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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 2.94% |
$121K - $134K
|
58.1K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.72% |
$67K - $74.2K
|
34.6K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 2.57% |
$1.98K - $2.19K
|
1.02K
$77.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.23K- 99.91% |
$236K - $262K
|
3
$228
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 4.88% |
$146K - $162K
|
42.9K
$3.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.2K- 8.35% |
$1.11M - $1.23M
|
167K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 61.33% |
$167K - $185K
|
6K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-222- 1.76% |
$16.2K - $18K
|
12.4K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.23KNew |
$310K - $343K
|
4.23K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-101- 1.82% |
$7.39K - $8.18K
|
5.44K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49K+ 12.13% |
$3.59M - $3.97M
|
453K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 2.46% |
$55.8K - $61.8K
|
30.2K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 3.08% |
$4.39K - $4.86K
|
2.01K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.73K- 5.51% |
$200K - $222K
|
46.8K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.6K- 3.43% |
$410K - $454K
|
158K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15- 0.44% |
$1.1K - $1.22K
|
3.4K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
799+ 2.2% |
$58.5K - $64.7K
|
37.1K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
16.8K+ 27.14% |
$1.23M - $1.36M
|
78.6K
$5.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
41.8KNew |
$3.06M - $3.39M
|
41.8K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.92K+ 2.55% |
$360K - $399K
|
198K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.42% |
$1.68K - $1.86K
|
5.47K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 11.22% |
$19K - $21K
|
2.57K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-967- 4.18% |
$70.8K - $78.3K
|
22.2K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$73.2 - $81
|
152
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$73.2 - $81
|
662
$50.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
685New |
$50.1K - $55.5K
|
685
$52K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.01K- 3.81% |
$366K - $406K
|
126K
$9.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.02% |
$951 - $1.05K
|
58.9K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
960New |
$70.3K - $77.8K
|
960
$72.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.01K+ 7.46% |
$366K - $406K
|
72.1K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.06K+ 17.74% |
$77.5K - $85.8K
|
7.03K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.27KNew |
$239K - $265K
|
3.27K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$21.9M - $24.2M
|
299K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.22K+ 15.42% |
$88.9K - $98.4K
|
9.09K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.83K+ 209.75% |
$134K - $148K
|
2.7K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 3.31% |
$3.59K - $3.97K
|
1.53K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.05% |
$146 - $162
|
4.26K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.01% |
$146 - $162
|
200
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
273+ 53.53% |
$20K - $22.1K
|
783
$59.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.15K+ 8.78% |
$670K - $741K
|
113K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
222New |
$16.2K - $18K
|
222
$16.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 5.11% |
$11.1K - $12.2K
|
2.8K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
73+ 0.26% |
$5.34K - $5.91K
|
28.4K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
459+ 0.23% |
$33.6K - $37.2K
|
198K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.49% |
$80.6K - $89.2K
|
30.5K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-992- 2.04% |
$72.6K - $80.4K
|
47.6K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 4.71% |
$586 - $648
|
162
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.85% |
$366 - $405
|
582
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.41% |
$1.61K - $1.78K
|
5.41K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.21% |
$439 - $486
|
2.83K
$215K
|