Purchases and Sales Made in Q2 2022 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
51.2KNew |
$2.97M - $3.62M
|
51.2K
$4M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1K+ 852.16% |
$2.44M - $2.97M
|
47K
$3.67M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$1.79M - $2.18M
|
30.9K
$2.41M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 32.59% |
$1.62M - $1.97M
|
114K
$8.87M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
15.8K+ 47.57% |
$916K - $1.12M
|
49.1K
$3.83M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.9K+ 4.25% |
$808K - $984K
|
342K
$26.7M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.6K+ 39.13% |
$671K - $818K
|
41.2K
$3.21M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 315.38% |
$627K - $764K
|
14.3K
$1.11M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.6K+ 9787.04% |
$612K - $746K
|
10.7K
$834K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.24K+ 242.85% |
$477K - $582K
|
11.6K
$908K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.12K+ 9.33% |
$412K - $503K
|
83.4K
$6.51M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.83K+ 93.38% |
$396K - $482K
|
14.1K
$1.1M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
6.46KNew |
$374K - $456K
|
6.46K
$504K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.13K+ 43.89% |
$355K - $433K
|
20.1K
$1.57M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$330K - $402K
|
5.7K
$445K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.87K+ 5.44% |
$282K - $344K
|
94.4K
$7.37M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12KNew |
$181K - $220K
|
3.12K
$244K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.81K+ 8.84% |
$163K - $198K
|
34.6K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.79K+ 36.57% |
$162K - $197K
|
10.4K
$814K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.35K+ 17.85% |
$136K - $166K
|
15.5K
$1.21M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.02K+ 57.2% |
$117K - $142K
|
5.55K
$433K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.65KNew |
$95.8K - $117K
|
1.65K
$129K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.52K+ 48.98% |
$87.8K - $107K
|
4.61K
$360K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.44KNew |
$83.3K - $102K
|
1.44K
$112K
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.42K+ 14.47% |
$82.4K - $100K
|
11.2K
$878K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 21.67% |
$67K - $81.7K
|
6.5K
$507K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 364.19% |
$65.4K - $79.7K
|
1.44K
$112K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.65% |
$62K - $75.6K
|
66K
$5.15M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
810+ 9.51% |
$46.9K - $57.2K
|
9.33K
$728K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
691+ 5.58% |
$40K - $48.8K
|
13.1K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
638+ 77.33% |
$37K - $45K
|
1.46K
$114K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
587+ 2.36% |
$34K - $41.4K
|
25.5K
$1.99M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
451+ 5.36% |
$26.1K - $31.8K
|
8.86K
$692K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
411New |
$23.8K - $29K
|
411
$32.1K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
353+ 5.11% |
$20.4K - $24.9K
|
7.26K
$567K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
300New |
$17.4K - $21.2K
|
300
$23.4K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
164+ 4.05% |
$9.5K - $11.6K
|
4.22K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
130+ 0.39% |
$7.53K - $9.18K
|
33.4K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
71+ 0.38% |
$4.11K - $5.01K
|
18.7K
$1.46M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 0.05% |
$2.78K - $3.39K
|
92.7K
$7.24M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$57.9 - $70.6
|
246
$19.2K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$57.9 - $70.6
|
794
$62K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.0% |
$57.9 - $70.6
|
23.3K
$1.82M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.11% |
$348 - $424
|
5.3K
$414K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-49- 0.73% |
$2.84K - $3.46K
|
6.68K
$521K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 15.09% |
$4.63K - $5.65K
|
450
$35.1K
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-153- 0.49% |
$8.86K - $10.8K
|
30.9K
$2.41M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-258- 1.62% |
$14.9K - $18.2K
|
15.7K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-357- 6.77% |
$20.7K - $25.2K
|
4.92K
$384K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-415- 22.32% |
$24K - $29.3K
|
1.44K
$113K
|