Purchases and Sales Made in Q2 2023 in Ishares Morningstar Mid Cap Va (IMCV)

IMCV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 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
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
72.2K
+ 10.06%
$4.24M - $4.6M
790K $58.6M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
32.9K
New
$1.93M - $2.09M
32.9K $2.44M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.7K
New
$1.45M - $1.58M
24.7K $1.84M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
24.3K
+ 135.93%
$1.43M - $1.54M
42.1K $3.12M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
23.9K
+ 179.01%
$1.41M - $1.52M
37.3K $2.77M
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

BUY
 -
11.7K
+ 114.51%
$685K - $742K
21.8K $1.62M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
7.43K
+ 3.06%
$437K - $473K
250K $18.6M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
7.11K
+ 95.79%
$418K - $453K
14.5K $1.08M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
6K
+ 2.12%
$353K - $382K
290K $21.5M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
5.73K
+ 8.54%
$337K - $365K
72.9K $5.41M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.04K
+ 466.57%
$296K - $321K
6.12K $454K
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
4.79K
+ 7.36%
$281K - $305K
69.8K $5.18M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.79K
+ 13.15%
$281K - $305K
41.2K $3.06M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
4.66K
New
$274K - $297K
4.66K $346K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.59K
+ 8.19%
$270K - $292K
60.6K $4.5M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
4.2K
New
$247K - $268K
4.2K $312K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
3.68K
+ 20.49%
$217K - $235K
21.7K $1.61M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.61K
+ 4.57%
$212K - $230K
82.5K $6.13M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
3.24K
New
$190K - $206K
3.24K $240K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
2.83K
+ 5.21%
$166K - $180K
57.1K $4.24M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
2.78K
+ 1.29%
$163K - $177K
219K $16.2M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.6K
+ 10.72%
$153K - $166K
26.9K $2M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
2.47K
+ 9.48%
$145K - $157K
28.5K $2.12M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.98K
+ 3.96%
$117K - $126K
52.1K $3.86M
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.14K
+ 18.77%
$67K - $72.6K
7.21K $535K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
879
+ 27.96%
$51.7K - $56K
4.02K $299K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
879
+ 27.96%
$51.7K - $56K
4.02K $299K
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
833
+ 11.75%
$49K - $53.1K
7.93K $588K
Jul 26, 2023 Q2 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
523
+ 15.59%
$30.7K - $33.3K
3.88K $288K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
391
+ 2.05%
$23K - $24.9K
19.5K $1.45M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
248
New
$14.6K - $15.8K
248 $18.4K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
213
+ 3.66%
$12.5K - $13.6K
6.03K $448K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
200
+ 2.62%
$11.8K - $12.7K
7.83K $581K
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
113
New
$6.64K - $7.2K
113 $8.39K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
90
+ 1.06%
$5.29K - $5.73K
8.61K $639K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
78
+ 4.68%
$4.59K - $4.97K
1.75K $130K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
74
+ 0.99%
$4.35K - $4.71K
7.52K $558K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
55
+ 0.06%
$3.23K - $3.5K
99.1K $7.36M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
37
New
$2.18K - $2.36K
37 $2.75K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
18
+ 0.44%
$1.06K - $1.15K
4.11K $305K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
6
+ 0.12%
$353 - $382
4.97K $369K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3
+ 0.46%
$176 - $191
659 $48.9K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
1
+ 0.52%
$58.8 - $63.7
192 $14.3K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.75%
$58.8 - $63.7
58 $4.31K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.13%
$58.8 - $63.7
799 $59.3K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
1
+ 0.4%
$58.8 - $63.7
253 $18.8K
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
1
+ 0.01%
$58.8 - $63.7
7.58K $563K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1
+ 0.02%
$58.8 - $63.7
4.29K $319K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-6
- 0.09%
$353 - $382
6.88K $511K

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