Latest Institutional Purchases of Ishares Morningstar Mid Cap Va (IMCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Mid Cap Va (IMCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.1K+ 78.58% |
$1.5M - $1.76M
|
52.5K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
19.5K+ 5.71% |
$1.27M - $1.48M
|
360K
$28.4M
|
|
|
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 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
13.2K+ 91.45% |
$862K - $1.01M
|
27.7K
$2.18M
|
|
|
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
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 36.62% |
$84.6K - $98.8K
|
4.85K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
768New |
$50K - $58.4K
|
768
$60.5K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
56+ 0.67% |
$3.65K - $4.25K
|
8.46K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56New |
$3.65K - $4.25K
|
56
$4.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.18% |
$326 - $380
|
2.84K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.76% |
$130 - $152
|
266
$21K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.79% |
$130 - $152
|
254
$20K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.2K+ 12.12% |
$2.6M - $2.81M
|
335K
$26.4M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
25.6KNew |
$1.84M - $1.99M
|
25.6K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
23K+ 327.29% |
$1.65M - $1.78M
|
30K
$2.37M
|
|
|
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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 7.3% |
$1.01M - $1.09M
|
206K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.7K+ 11.22% |
$914K - $987K
|
126K
$9.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 7.81% |
$885K - $955K
|
170K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.74K+ 10.23% |
$628K - $678K
|
94.2K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18KNew |
$444K - $479K
|
6.18K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.14K+ 2.6% |
$369K - $399K
|
203K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.92KNew |
$354K - $382K
|
4.92K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 9.26% |
$312K - $336K
|
51.2K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.66KNew |
$263K - $284K
|
3.66K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
3.62K+ 3.46% |
$260K - $281K
|
108K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.26K+ 54.37% |
$235K - $253K
|
9.27K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.01KNew |
$217K - $234K
|
3.01K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.89KNew |
$208K - $224K
|
2.89K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
2.79KNew |
$201K - $216K
|
2.79K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.75K+ 5.22% |
$198K - $213K
|
55.4K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.71K+ 3.76% |
$195K - $210K
|
74.8K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.63K+ 4.18% |
$189K - $204K
|
65.4K
$5.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.5K+ 1.91% |
$108K - $116K
|
80.1K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.19K+ 4.43% |
$85.5K - $92.2K
|
28K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 3.21% |
$84K - $90.6K
|
37.5K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 27.22% |
$76.9K - $83K
|
5K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 7.49% |
$76.4K - $82.4K
|
15.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818+ 14.65% |
$58.8K - $63.5K
|
6.4K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
531+ 0.32% |
$38.2K - $41.2K
|
167K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
522+ 8.45% |
$37.5K - $40.5K
|
6.7K
$528K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
515New |
$37K - $39.9K
|
515
$40.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
463New |
$33.3K - $35.9K
|
463
$36.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
422+ 27.62% |
$30.3K - $32.7K
|
1.95K
$154K
|
|