Purchases and Sales Made in Q1 2023 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 2023. 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 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
108K
+ 61.5%
$6.33M - $7.37M
284K $21.1M
May 12, 2023 Q1 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
92.1K
New
$5.4M - $6.28M
92.1K $6.83M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
56.3K
+ 104.64%
$3.3M - $3.84M
110K $8.17M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
27.2K
+ 52.55%
$1.59M - $1.85M
78.9K $5.86M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
24.3K
New
$1.42M - $1.66M
24.3K $1.8M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
20.9K
+ 72.61%
$1.22M - $1.42M
49.6K $3.68M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
17.8K
New
$1.05M - $1.22M
17.8K $1.32M
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
10.5K
+ 25.26%
$613K - $714K
51.9K $3.85M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.4K
+ 22.88%
$611K - $712K
56.1K $4.16M
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
9.09K
+ 228.12%
$533K - $621K
13.1K $971K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
6.69K
New
$392K - $456K
6.69K $496K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
6.53K
+ 11.17%
$383K - $445K
65K $4.82M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
6.24K
+ 2.64%
$366K - $426K
243K $18M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.13K
+ 12.8%
$301K - $350K
45.2K $3.35M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
4.97K
New
$291K - $339K
4.97K $369K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
4.29K
New
$251K - $293K
4.29K $319K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
4.11K
New
$241K - $281K
4.11K $305K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
3.35K
New
$197K - $229K
3.35K $249K
Apr 12, 2023 Q1 2023
Matrix Trust CO

BUY
 -
3.02K
+ 1.42%
$177K - $206K
216K $16M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
2.57K
+ 8.95%
$150K - $175K
31.2K $2.32M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.56K
+ 12.24%
$150K - $175K
23.5K $1.74M
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.3K
+ 14.65%
$135K - $157K
18K $1.33M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.29K
+ 3.06%
$134K - $156K
77.1K $5.72M
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
2.15K
+ 54.98%
$126K - $147K
6.07K $451K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
2.12K
+ 1535.51%
$124K - $145K
2.26K $168K
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
2.06K
+ 3.16%
$121K - $141K
67.2K $4.99M
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
1.81K
+ 34.19%
$106K - $123K
7.09K $526K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.74K
+ 24.02%
$102K - $118K
8.96K $665K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
1.4K
+ 23.15%
$81.8K - $95.3K
7.43K $551K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.36K
+ 4.05%
$79.7K - $92.8K
34.9K $2.59M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.31K
+ 12.45%
$76.6K - $89.3K
11.8K $877K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
1.29K
+ 22.48%
$75.4K - $87.8K
7.01K $521K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.07K
+ 51.23%
$62.4K - $72.7K
3.14K $233K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
1.07K
+ 51.23%
$62.4K - $72.7K
3.14K $233K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
803
New
$47.1K - $54.8K
803 $59.6K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
739
+ 2.06%
$43.3K - $50.4K
36.6K $2.71M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
683
+ 9.84%
$40K - $46.6K
7.63K $566K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
656
New
$38.4K - $44.8K
656 $48.7K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
567
+ 1.06%
$33.2K - $38.7K
54.3K $4.03M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
547
+ 48.8%
$32.1K - $37.3K
1.67K $124K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
523
+ 4.06%
$30.6K - $35.7K
13.4K $994K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
246
New
$14.4K - $16.8K
246 $18.3K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
234
+ 2.85%
$13.7K - $16K
8.45K $627K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
220
+ 4.69%
$12.9K - $15K
4.91K $364K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
210
New
$12.3K - $14.3K
210 $15.6K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
142
New
$8.32K - $9.69K
142 $10.5K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
129
+ 1.76%
$7.56K - $8.8K
7.44K $553K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
116
+ 1.71%
$6.8K - $7.92K
6.89K $511K
May 11, 2023 Q1 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
65
New
$3.81K - $4.44K
65 $4.82K

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