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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
300
shares
|
$24,084
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
300
shares
|
$24,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$22,638
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
261
shares
|
$20,953
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
200
shares
|
$16,056
0.0% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
198
shares
|
$15,895
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
170
shares
|
$13,647
0.0% of portfolio
|
Q2 2024
Reduced 92.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
169
shares
|
$13,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
155
shares
|
$12,443
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
151
shares
|
$12,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
141
shares
|
$11,319
0.0% of portfolio
|
Q3 2023
Reduced 0.7%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$9,713
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
83
shares
|
$6,663
0.0% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$5,619
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
66
shares
|
$5,298
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
54
shares
|
$4,335
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
54
shares
|
$4,335
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
45
shares
|
$3,612
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
30
shares
|
$2,408
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13
shares
|
$1,043
0.0% of portfolio
|
Q1 2024
Reduced 98.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q4 2023
Reduced 99.93%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|