - $2.69K
|
2.68K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 100.69% |
$757K - $834K
|
21.6K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-554- 0.54% |
$38.6K - $42.6K
|
102K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$191K - $211K
|
2.75K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.37K- 74.77% |
$305K - $336K
|
1.48K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 181.36% |
$2.33M - $2.57M
|
52K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.09KNew |
$425K - $468K
|
6.09K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.3KNew |
$3.02M - $3.32M
|
43.3K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-850- 5.9% |
$59.2K - $65.3K
|
13.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-377- 1.75% |
$26.3K - $29K
|
21.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.01K+ 47.67% |
$349K - $385K
|
15.5K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 27.59% |
$985K - $1.09M
|
37.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23+ 0.72% |
$1.6K - $1.77K
|
3.23K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 1.75% |
$985K - $1.09M
|
821K
$64.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-143K- 42.3% |
$9.99M - $11M
|
195K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$69.7 - $76.8
|
4.25K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$189K - $208K
|
2.71K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.19K+ 5.64% |
$152K - $168K
|
40.9K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13- 0.24% |
$906 - $999
|
5.45K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$11.8K - $13K
|
169
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-84- 2.4% |
$5.85K - $6.45K
|
3.42K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 1.99% |
$4.53K - $4.99K
|
3.2K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
310New |
$21.6K - $23.8K
|
310
$24.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.45% |
$69.7 - $76.8
|
70
$5.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.03K- 4.73% |
$629K - $694K
|
182K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 11.0% |
$25.4K - $28K
|
2.95K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 2.33% |
$116K - $127K
|
72.7K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.63% |
$139 - $154
|
318
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 5.41% |
$85.1K - $93.8K
|
21.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
114+ 0.19% |
$7.95K - $8.76K
|
58.9K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
355+ 31.58% |
$24.7K - $27.3K
|
1.48K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 3.37% |
$128K - $141K
|
56.4K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 41.3% |
$2.68M - $2.95M
|
131K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41+ 0.92% |
$2.86K - $3.15K
|
4.47K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-707- 2.44% |
$49.3K - $54.3K
|
28.3K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-73- 3.61% |
$5.09K - $5.61K
|
1.95K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-223- 3.87% |
$15.5K - $17.1K
|
5.54K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-975- 1.93% |
$68K - $74.9K
|
49.6K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.19K+ 6.66% |
$292K - $322K
|
67.1K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34+ 4.06% |
$2.37K - $2.61K
|
872
$68.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9KNew |
$1.45M - $1.6M
|
20.9K
$1.63M
|