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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.1K+ 78.58% |
$1.5M - $1.76M
|
52.5K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.69K+ 6.12% |
$306K - $357K
|
81.4K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 5.98% |
$28.1K - $32.7K
|
6.78K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 12.34% |
$196K - $229K
|
27.5K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
768New |
$50K - $58.4K
|
768
$60.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.76% |
$130 - $152
|
266
$21K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.4K+ 235.19% |
$937K - $1.09M
|
20.5K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3KNew |
$864K - $1.01M
|
13.3K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.28K- 15.61% |
$278K - $325K
|
23.1K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
56+ 0.67% |
$3.65K - $4.25K
|
8.46K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-160- 4.46% |
$10.4K - $12.2K
|
3.43K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56New |
$3.65K - $4.25K
|
56
$4.41K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
19.5K+ 5.71% |
$1.27M - $1.48M
|
360K
$28.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 6.89% |
$80.3K - $93.7K
|
16.7K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
13.2K+ 91.45% |
$862K - $1.01M
|
27.7K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$326 - $380
|
2.84K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.7KNew |
$1.68M - $1.96M
|
25.7K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$1.56M - $1.83M
|
24K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.79% |
$130 - $152
|
254
$20K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 36.62% |
$84.6K - $98.8K
|
4.85K
$382K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32.1K- 91.41% |
$2.31M - $2.49M
|
3.02K
$238K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66K- 49.46% |
$191K - $206K
|
2.72K
$214K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.7K- 38.77% |
$194K - $209K
|
4.27K
$336K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$71.9 - $77.6
|
4.26K
$335K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 8.02% |
$5.9K - $6.36K
|
940
$74.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18KNew |
$444K - $479K
|
6.18K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.14% |
$144 - $155
|
1.41K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-228- 5.39% |
$16.4K - $17.7K
|
4.01K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-176- 2.96% |
$12.7K - $13.7K
|
5.78K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 7.3% |
$1.01M - $1.09M
|
206K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.8K- 11.02% |
$6.39M - $6.89M
|
717K
$56.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-59.4K- 80.67% |
$4.27M - $4.61M
|
14.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 3.21% |
$84K - $90.6K
|
37.5K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 4.02% |
$168K - $181K
|
55.8K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$263K - $284K
|
3.66K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.89KNew |
$208K - $224K
|
2.89K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818+ 14.65% |
$58.8K - $63.5K
|
6.4K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.5% |
$71.9 - $77.6
|
201
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.14K- 14.13% |
$225K - $243K
|
19K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.63K+ 4.18% |
$189K - $204K
|
65.4K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.01KNew |
$217K - $234K
|
3.01K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19+ 0.35% |
$1.37K - $1.47K
|
5.49K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
374+ 37400.0% |
$26.9K - $29K
|
375
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$71.9 - $77.6
|
12.4K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 9.26% |
$312K - $336K
|
51.2K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4K+ 161.0% |
$1.54M - $1.66M
|
34.7K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
422+ 27.62% |
$30.3K - $32.7K
|
1.95K
$154K
|
|