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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
979KNew |
$74.7M - $78.9M
|
979K
$78.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
84.7K+ 82.16% |
$6.46M - $6.83M
|
188K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
79.2K+ 71.46% |
$6.04M - $6.38M
|
190K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.5K+ 26.72% |
$4.46M - $4.72M
|
277K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.4K+ 115.75% |
$4.23M - $4.47M
|
103K
$8.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
45.3K+ 55.57% |
$3.45M - $3.65M
|
127K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.8K+ 136.58% |
$2.5M - $2.65M
|
56.8K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$1.41M - $1.49M
|
18.5K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 36.48% |
$1.18M - $1.25M
|
57.9K
$4.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.2K+ 6.95% |
$1.16M - $1.22M
|
233K
$18.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
14.1K+ 12.67% |
$1.08M - $1.14M
|
126K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.2K+ 3.33% |
$1.01M - $1.06M
|
409K
$32.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
13.2K+ 41.22% |
$1M - $1.06M
|
45.1K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 19.65% |
$788K - $832K
|
62.8K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.1KNew |
$767K - $811K
|
10.1K
$804K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.69K+ 150.48% |
$740K - $782K
|
16.1K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.72K+ 13.08% |
$665K - $703K
|
75.4K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.58K+ 3.91% |
$655K - $692K
|
228K
$18.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.27KNew |
$631K - $667K
|
8.27K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.53K+ 14.87% |
$498K - $526K
|
50.4K
$4.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.17K+ 8.16% |
$471K - $498K
|
81.8K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 2.8% |
$454K - $480K
|
219K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.24K+ 4.2% |
$323K - $342K
|
105K
$8.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.23KNew |
$323K - $341K
|
4.23K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.42KNew |
$261K - $276K
|
3.42K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38K+ 36.48% |
$258K - $273K
|
12.6K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.85K+ 16.96% |
$217K - $229K
|
19.6K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.64KNew |
$201K - $213K
|
2.64K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.6KNew |
$198K - $210K
|
2.6K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.31K+ 1.15% |
$177K - $187K
|
204K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
2.31K+ 1.15% |
$177K - $187K
|
204K
$16.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 0.79% |
$162K - $171K
|
272K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94KNew |
$148K - $157K
|
1.94K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 4.3% |
$143K - $151K
|
45.4K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.46K+ 1.19% |
$111K - $118K
|
124K
$9.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.29K+ 2.31% |
$98.3K - $104K
|
57K
$4.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 14.77% |
$85.2K - $90.1K
|
8.68K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 11.53% |
$81.4K - $86K
|
10.3K
$826K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 31.44% |
$76.7K - $81K
|
4.2K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
991+ 104.87% |
$75.6K - $79.9K
|
1.94K
$155K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
982New |
$74.9K - $79.2K
|
982
$78.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976+ 7.35% |
$74.5K - $78.7K
|
14.2K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
922+ 4.61% |
$70.3K - $74.3K
|
20.9K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
717+ 0.87% |
$54.7K - $57.8K
|
83K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
648+ 128.32% |
$49.4K - $52.2K
|
1.15K
$92.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
513+ 2.98% |
$39.1K - $41.4K
|
17.8K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
501New |
$38.2K - $40.4K
|
501
$40.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
437+ 76.27% |
$33.3K - $35.2K
|
1.01K
$80.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
432New |
$33K - $34.8K
|
432
$34.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
396+ 1.54% |
$30.2K - $31.9K
|
26.1K
$2.09M
|
|