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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.28K- 15.61% |
$278K - $325K
|
23.1K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 6.89% |
$80.3K - $93.7K
|
16.7K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 5.98% |
$28.1K - $32.7K
|
6.78K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-160- 4.46% |
$10.4K - $12.2K
|
3.43K
$270K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.8K- 11.02% |
$6.39M - $6.89M
|
717K
$56.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-59.4K- 80.67% |
$4.27M - $4.61M
|
14.2K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.5K- 12.47% |
$4.06M - $4.38M
|
397K
$31.3M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-39.7K- 83.48% |
$2.86M - $3.08M
|
7.86K
$619K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32.1K- 91.41% |
$2.31M - $2.49M
|
3.02K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 11.11% |
$243K - $262K
|
27.1K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.22K- 18.75% |
$232K - $250K
|
14K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.14K- 14.13% |
$225K - $243K
|
19K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.87K- 87.74% |
$206K - $223K
|
401
$31.6K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.7K- 38.77% |
$194K - $209K
|
4.27K
$336K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66K- 49.46% |
$191K - $206K
|
2.72K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 99.42% |
$183K - $198K
|
15
$1.18K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 4.02% |
$168K - $181K
|
55.8K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.93K- 6.38% |
$138K - $149K
|
28.3K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.8K- 4.31% |
$129K - $140K
|
40K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.21K- 1.43% |
$87.2K - $94.1K
|
83.5K
$6.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.14K- 5.96% |
$81.9K - $88.4K
|
18K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-973- 17.87% |
$70K - $75.5K
|
4.47K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-769- 2.22% |
$55.3K - $59.7K
|
33.8K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-702- 1.19% |
$50.5K - $54.5K
|
58.2K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 1.59% |
$50K - $54K
|
43.2K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-695- 57.92% |
$50K - $53.9K
|
505
$39.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-508- 6.05% |
$36.5K - $39.4K
|
7.89K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-504- 8.88% |
$36.2K - $39.1K
|
5.17K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-417- 12.96% |
$30K - $32.3K
|
2.8K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-325Closed |
$23.4K - $25.2K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 8.99% |
$22K - $23.7K
|
3.1K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-297- 1.42% |
$21.4K - $23K
|
20.6K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-273- 34.87% |
$19.6K - $21.2K
|
510
$40.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-228- 5.39% |
$16.4K - $17.7K
|
4.01K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-185- 27.01% |
$13.3K - $14.4K
|
500
$39.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-176- 2.96% |
$12.7K - $13.7K
|
5.78K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 42.5% |
$6.11K - $6.59K
|
115
$9.06K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 8.02% |
$5.9K - $6.36K
|
940
$74.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-71- 97.26% |
$5.1K - $5.51K
|
2
$158
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-22- 0.16% |
$1.58K - $1.71K
|
13.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2- 0.04% |
$144 - $155
|
5.44K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.1% |
$144 - $155
|
2.01K
$158K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.1K- 21.7% |
$3.3M - $3.65M
|
163K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.23K- 99.91% |
$236K - $262K
|
3
$236
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-471- 8.06% |
$34.5K - $38.2K
|
5.37K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 5.11% |
$11.1K - $12.2K
|
2.8K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.41% |
$1.61K - $1.78K
|
5.41K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 4.71% |
$586 - $648
|
162
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.85% |
$366 - $405
|
582
$45.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 6.29% |
$15.5K - $17.1K
|
3.31K
$260K
|
|