Purchases and Sales Made in Q1 2022 in Ishares Morningstar Mid Cap Va (IMCV)

IMCV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR MID CAP VA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
133K
+ 733.14%
$8.6M - $9.3M
151K $11.2M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
80.6K
+ 51.27%
$5.22M - $5.65M
238K $17.7M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
76.6K
+ 198.35%
$4.96M - $5.37M
115K $8.56M
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
65.8K
New
$4.27M - $4.61M
65.8K $4.89M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
61.9K
+ 2030.29%
$4.01M - $4.33M
64.9K $4.82M
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
32.5K
+ 586.3%
$2.1M - $2.28M
38K $2.82M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
29.6K
New
$1.92M - $2.07M
29.6K $2.2M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
27.4K
New
$1.78M - $1.92M
27.4K $2.03M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
27.4K
New
$1.78M - $1.92M
27.4K $2.03M
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

BUY
 -
24.6K
+ 283.24%
$1.59M - $1.72M
33.3K $2.47M
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
18.5K
+ 260.03%
$1.2M - $1.3M
25.7K $1.91M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
17.7K
+ 423.04%
$1.15M - $1.24M
21.9K $1.63M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.8K
+ 43.81%
$1.09M - $1.18M
55.1K $4.09M
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
12.4K
New
$802K - $867K
12.4K $919K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
11.2K
+ 1.56%
$727K - $787K
732K $54.4M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.6K
+ 7.22%
$686K - $742K
157K $11.7M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.22K
+ 6.26%
$532K - $576K
139K $10.3M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
8.17K
+ 11.99%
$529K - $572K
76.3K $5.66M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.95K
+ 137.19%
$515K - $557K
13.8K $1.02M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
6.91K
New
$447K - $484K
6.91K $513K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.65K
+ 2.07%
$431K - $466K
328K $24.3M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.3K
+ 8.62%
$408K - $441K
79.4K $5.89M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
4.94K
New
$320K - $346K
4.94K $366K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
3.84K
+ 18.22%
$248K - $269K
24.9K $1.85M
May 09, 2022 Q1 2022
M&T Bank Corp

BUY
 -
3.43K
New
$222K - $240K
3.43K $255K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.39K
New
$220K - $238K
3.39K $252K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.32K
New
$215K - $232K
3.32K $246K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
3.12K
New
$202K - $219K
3.12K $232K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
2.55K
New
$165K - $179K
2.55K $189K
Apr 12, 2022 Q1 2022
Marietta Wealth Management, LLC

BUY
 -
1.7K
+ 4.9%
$110K - $119K
36.3K $2.7M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.54K
+ 5.08%
$99.4K - $108K
31.7K $2.36M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
825
New
$53.4K - $57.8K
825 $61.2K
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
394
+ 26.89%
$25.5K - $27.6K
1.86K $138K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
302
+ 4.31%
$19.6K - $21.2K
7.31K $543K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
289
+ 0.34%
$18.7K - $20.2K
85.7K $6.36M
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

BUY
 -
220
+ 2.65%
$14.3K - $15.4K
8.52K $632K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
180
+ 0.98%
$11.7K - $12.6K
18.6K $1.38M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
176
+ 4.54%
$11.4K - $12.3K
4.05K $301K
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
108
New
$7K - $7.57K
108 $8.02K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

BUY
 -
105
New
$6.8K - $7.36K
105 $7.79K
May 19, 2022 Q1 2022
Planning Directions Inc

BUY
 -
95
+ 2.82%
$6.15K - $6.65K
3.47K $257K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
86
New
$5.57K - $6.02K
86 $6.38K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
54
New
$3.5K - $3.78K
54 $4.01K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
54
New
$3.5K - $3.78K
54 $4.01K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
44
+ 200.0%
$2.85K - $3.08K
66 $4.9K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
34
+ 0.45%
$2.2K - $2.38K
7.64K $567K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2
+ 0.01%
$130 - $140
23.3K $1.73M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.13%
$64.8 - $70.1
793 $58.9K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.62%
$64.8 - $70.1
163 $12.1K

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