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 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34+ 4.06% |
$2.37K - $2.61K
|
872
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9KNew |
$1.45M - $1.6M
|
20.9K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2.82KNew |
$197K - $217K
|
2.82K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.3K- 61.68% |
$2.6M - $2.86M
|
23.2K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.71% |
$2.09K - $2.3K
|
4.24K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 11.63% |
$6.06K - $6.68K
|
661
$48.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.51% |
$69.7 - $76.8
|
198
$14.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-839- 2.59% |
$58.5K - $64.4K
|
31.6K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 8.77% |
$1.09M - $1.21M
|
163K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-24K- 10.84% |
$1.68M - $1.85M
|
198K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
457+ 8.29% |
$31.9K - $35.1K
|
5.97K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60+ 0.19% |
$4.18K - $4.61K
|
31K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
11.2K+ 11.98% |
$777K - $857K
|
104K
$7.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 15.28% |
$767 - $845
|
83
$6.09K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-49- 2.38% |
$3.42K - $3.76K
|
2.01K
$148K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-540- 6.41% |
$37.6K - $41.5K
|
7.88K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.9KNew |
$759K - $837K
|
10.9K
$800K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
331+ 16.74% |
$23.1K - $25.4K
|
2.31K
$169K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-400- 2.61% |
$27.9K - $30.7K
|
14.9K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.24% |
$767 - $845
|
4.52K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32+ 0.5% |
$2.23K - $2.46K
|
6.44K
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-180- 2.99% |
$12.5K - $13.8K
|
5.84K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
103KNew |
$7.2M - $7.94M
|
103K
$7.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151New |
$10.5K - $11.6K
|
151
$11.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-113- 1.81% |
$7.88K - $8.68K
|
6.13K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.81KNew |
$196K - $216K
|
2.81K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.75K+ 80.5% |
$470K - $518K
|
15.1K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-821- 0.96% |
$57.2K - $63.1K
|
84.8K
$6.22M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34- 0.62% |
$2.37K - $2.61K
|
5.43K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.83K- 25.29% |
$406K - $447K
|
17.2K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-32.1K- 39.76% |
$2.23M - $2.46M
|
48.6K
$3.57M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$1.62M - $1.79M
|
23.3K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
442+ 12.58% |
$30.8K - $34K
|
3.96K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.4K+ 1.98% |
$97.6K - $108K
|
72.2K
$5.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-123- 0.58% |
$8.57K - $9.45K
|
20.9K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18KNew |
$291K - $321K
|
4.18K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.8K- 2.21% |
$125K - $138K
|
79.6K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.43KNew |
$239K - $263K
|
3.43K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.15K- 2.11% |
$289K - $319K
|
193K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 4.69% |
$133K - $146K
|
42.4K
$3.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 5.6% |
$996K - $1.1M
|
270K
$19.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.89K- 0.83% |
$201K - $222K
|
345K
$25.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-641- 2.29% |
$44.7K - $49.2K
|
27.3K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
352+ 4.72% |
$24.5K - $27K
|
7.81K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 39.22% |
$6.97K - $7.68K
|
155
$11.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$139 - $154
|
261
$19.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.19K+ 7.09% |
$82.7K - $91.2K
|
17.9K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.28K- 18.58% |
$298K - $328K
|
18.7K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.75% |
$4.53K - $4.99K
|
8.64K
$634K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-665- 10.49% |
$46.4K - $51.1K
|
5.67K
$417K
|