Purchases and Sales Made in Q1 2023 in Ishares Morningstar Mid Cap Va (IMCV)
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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
24+ 0.59% |
$1.41K - $1.64K
|
4.1K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$762 - $887
|
13
$955
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 21.21% |
$410 - $478
|
40
$2.94K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.8% |
$117 - $136
|
252
$18.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$58.6 - $68.2
|
798
$58.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.93% |
$58.6 - $68.2
|
109
$8K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.53% |
$58.6 - $68.2
|
191
$14K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-5- 4.59% |
$293 - $341
|
104
$7.64K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.14% |
$293 - $341
|
3.67K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-25- 0.74% |
$1.47K - $1.71K
|
3.35K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85- 14.43% |
$4.98K - $5.8K
|
504
$37K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-122- 0.53% |
$7.15K - $8.33K
|
23.1K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-130- 2.2% |
$7.62K - $8.87K
|
5.79K
$425K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-138- 2.79% |
$8.09K - $9.42K
|
4.8K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-145- 0.1% |
$8.5K - $9.89K
|
147K
$10.8M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-180- 4.74% |
$10.5K - $12.3K
|
3.62K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-405- 6.6% |
$23.7K - $27.6K
|
5.73K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-540- 33.33% |
$31.6K - $36.8K
|
1.08K
$79.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-557- 3.74% |
$32.6K - $38K
|
14.3K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-783- 0.87% |
$45.9K - $53.4K
|
89.5K
$6.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 1.17% |
$62.1K - $72.3K
|
89.8K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.16K- 18.87% |
$67.7K - $78.8K
|
4.97K
$365K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.94K- 30.43% |
$114K - $133K
|
4.45K
$326K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 97.23% |
$117K - $136K
|
57
$4.19K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.11K- 5.47% |
$124K - $144K
|
36.4K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.25K- 7.96% |
$132K - $154K
|
26K
$1.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.25K- 10.55% |
$132K - $154K
|
19.1K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.46K- 4.67% |
$144K - $168K
|
50.1K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.03K- 5.02% |
$178K - $207K
|
57.3K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.16K- 2.62% |
$185K - $216K
|
117K
$8.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-5.16K- 13.65% |
$302K - $352K
|
32.6K
$2.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5.88K- 20.3% |
$344K - $401K
|
23.1K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-6.42K- 38.69% |
$376K - $438K
|
10.2K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.41K- 7.82% |
$493K - $574K
|
99.1K
$7.27M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-17.6K- 19.03% |
$1.03M - $1.2M
|
74.7K
$5.49M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.8K- 65.9% |
$1.51M - $1.76M
|
13.4K
$980K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.3K- 10.26% |
$2.07M - $2.41M
|
309K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-41.8K- 8.31% |
$2.45M - $2.85M
|
461K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.3K- 6.18% |
$2.77M - $3.23M
|
717K
$52.7M
|