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 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
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-283Closed |
$14.5K - $15.9K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$3.85K - $4.22K
|
75
$5.91K
|
|
|
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
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.61KClosed |
$74.3K - $84.7K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$67.1K - $76.5K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-8Closed |
$370 - $422
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.36KClosed |
$60.1K - $73.5K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.8KClosed |
$79.4K - $97.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-490Closed |
$21.6K - $26.4K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23Closed |
$1.01K - $1.24K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-365Closed |
$19.3K - $20.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.22KNew |
$171K - $178K
|
3.22K
$254K
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-252Closed |
$13.3K - $14K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34Closed |
$1.73K - $1.84K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.9KClosed |
$148K - $157K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
F3 Logic, LLC
|
SELL
|
- |
-3.65KClosed |
$186K - $198K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72Closed |
$3.63K - $3.85K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.1 - $50.4
|
1
$78.8
|
|
| Q2 2017 | |||||||
|
Sep 13, 2021
Q2 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|