Latest Institutional Sells of Ishares Morningstar Mid Cap Va (IMCV)

IMCV Quotes by TradingView

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 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-7
- 1.18%
$478 - $509
587 $46K
Q1 2024
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

SELL
 -
-685
- 98.14%
$44.9K - $49.7K
13 $1.02K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
SELL
 -
-664
- 11.59%
$43.6K - $48.2K
5.06K $397K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-395
- 3.88%
$25.9K - $28.7K
9.79K $767K
May 13, 2024 Q1 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-60
- 23.08%
$3.94K - $4.35K
200 $15.7K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
SELL
 -
-13
- 19.7%
$853 - $943
53 $4.16K
Q4 2023
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

SELL
 -
-3.6K
- 36.25%
$207K - $245K
6.33K $496K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-1.38K
- 99.93%
$79.3K - $93.9K
1 $78.4
Feb 12, 2024 Q4 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-467
- 12.33%
$26.8K - $31.8K
3.32K $261K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-52
- 50.0%
$2.99K - $3.54K
52 $4.08K
Q3 2023
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-23
- 2.09%
$1.39K - $1.53K
1.08K $84.6K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

SELL
 -
-17
- 53.13%
$1.03K - $1.13K
15 $1.18K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-1
- 0.7%
$60.4 - $66.4
141 $11.1K
Q2 2023
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-1.65K
- 76.79%
$97.2K - $105K
500 $39.2K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-885
- 73.14%
$52K - $56.4K
325 $25.5K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

SELL
 -
-210
- 41.18%
$12.3K - $13.4K
300 $23.5K
Q1 2023
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

SELL
 -
-1.94K
- 30.43%
$114K - $133K
4.45K $349K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-1.16K
- 18.87%
$67.7K - $78.8K
4.97K $389K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

SELL
 -
-180
- 4.74%
$10.5K - $12.3K
3.62K $283K
May 11, 2023 Q1 2023
Planning Directions Inc

SELL
 -
-25
- 0.74%
$1.47K - $1.71K
3.35K $263K
Q4 2022
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-6.66K
Closed
$379K - $438K
0 $0
Jan 11, 2023 Q4 2022
Collective Family Office LLC

SELL
 -
-2.69K
- 31.37%
$153K - $177K
5.89K $462K
Q3 2022
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-300
- 20.0%
$16.8K - $20.1K
1.2K $94.1K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-86
Closed
$4.81K - $5.75K
0 $0
Q2 2022
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-65.8K
Closed
$3.81M - $4.65M
0 $0
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-7.5K
Closed
$434K - $530K
0 $0
Jul 26, 2022 Q2 2022
Tap Consulting, LLC

SELL
 -
-7.42K
Closed
$430K - $524K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-1.62K
Closed
$93.8K - $114K
0 $0
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-6
- 0.11%
$348 - $424
5.3K $416K
Q1 2022
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-33.5K
Closed
$2.17M - $2.34M
0 $0
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-24.6K
Closed
$1.59M - $1.72M
0 $0
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-1.59K
Closed
$103K - $112K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-1.06K
Closed
$68.7K - $74.3K
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-600
Closed
$38.9K - $42K
0 $0
Apr 04, 2022 Q1 2022
M&R Capital Management Inc

SELL
 -
-240
- 4.22%
$15.5K - $16.8K
5.45K $427K
Q4 2021
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-420
Closed
$26.7K - $28.8K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-273
Closed
$17.3K - $18.7K
0 $0
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

SELL
 -
-156
Closed
$9.9K - $10.7K
0 $0
Jan 25, 2022 Q4 2021
Old Second National Bank Of Aurora

SELL
 -
-35
Closed
$2.22K - $2.4K
0 $0
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-30
Closed
$1.9K - $2.06K
0 $0
Q2 2021
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-1.51K
Closed
$93.7K - $101K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-1.45K
Closed
$90.3K - $96.9K
0 $0
Aug 02, 2021 Q2 2021
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-288
- 90.57%
$17.9K - $19.2K
30 $2.35K
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-235
Closed
$14.6K - $15.7K
0 $0
Q1 2021
Apr 28, 2021 Q1 2021
Cmc Financial Group

Atlanta, GA
SELL
 -
-1.53K
Closed
$78.2K - $95.7K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-500
Closed
$25.6K - $31.4K
0 $0
Q3 2020
Oct 23, 2020 Q3 2020
Hudock, Inc.

SELL
 -
-710
Closed
$28.7K - $32.8K
0 $0
Nov 03, 2020 Q3 2020
Capital Advisors, Ltd. LLC

SELL
 -
-259
Closed
$10.5K - $11.9K
0 $0
Q2 2020
Aug 06, 2020 Q2 2020
Sawtooth Solutions, LLC

SELL
 -
-3.75K
Closed
$124K - $181K
0 $0

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