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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52.6KNew |
$3.85M - $4.26M
|
52.6K
$4.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.3K+ 74.77% |
$828K - $917K
|
26.4K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.98K+ 28.7% |
$438K - $485K
|
26.8K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.87K+ 7.37% |
$429K - $475K
|
85.4K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 84.79% |
$183K - $202K
|
5.44K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.4K+ 57.51% |
$176K - $195K
|
6.58K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27K+ 85.48% |
$166K - $184K
|
4.92K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.38% |
$126K - $139K
|
73.9K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.13K+ 1.09% |
$82.7K - $91.6K
|
104K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
479+ 6.14% |
$35.1K - $38.8K
|
8.29K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
459+ 0.23% |
$33.6K - $37.2K
|
198K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
459+ 0.23% |
$33.6K - $37.2K
|
198K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
305New |
$22.3K - $24.7K
|
305
$23.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
251New |
$18.4K - $20.3K
|
251
$19.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
198New |
$14.5K - $16K
|
198
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
102+ 2.66% |
$7.47K - $8.26K
|
3.93K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
73New |
$5.34K - $5.91K
|
73
$5.58K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32+ 0.5% |
$2.34K - $2.59K
|
6.47K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.45% |
$878 - $972
|
2.69K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.21% |
$439 - $486
|
2.83K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$146 - $162
|
263
$20.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.3KNew |
$3.02M - $3.32M
|
43.3K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 41.3% |
$2.68M - $2.95M
|
131K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 181.36% |
$2.33M - $2.57M
|
52K
$3.97M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.3KNew |
$1.62M - $1.79M
|
23.3K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 5.6% |
$996K - $1.1M
|
270K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 1.75% |
$985K - $1.09M
|
821K
$62.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 2.95% |
$806K - $888K
|
404K
$30.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
11.2K+ 11.98% |
$777K - $857K
|
104K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 100.69% |
$757K - $834K
|
21.6K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.09KNew |
$425K - $468K
|
6.09K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.01K+ 47.67% |
$349K - $385K
|
15.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.19K+ 6.66% |
$292K - $322K
|
67.1K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.43KNew |
$239K - $263K
|
3.43K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.81KNew |
$196K - $216K
|
2.81K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$191K - $211K
|
2.75K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$189K - $208K
|
2.71K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.19K+ 5.64% |
$152K - $168K
|
40.9K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 4.69% |
$133K - $146K
|
42.4K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 3.37% |
$128K - $141K
|
56.4K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 2.33% |
$116K - $127K
|
72.7K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
777+ 2.19% |
$54.2K - $59.7K
|
36.3K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
706+ 205.83% |
$49.2K - $54.2K
|
1.05K
$80.2K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
670+ 21.96% |
$46.7K - $51.5K
|
3.72K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
457+ 8.29% |
$31.9K - $35.1K
|
5.97K
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
442+ 12.58% |
$30.8K - $34K
|
3.96K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
355+ 31.58% |
$24.7K - $27.3K
|
1.48K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
331+ 16.74% |
$23.1K - $25.4K
|
2.31K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
310New |
$21.6K - $23.8K
|
310
$23.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
169New |
$11.8K - $13K
|
169
$12.9K
|
|