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 |
---|---|---|---|---|---|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$82,014
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
838
shares
|
$63,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
804
shares
|
$61,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
748
shares
|
$56,855
0.0% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
642
shares
|
$48,798
0.02% of portfolio
|
Q4 2021
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
587
shares
|
$44,617
0.0% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
540
shares
|
$41,045
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
510
shares
|
$38,765
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
439
shares
|
$33,368
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$26,755
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
343
shares
|
$26,071
0.0% of portfolio
|
Q2 2024
Reduced 47.71%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
325
shares
|
$24,703
0.0% of portfolio
|
Q2 2023
Reduced 73.14%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
316
shares
|
$24,019
0.0% of portfolio
|
Q1 2024
Added 26.29%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
300
shares
|
$22,803
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
300
shares
|
$22,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
300
shares
|
$22,803
0.01% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$21,434
0.01% of portfolio
|
Q4 2022
New holding
|
|
Gleason Group, Inc.
|
Jul 12, 2024 Q2 2024 |
259
shares
|
$19,686
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
255
shares
|
$19,382
0.0% of portfolio
|
Q3 2023
Reduced 43.33%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
200
shares
|
$15,202
0.0% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
197
shares
|
$14,973
0.0% of portfolio
|
Q2 2024
Added 0.51%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
170
shares
|
$12,921
0.0% of portfolio
|
Q2 2024
Reduced 92.85%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
141
shares
|
$10,717
0.0% of portfolio
|
Q3 2023
Reduced 0.7%
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
121
shares
|
$9,197
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
72
shares
|
$5,472
0.0% of portfolio
|
Q3 2021
New holding
|