Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.1K- 21.73% |
$2.94M - $3.43M
|
163K
$12.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.5K- 5.22% |
$2.44M - $2.85M
|
680K
$52.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.1K- 78.0% |
$1.76M - $2.06M
|
7.64K
$589K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-15.3K- 12.17% |
$999K - $1.17M
|
111K
$8.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.54K- 1.65% |
$425K - $497K
|
390K
$30.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.28K- 15.61% |
$278K - $325K
|
23.1K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 50.87% |
$243K - $283K
|
3.6K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.21K- 28.11% |
$144K - $168K
|
5.65K
$436K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 6.2% |
$109K - $128K
|
25.4K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.65K- 5.88% |
$107K - $125K
|
26.4K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 10.6% |
$95K - $111K
|
12.3K
$949K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 25.78% |
$86.8K - $101K
|
3.84K
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 6.89% |
$80.3K - $93.7K
|
16.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.23K- 3.07% |
$79.9K - $93.3K
|
38.8K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.61% |
$77.3K - $90.2K
|
16.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-859- 1.68% |
$55.9K - $65.3K
|
50.3K
$3.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-749- 3.93% |
$48.8K - $56.9K
|
18.3K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-675- 15.1% |
$43.9K - $51.3K
|
3.8K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-540- 6.23% |
$35.2K - $41K
|
8.13K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-533- 3.74% |
$34.7K - $40.5K
|
13.7K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 5.98% |
$28.1K - $32.7K
|
6.78K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-374- 99.73% |
$24.3K - $28.4K
|
1
$77.1
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-279- 1.36% |
$18.2K - $21.2K
|
20.3K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-260- 5.81% |
$16.9K - $19.8K
|
4.22K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$93.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-201- 14.27% |
$13.1K - $15.3K
|
1.21K
$93.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-160- 4.46% |
$10.4K - $12.2K
|
3.43K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-92- 0.11% |
$5.99K - $6.99K
|
83.4K
$6.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 13.44% |
$5.79K - $6.76K
|
573
$44.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-61- 0.24% |
$3.97K - $4.63K
|
25.5K
$1.97M
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.7K- 38.77% |
$194K - $209K
|
4.27K
$329K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66K- 49.46% |
$191K - $206K
|
2.72K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 99.42% |
$183K - $198K
|
15
$1.16K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-695- 57.92% |
$50K - $53.9K
|
505
$38.9K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 8.99% |
$22K - $23.7K
|
3.1K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 34.87% |
$19.6K - $21.2K
|
510
$39.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-228- 5.39% |
$16.4K - $17.7K
|
4.01K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-185- 27.01% |
$13.3K - $14.4K
|
500
$38.5K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 42.5% |
$6.11K - $6.59K
|
115
$8.87K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-71- 97.26% |
$5.1K - $5.51K
|
2
$154
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.23K- 99.91% |
$236K - $262K
|
3
$231
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-471- 8.06% |
$34.5K - $38.2K
|
5.37K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 5.11% |
$11.1K - $12.2K
|
2.8K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 4.71% |
$586 - $648
|
162
$12.5K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 39.22% |
$6.97K - $7.68K
|
155
$11.9K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-579- 14.58% |
$39.5K - $42.1K
|
3.39K
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-135- 0.59% |
$9.21K - $9.82K
|
22.7K
$1.75M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-685- 98.14% |
$44.9K - $49.7K
|
13
$1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-395- 3.88% |
$25.9K - $28.7K
|
9.79K
$754K
|
|