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 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.04KClosed |
$60K - $73.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.38K- 3.79% |
$79.8K - $97.3K
|
35K
$2.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.62KClosed |
$93.8K - $114K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.11K- 7.72% |
$122K - $149K
|
25.2K
$1.85M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.73K- 61.17% |
$158K - $193K
|
1.73K
$127K
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-2.97K- 1.37% |
$172K - $210K
|
214K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.12KClosed |
$181K - $220K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-3.24KClosed |
$187K - $228K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.32KClosed |
$192K - $234K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-3.47KClosed |
$201K - $245K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.08K- 7.04% |
$295K - $359K
|
67.1K
$4.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.82K- 0.99% |
$337K - $411K
|
581K
$42.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.81K- 17.89% |
$394K - $481K
|
31.2K
$2.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-7.42KClosed |
$430K - $524K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.5KClosed |
$434K - $530K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.55K- 9.51% |
$437K - $533K
|
71.8K
$5.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.36K- 68.05% |
$542K - $661K
|
4.39K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.2K- 1.53% |
$650K - $793K
|
721K
$53M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.2K- 1.53% |
$650K - $793K
|
721K
$53M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-13K- 12.06% |
$752K - $917K
|
94.7K
$6.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.4K- 61.03% |
$775K - $944K
|
8.54K
$627K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.4K- 29.7% |
$948K - $1.15M
|
38.7K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.6KClosed |
$963K - $1.17M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.1K- 14.81% |
$989K - $1.21M
|
98.2K
$7.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-17.7K- 69.09% |
$1.03M - $1.25M
|
7.94K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.7K- 8.3% |
$1.14M - $1.39M
|
218K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-27.4KClosed |
$1.59M - $1.93M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.9K- 19.03% |
$1.73M - $2.11M
|
127K
$9.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-65.8KClosed |
$3.81M - $4.65M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.9K- 58.76% |
$4.75M - $5.78M
|
57.5K
$4.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-128K- 84.63% |
$7.39M - $9.01M
|
23.2K
$1.7M
|