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 135 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
50,551
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.43%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
40,522
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 55.06%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
38,749
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Added 3.73%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
35,540
shares
|
$2.7 Million
0.58% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
34,274
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
Added 0.65%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
32,410
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2024
Added 2.7%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
30,897
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2024
Added 1.53%
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
29,024
shares
|
$2.21 Million
0.57% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
27,986
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
23,035
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2024
Added 3.5%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
23,016
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
22,656
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
22,567
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Added 6.37%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
21,585
shares
|
$1.64 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Courage Miller Partners, LLC
|
Jul 25, 2024 Q2 2024 |
21,028
shares
|
$1.6 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
18,469
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 40.6%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
16,744
shares
|
$1.27 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Burt Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
15,336
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
15,060
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 20.04%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
14,415
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
14,260
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2022
Added 88.7%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,407
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 0.14%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
12,585
shares
|
$956,585
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
10,780
shares
|
$819,387
0.0% of portfolio
|
Q2 2024
Reduced 49.03%
|