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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 15.28% |
$767 - $845
|
83
$6.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.24% |
$767 - $845
|
4.52K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.1% |
$418 - $461
|
5.95K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$139 - $154
|
12.6K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.63% |
$139 - $154
|
318
$24.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$139 - $154
|
261
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$69.7 - $76.8
|
4.25K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.45% |
$69.7 - $76.8
|
70
$5.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.51% |
$69.7 - $76.8
|
198
$15.5K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
804New |
$54.8K - $58.5K
|
804
$63K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
153+ 4.64% |
$10.4K - $11.1K
|
3.45K
$271K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
147+ 5.24% |
$10K - $10.7K
|
2.95K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 1.47% |
$8.32K - $8.87K
|
8.4K
$659K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
94+ 348.15% |
$6.41K - $6.84K
|
121
$9.49K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.38K
|
7.44K
$583K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$370K - $409K
|
5.64K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.3KNew |
$217K - $239K
|
3.3K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$199K - $220K
|
3.03K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.97K+ 68.16% |
$195K - $216K
|
7.33K
$575K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$92.1K - $102K
|
1.4K
$110K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
193+ 78.46% |
$12.7K - $14K
|
439
$34.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$1.71K - $1.89K
|
26
$2.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
187KNew |
$10.8M - $12.7M
|
187K
$14.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
490+ 2.22% |
$28.2K - $33.3K
|
22.5K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$3.97K - $4.69K
|
69
$5.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$2.59K - $3.06K
|
45
$3.53K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 1.37% |
$517 - $612
|
668
$52.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.44% |
$287 - $340
|
352
$27.6K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.19K+ 36.38% |
$374K - $411K
|
23.2K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.62KNew |
$219K - $241K
|
3.62K
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.6KNew |
$96.4K - $106K
|
1.6K
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$23.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
265+ 5.7% |
$16K - $17.6K
|
4.92K
$386K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
210New |
$12.7K - $13.9K
|
210
$16.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$1.81K - $1.99K
|
30
$2.35K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$247K - $268K
|
4.2K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
3.24KNew |
$190K - $206K
|
3.24K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$2.18K - $2.36K
|
37
$2.9K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
65New |
$3.81K - $4.44K
|
65
$5.1K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
61.8KNew |
$3.51M - $4.06M
|
61.8K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.7K+ 88.7% |
$381K - $441K
|
14.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.3KNew |
$188K - $217K
|
3.3K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
282New |
$16K - $18.5K
|
282
$22.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.7K+ 207.71% |
$992K - $1.19M
|
26.3K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4.74K+ 7.19% |
$265K - $317K
|
70.7K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.28K+ 4.46% |
$128K - $153K
|
53.5K
$4.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
817New |
$45.7K - $54.6K
|
817
$64.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
300New |
$16.8K - $20.1K
|
300
$23.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 2.02% |
$3.52K - $4.21K
|
3.19K
$250K
|
|