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 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$1.79M - $2.18M
|
30.9K
$2.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.6K+ 39.13% |
$671K - $818K
|
41.2K
$3.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
638+ 77.33% |
$37K - $45K
|
1.46K
$115K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
411New |
$23.8K - $29K
|
411
$32.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
300New |
$17.4K - $21.2K
|
300
$23.5K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.4KNew |
$1.78M - $1.92M
|
27.4K
$2.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.55KNew |
$165K - $179K
|
2.55K
$200K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105New |
$6.8K - $7.36K
|
105
$8.23K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54New |
$3.5K - $3.78K
|
54
$4.23K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 200.0% |
$2.85K - $3.08K
|
66
$5.18K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$40.7K - $44K
|
642
$50.3K
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6.99K+ 200.0% |
$434K - $466K
|
10.5K
$822K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.53KNew |
$281K - $302K
|
4.53K
$355K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.98K+ 200.0% |
$185K - $199K
|
4.48K
$351K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$93.2K - $100K
|
1.5K
$118K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
360+ 200.0% |
$22.4K - $24K
|
540
$42.3K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
340+ 200.0% |
$21.1K - $22.7K
|
510
$40K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
210+ 200.0% |
$13K - $14K
|
315
$24.7K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
186+ 200.0% |
$11.6K - $12.4K
|
279
$21.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
164+ 200.0% |
$10.2K - $10.9K
|
246
$19.3K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 200.0% |
$2.24K - $2.4K
|
54
$4.23K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$3.85K - $4.22K
|
75
$5.88K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
3.22KNew |
$171K - $178K
|
3.22K
$253K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.1 - $50.4
|
1
$78.4
|
|