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 $55.2M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
32.9K
New
$1.93M - $2.09M
32.9K $2.3M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.7K
New
$1.45M - $1.58M
24.7K $1.73M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
24.3K
+ 135.93%
$1.43M - $1.54M
42.1K $2.94M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
23.9K
+ 179.01%
$1.41M - $1.52M
37.3K $2.6M
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

BUY
 -
11.7K
+ 114.51%
$685K - $742K
21.8K $1.53M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
7.43K
+ 3.06%
$437K - $473K
250K $17.5M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
7.11K
+ 95.79%
$418K - $453K
14.5K $1.02M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
6K
+ 2.12%
$353K - $382K
290K $20.2M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
5.73K
+ 8.54%
$337K - $365K
72.9K $5.1M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.04K
+ 466.57%
$296K - $321K
6.12K $428K
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
4.79K
+ 7.36%
$281K - $305K
69.8K $4.88M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.79K
+ 13.15%
$281K - $305K
41.2K $2.88M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
4.66K
New
$274K - $297K
4.66K $326K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.59K
+ 8.19%
$270K - $292K
60.6K $4.24M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
4.2K
New
$247K - $268K
4.2K $294K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
3.68K
+ 20.49%
$217K - $235K
21.7K $1.51M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.61K
+ 4.57%
$212K - $230K
82.5K $5.77M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
3.24K
New
$190K - $206K
3.24K $226K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
2.83K
+ 5.21%
$166K - $180K
57.1K $3.99M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
2.78K
+ 1.29%
$163K - $177K
219K $15.3M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.6K
+ 10.72%
$153K - $166K
26.9K $1.88M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
2.47K
+ 9.48%
$145K - $157K
28.5K $1.99M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.98K
+ 3.96%
$117K - $126K
52.1K $3.64M
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.14K
+ 18.77%
$67K - $72.6K
7.21K $504K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
879
+ 27.96%
$51.7K - $56K
4.02K $281K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
879
+ 27.96%
$51.7K - $56K
4.02K $281K
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
833
+ 11.75%
$49K - $53.1K
7.93K $554K
Jul 26, 2023 Q2 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
523
+ 15.59%
$30.7K - $33.3K
3.88K $271K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
391
+ 2.05%
$23K - $24.9K
19.5K $1.36M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
248
New
$14.6K - $15.8K
248 $17.3K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
213
+ 3.66%
$12.5K - $13.6K
6.03K $422K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
200
+ 2.62%
$11.8K - $12.7K
7.83K $547K
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
113
New
$6.64K - $7.2K
113 $7.9K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
90
+ 1.06%
$5.29K - $5.73K
8.61K $602K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
78
+ 4.68%
$4.59K - $4.97K
1.75K $122K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
74
+ 0.99%
$4.35K - $4.71K
7.52K $526K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
55
+ 0.06%
$3.23K - $3.5K
99.1K $6.93M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
37
New
$2.18K - $2.36K
37 $2.59K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
18
+ 0.44%
$1.06K - $1.15K
4.11K $288K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
6
+ 0.12%
$353 - $382
4.97K $347K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3
+ 0.46%
$176 - $191
659 $46.1K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 1.75%
$58.8 - $63.7
58 $4.05K
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
1
+ 0.01%
$58.8 - $63.7
7.58K $530K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
1
+ 0.4%
$58.8 - $63.7
253 $17.7K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1
+ 0.02%
$58.8 - $63.7
4.29K $300K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.13%
$58.8 - $63.7
799 $55.9K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-6
- 0.09%
$353 - $382
6.88K $481K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

SELL
 -
-8
- 20.0%
$470 - $510
32 $2.24K

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