Institutional Ownership Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
48,569
shares
|
$3.9 Million
0.9% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
43,262
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,424
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
40,934
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,090
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
36,317
shares
|
$2.92 Million
0.63% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
33,651
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
31,571
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
30,957
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
28,317
shares
|
$2.27 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
27,345
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
23,252
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
23,151
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.68%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
22,656
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
21,634
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 100.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,346
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,208
shares
|
$1.7 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
20,905
shares
|
$1.68 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
20,850
shares
|
$1.67 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
18,740
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
17,931
shares
|
$1.44 Million
0.66% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
17,209
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,162
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,517
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 47.67%
|