Purchases and Sales Made in Q1 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q1 2024. 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, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
184K+ 334.26% |
$12.1M - $13.4M
|
239K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.3K+ 21.67% |
$3.69M - $4.08M
|
316K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.2KNew |
$3.16M - $3.49M
|
48.2K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.2K+ 38.4% |
$2.38M - $2.63M
|
130K
$9.69M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22.8KNew |
$1.5M - $1.65M
|
22.8K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
22.3KNew |
$1.46M - $1.61M
|
22.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1KNew |
$1.39M - $1.53M
|
21.1K
$1.57M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 152.63% |
$841K - $930K
|
21.2K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.46K+ 16.54% |
$424K - $468K
|
45.5K
$3.38M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.8K+ 40.05% |
$380K - $421K
|
20.3K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.77K+ 11.42% |
$378K - $418K
|
56.3K
$4.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$370K - $409K
|
5.64K
$418K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4.54K+ 5159.09% |
$298K - $329K
|
4.63K
$344K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.3KNew |
$217K - $239K
|
3.3K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.16K+ 22.65% |
$207K - $229K
|
17.1K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.05K+ 1482.04% |
$200K - $221K
|
3.26K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$199K - $220K
|
3.03K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.97K+ 68.16% |
$195K - $216K
|
7.33K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
2.81KNew |
$184K - $204K
|
2.81K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.81KNew |
$184K - $204K
|
2.81K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$184K - $204K
|
2.81K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.54K+ 2759.78% |
$167K - $184K
|
2.63K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.37K+ 2.58% |
$155K - $172K
|
94K
$6.98M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.33K+ 3.96% |
$153K - $169K
|
61K
$4.53M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.85K+ 57.6% |
$122K - $134K
|
5.07K
$376K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.71K+ 2.87% |
$112K - $124K
|
61.4K
$4.55M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$92.1K - $102K
|
1.4K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 3.45% |
$81.7K - $90.3K
|
37.4K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1KNew |
$72.4K - $80.1K
|
1.1K
$81.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 15.37% |
$60.4K - $66.8K
|
6.91K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
879+ 4.17% |
$57.7K - $63.8K
|
22K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
549+ 16.81% |
$36K - $39.8K
|
3.81K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
404+ 1.05% |
$26.5K - $29.3K
|
38.8K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
346+ 0.57% |
$22.7K - $25.1K
|
61.3K
$4.55M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
297+ 26.42% |
$19.5K - $21.5K
|
1.42K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
270+ 1.76% |
$17.7K - $19.6K
|
15.6K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
196New |
$12.9K - $14.2K
|
196
$14.5K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
193+ 78.46% |
$12.7K - $14K
|
439
$32.6K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
169+ 2.21% |
$11.1K - $12.3K
|
7.83K
$581K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
95+ 2.6% |
$6.23K - $6.89K
|
3.75K
$278K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51+ 26.29% |
$3.35K - $3.7K
|
245
$18.2K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51+ 0.86% |
$3.35K - $3.7K
|
5.97K
$443K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
27New |
$1.77K - $1.96K
|
27
$2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$1.71K - $1.89K
|
26
$1.93K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.46% |
$1.25K - $1.38K
|
4.19K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13+ 0.66% |
$853 - $943
|
1.97K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.06% |
$328 - $363
|
7.71K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3+ 0.03% |
$197 - $218
|
8.84K
$656K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.39% |
$65.6 - $72.6
|
258
$19.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|