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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$64.8 - $70.1
|
245
$18.2K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.07% |
$583 - $630
|
13.2K
$977K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 66.67% |
$2.85K - $3.08K
|
22
$1.63K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-94- 46.31% |
$6.09K - $6.58K
|
109
$8.09K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-102- 35.42% |
$6.61K - $7.15K
|
186
$13.8K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-186- 0.59% |
$12K - $13K
|
31.1K
$2.31M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-240- 4.22% |
$15.5K - $16.8K
|
5.45K
$404K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-271- 7.13% |
$17.6K - $19K
|
3.53K
$262K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-328- 9.59% |
$21.2K - $23K
|
3.09K
$230K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-473- 5.32% |
$30.6K - $33.1K
|
8.41K
$624K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-523- 0.72% |
$33.9K - $36.6K
|
72.2K
$5.36M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-584- 0.65% |
$37.8K - $40.9K
|
89.6K
$6.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600Closed |
$38.9K - $42K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-675- 34.51% |
$43.7K - $47.3K
|
1.28K
$95.1K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 46.98% |
$68.4K - $74K
|
1.19K
$88.5K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.06KClosed |
$68.7K - $74.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 1.68% |
$102K - $111K
|
92.7K
$6.88M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.59KClosed |
$103K - $112K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 4.68% |
$106K - $114K
|
33.3K
$2.47M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-1.84K- 15.77% |
$119K - $129K
|
9.82K
$729K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.97K- 12.38% |
$128K - $138K
|
14K
$1.04M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.94K- 65.87% |
$190K - $206K
|
1.52K
$113K
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.86K- 1.75% |
$250K - $271K
|
217K
$16.1M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.51K- 22.03% |
$292K - $316K
|
15.9K
$1.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5.14K- 40.94% |
$333K - $360K
|
7.42K
$551K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.18KClosed |
$401K - $433K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.25K- 0.85% |
$405K - $438K
|
732K
$54.4M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-7.68K- 88.12% |
$498K - $538K
|
1.04K
$76.9K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.4K- 33.58% |
$544K - $589K
|
16.6K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.1KClosed |
$719K - $777K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.2K- 9.44% |
$727K - $786K
|
108K
$7.99M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.6KClosed |
$1.59M - $1.72M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.5KClosed |
$2.17M - $2.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46.3K- 7.31% |
$3M - $3.24M
|
587K
$43.5M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-68.4K- 90.11% |
$4.43M - $4.79M
|
7.5K
$557K
|