Purchases and Sales Made in Q1 2022 in Ishares Morningstar Mid Cap Va (IMCV)
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
$8.6M
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
65.8KNew |
$4.27M - $4.61M
|
65.8K
$4.91M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
61.9K+ 2030.29% |
$4.01M - $4.33M
|
64.9K
$4.84M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
32.5K+ 586.3% |
$2.1M - $2.28M
|
38K
$2.84M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29.6KNew |
$1.92M - $2.07M
|
29.6K
$2.21M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.4KNew |
$1.78M - $1.92M
|
27.4K
$2.04M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.4KNew |
$1.78M - $1.92M
|
27.4K
$2.04M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
24.6K+ 283.24% |
$1.59M - $1.72M
|
33.3K
$2.48M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24.1K+ 753.55% |
$1.56M - $1.69M
|
27.3K
$2.04M
|
|
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
$4.11M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12.4KNew |
$802K - $867K
|
12.4K
$924K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 1.56% |
$727K - $787K
|
732K
$54.6M
|
|
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
$10.4M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.17K+ 11.99% |
$529K - $572K
|
76.3K
$5.69M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.95K+ 137.19% |
$515K - $557K
|
13.8K
$1.03M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.91KNew |
$447K - $484K
|
6.91K
$515K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.65K+ 2.07% |
$431K - $466K
|
328K
$24.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.3K+ 8.62% |
$408K - $441K
|
79.4K
$5.92M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.94KNew |
$320K - $346K
|
4.94K
$368K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.84K+ 18.22% |
$248K - $269K
|
24.9K
$1.86M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3.43KNew |
$222K - $240K
|
3.43K
$256K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39KNew |
$220K - $238K
|
3.39K
$253K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.32KNew |
$215K - $232K
|
3.32K
$247K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12KNew |
$202K - $219K
|
3.12K
$233K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.55KNew |
$165K - $179K
|
2.55K
$190K
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.7K+ 4.9% |
$110K - $119K
|
36.3K
$2.71M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 5.08% |
$99.4K - $108K
|
31.7K
$2.37M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
825New |
$53.4K - $57.8K
|
825
$61.5K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
394+ 26.89% |
$25.5K - $27.6K
|
1.86K
$139K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302+ 4.31% |
$19.6K - $21.2K
|
7.31K
$545K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
289+ 0.34% |
$18.7K - $20.2K
|
85.7K
$6.39M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
220+ 2.65% |
$14.3K - $15.4K
|
8.52K
$635K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 0.98% |
$11.7K - $12.6K
|
18.6K
$1.39M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
176+ 4.54% |
$11.4K - $12.3K
|
4.05K
$302K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
108New |
$7K - $7.57K
|
108
$8.06K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105New |
$6.8K - $7.36K
|
105
$7.83K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
95+ 2.82% |
$6.15K - $6.65K
|
3.47K
$259K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
86New |
$5.57K - $6.02K
|
86
$6.42K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
54New |
$3.5K - $3.78K
|
54
$4.03K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54New |
$3.5K - $3.78K
|
54
$4.03K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 200.0% |
$2.85K - $3.08K
|
66
$4.92K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 0.45% |
$2.2K - $2.38K
|
7.64K
$570K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.01% |
$130 - $140
|
23.3K
$1.74M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$64.8 - $70.1
|
793
$59.2K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.62% |
$64.8 - $70.1
|
163
$12.2K
|