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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.8K+ 335.19% |
$6.17M - $7.2M
|
123K
$9.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
90KNew |
$5.86M - $6.84M
|
90K
$6.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.1K+ 33.06% |
$4.37M - $5.1M
|
270K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61K+ 18.2% |
$3.97M - $4.63M
|
396K
$30.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.1K+ 146.97% |
$3.59M - $4.19M
|
92.6K
$7.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 28.72% |
$3.18M - $3.71M
|
219K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.6K+ 27.26% |
$2.97M - $3.46M
|
213K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.2K+ 554.78% |
$2.42M - $2.83M
|
43.9K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.7KNew |
$1.68M - $1.96M
|
25.7K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7K+ 115.99% |
$1.67M - $1.95M
|
47.9K
$3.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$1.56M - $1.83M
|
24K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.1K+ 78.58% |
$1.5M - $1.76M
|
52.5K
$4.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
19.5K+ 5.71% |
$1.27M - $1.48M
|
360K
$27.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 3337.63% |
$1.26M - $1.48M
|
20K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.4K+ 235.19% |
$937K - $1.09M
|
20.5K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 6.63% |
$889K - $1.04M
|
220K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3KNew |
$864K - $1.01M
|
13.3K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
13.2K+ 91.45% |
$862K - $1.01M
|
27.7K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.62K+ 25.51% |
$561K - $655K
|
42.4K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.73K+ 7.15% |
$438K - $511K
|
101K
$7.78M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.66KNew |
$368K - $430K
|
5.66K
$436K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.98KNew |
$324K - $379K
|
4.98K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.69K+ 6.12% |
$306K - $357K
|
81.4K
$6.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
4.34KNew |
$283K - $330K
|
4.34K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.06K+ 18.0% |
$265K - $309K
|
26.6K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.82K+ 70.17% |
$248K - $290K
|
9.25K
$713K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$233K - $272K
|
3.59K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
3.51K+ 3.25% |
$229K - $267K
|
112K
$8.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.43K+ 9.2% |
$223K - $261K
|
40.7K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.24K+ 1.63% |
$211K - $246K
|
202K
$15.6M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.2KNew |
$208K - $243K
|
3.2K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 12.34% |
$196K - $229K
|
27.5K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.01K+ 21.14% |
$196K - $229K
|
17.2K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.77K+ 4.77% |
$181K - $211K
|
61K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 4.63% |
$168K - $196K
|
58.3K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.23K+ 4133.33% |
$145K - $170K
|
2.29K
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.21K+ 2.75% |
$144K - $168K
|
82.3K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 37.72% |
$135K - $157K
|
7.56K
$583K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.88K+ 6.26% |
$122K - $143K
|
31.9K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.53K+ 10.05% |
$99.7K - $116K
|
16.8K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 36.62% |
$84.6K - $98.8K
|
4.85K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.28K+ 42.25% |
$83K - $96.9K
|
4.29K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.94% |
$82.7K - $96.5K
|
66.7K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
862+ 1.15% |
$56.1K - $65.5K
|
75.7K
$5.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
768New |
$50K - $58.4K
|
768
$59.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
722+ 9.15% |
$47K - $54.9K
|
8.62K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
712+ 0.7% |
$46.4K - $54.1K
|
103K
$7.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
686+ 13.72% |
$44.7K - $52.1K
|
5.69K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
649+ 11.23% |
$42.2K - $49.3K
|
6.43K
$495K
|