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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-420Closed |
$26.7K - $28.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$40.7K - $44K
|
642
$49.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30Closed |
$1.9K - $2.06K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-273Closed |
$17.3K - $18.7K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-35Closed |
$2.22K - $2.4K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-156Closed |
$9.9K - $10.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
186+ 200.0% |
$11.6K - $12.4K
|
279
$21.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$93.2K - $100K
|
1.5K
$116K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
360+ 200.0% |
$22.4K - $24K
|
540
$41.7K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-235Closed |
$14.6K - $15.7K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
340+ 200.0% |
$21.1K - $22.7K
|
510
$39.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.98K+ 200.0% |
$185K - $199K
|
4.48K
$345K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51KClosed |
$93.7K - $101K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
164+ 200.0% |
$10.2K - $10.9K
|
246
$19K
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-288- 90.57% |
$17.9K - $19.2K
|
30
$2.32K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
210+ 200.0% |
$13K - $14K
|
315
$24.3K
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.45KClosed |
$90.3K - $96.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.53KNew |
$281K - $302K
|
4.53K
$350K
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6.99K+ 200.0% |
$434K - $466K
|
10.5K
$809K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 200.0% |
$2.24K - $2.4K
|
54
$4.17K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$25.6K - $31.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1.53KClosed |
$78.2K - $95.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-259Closed |
$10.5K - $11.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-710Closed |
$28.7K - $32.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-141- 81.03% |
$4.64K - $6.78K
|
33
$2.55K
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.63KClosed |
$120K - $175K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.52KClosed |
$83K - $121K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.75KClosed |
$124K - $181K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-458Closed |
$15.1K - $22K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-160Closed |
$5.27K - $7.7K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-264Closed |
$8.69K - $12.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.3KClosed |
$39.7K - $73.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.42KClosed |
$104K - $194K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-2.88KClosed |
$87.9K - $164K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-870Closed |
$26.5K - $49.5K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
First American Trust, Fsb
|
SELL
|
- |
-1.67KClosed |
$51.1K - $95.2K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-65Closed |
$1.98K - $3.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-133KClosed |
$6.83M - $7.49M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$3.85K - $4.22K
|
75
$5.79K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-283Closed |
$14.5K - $15.9K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-50Closed |
$2.56K - $2.81K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$90.9K - $99.6K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.48KClosed |
$76.1K - $83.4K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-735Closed |
$37.7K - $41.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.4KClosed |
$69.8K - $75.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.63KClosed |
$80.1K - $86.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-11Closed |
$542 - $587
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-100Closed |
$4.93K - $5.34K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5Closed |
$246 - $267
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-959Closed |
$47.2K - $51.2K
|
0
$0
|
|