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 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-13- 19.7% |
$853 - $943
|
53
$3.89K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 1.39% |
$1.31K - $1.45K
|
1.42K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-21- 3.41% |
$1.38K - $1.52K
|
594
$43.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-36- 0.27% |
$2.36K - $2.61K
|
13.4K
$983K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 1.02% |
$2.89K - $3.19K
|
4.25K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-46- 40.0% |
$3.02K - $3.34K
|
69
$5.07K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-57- 0.27% |
$3.74K - $4.14K
|
21K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 23.08% |
$3.94K - $4.35K
|
200
$14.7K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-74- 2.05% |
$4.86K - $5.37K
|
3.53K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-88- 1.05% |
$5.77K - $6.38K
|
8.28K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-100- 1.18% |
$6.56K - $7.26K
|
8.4K
$617K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-107- 14.02% |
$7.02K - $7.76K
|
656
$48.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110- 2.44% |
$7.22K - $7.98K
|
4.4K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-130- 2.24% |
$8.53K - $9.43K
|
5.67K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-144- 5.71% |
$9.45K - $10.4K
|
2.38K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-175- 2.75% |
$11.5K - $12.7K
|
6.18K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-299- 4.79% |
$19.6K - $21.7K
|
5.95K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-395- 3.88% |
$25.9K - $28.7K
|
9.79K
$719K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-555- 12.26% |
$36.4K - $40.3K
|
3.97K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-614- 2.41% |
$40.3K - $44.5K
|
24.8K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-664- 11.59% |
$43.6K - $48.2K
|
5.06K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-685- 98.14% |
$44.9K - $49.7K
|
13
$955
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-718- 10.17% |
$47.1K - $52.1K
|
6.34K
$465K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 21.88% |
$67.7K - $74.9K
|
3.68K
$271K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 1.24% |
$70.5K - $77.9K
|
85.6K
$6.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.18K- 3.68% |
$77.7K - $85.9K
|
31K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 9.38% |
$85.2K - $94.2K
|
12.5K
$921K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 17.14% |
$85.4K - $94.4K
|
6.29K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.44K- 1.73% |
$94.2K - $104K
|
81.7K
$6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 42.73% |
$100K - $111K
|
2.05K
$150K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.62K- 5.39% |
$106K - $118K
|
28.5K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.68K- 26.76% |
$110K - $122K
|
4.6K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.43K- 2.62% |
$159K - $176K
|
90.2K
$6.62M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.62K- 70.33% |
$172K - $190K
|
1.1K
$81.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 50.7% |
$174K - $193K
|
2.59K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.66K- 50.7% |
$174K - $193K
|
2.59K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3K- 46.09% |
$197K - $218K
|
3.51K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-3.56K- 1.58% |
$233K - $258K
|
222K
$16.3M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.62K- 43.05% |
$238K - $263K
|
4.79K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.84K- 11.21% |
$252K - $279K
|
30.4K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.11K- 1.81% |
$270K - $298K
|
223K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.93K- 12.64% |
$323K - $358K
|
34.1K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.56K- 5.17% |
$365K - $404K
|
102K
$7.49M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.74K- 11.2% |
$376K - $416K
|
45.5K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6K- 1.67% |
$394K - $435K
|
352K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 17.25% |
$432K - $477K
|
31.6K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.11K- 3.32% |
$466K - $516K
|
207K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.85K- 4.57% |
$581K - $642K
|
185K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.16K- 13.01% |
$601K - $665K
|
61.2K
$4.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.3K- 1.15% |
$610K - $675K
|
798K
$58.6M
|