Purchases and Sales Made in Q2 2023 in Ishares Morningstar Mid Cap Va (IMCV)
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
$58.9M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9KNew |
$1.93M - $2.09M
|
32.9K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$1.45M - $1.58M
|
24.7K
$1.85M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.3K+ 135.93% |
$1.43M - $1.54M
|
42.1K
$3.14M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9K+ 179.01% |
$1.41M - $1.52M
|
37.3K
$2.78M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
11.7K+ 114.51% |
$685K - $742K
|
21.8K
$1.63M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.43K+ 3.06% |
$437K - $473K
|
250K
$18.7M
|
|
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
$21.6M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.73K+ 8.54% |
$337K - $365K
|
72.9K
$5.44M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.25K+ 10.12% |
$309K - $334K
|
57.1K
$4.26M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.04K+ 466.57% |
$296K - $321K
|
6.12K
$456K
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.79K+ 7.36% |
$281K - $305K
|
69.8K
$5.21M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79K+ 13.15% |
$281K - $305K
|
41.2K
$3.07M
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.66KNew |
$274K - $297K
|
4.66K
$348K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.59K+ 8.19% |
$270K - $292K
|
60.6K
$4.52M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$247K - $268K
|
4.2K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.68K+ 20.49% |
$217K - $235K
|
21.7K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.61K+ 4.57% |
$212K - $230K
|
82.5K
$6.16M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
3.24KNew |
$190K - $206K
|
3.24K
$241K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.83K+ 5.21% |
$166K - $180K
|
57.1K
$4.26M
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
2.78K+ 1.29% |
$163K - $177K
|
219K
$16.3M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.6K+ 10.72% |
$153K - $166K
|
26.9K
$2.01M
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.47K+ 9.48% |
$145K - $157K
|
28.5K
$2.13M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.98K+ 3.96% |
$117K - $126K
|
52.1K
$3.88M
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.14K+ 18.77% |
$67K - $72.6K
|
7.21K
$538K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
879+ 27.96% |
$51.7K - $56K
|
4.02K
$300K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
879+ 27.96% |
$51.7K - $56K
|
4.02K
$300K
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
833+ 11.75% |
$49K - $53.1K
|
7.93K
$591K
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
523+ 15.59% |
$30.7K - $33.3K
|
3.88K
$289K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
391+ 2.05% |
$23K - $24.9K
|
19.5K
$1.46M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
248New |
$14.6K - $15.8K
|
248
$18.5K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
213+ 3.66% |
$12.5K - $13.6K
|
6.03K
$450K
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
200+ 2.62% |
$11.8K - $12.7K
|
7.83K
$584K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
113New |
$6.64K - $7.2K
|
113
$8.43K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
90+ 1.06% |
$5.29K - $5.73K
|
8.61K
$642K
|
|
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
$561K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
55+ 0.06% |
$3.23K - $3.5K
|
99.1K
$7.39M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
37New |
$2.18K - $2.36K
|
37
$2.76K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.44% |
$1.06K - $1.15K
|
4.11K
$307K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.12% |
$353 - $382
|
4.97K
$371K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.46% |
$176 - $191
|
659
$49.2K
|
|
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
$4.33K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$58.8 - $63.7
|
799
$59.6K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$58.8 - $63.7
|
253
$18.9K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.01% |
$58.8 - $63.7
|
7.58K
$566K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.02% |
$58.8 - $63.7
|
4.29K
$320K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6- 0.09% |
$353 - $382
|
6.88K
$513K
|