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 5.34 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
54
shares
|
$3,777
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
53
shares
|
$3,707
0.0% of portfolio
|
Q1 2024
Reduced 19.7%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
45
shares
|
$3,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2024 Q1 2024 |
30
shares
|
$2,098
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
27
shares
|
$1,888
0.0% of portfolio
|
Q1 2024
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
26
shares
|
$1,818
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
13
shares
|
$909
0.0% of portfolio
|
Q1 2024
Reduced 98.14%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$69
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
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|