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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 20.0% |
$470 - $510
|
32
$2.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 16.51% |
$1.06K - $1.15K
|
91
$6.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47- 0.05% |
$2.76K - $2.99K
|
89.7K
$6.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-109- 21.63% |
$6.41K - $6.94K
|
395
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-201- 0.58% |
$11.8K - $12.8K
|
34.7K
$2.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-210- 41.18% |
$12.3K - $13.4K
|
300
$22K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-216- 1.83% |
$12.7K - $13.8K
|
11.6K
$852K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-228- 5.54% |
$13.4K - $14.5K
|
3.88K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-256- 5.21% |
$15.1K - $16.3K
|
4.65K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-288- 12.76% |
$16.9K - $18.3K
|
1.97K
$145K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-364- 4.06% |
$21.4K - $23.2K
|
8.6K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-367- 45.7% |
$21.6K - $23.4K
|
436
$32K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-626- 2.71% |
$36.8K - $39.9K
|
22.4K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-643- 7.61% |
$37.8K - $41K
|
7.81K
$573K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-738- 1.49% |
$43.4K - $47K
|
48.9K
$3.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-799- 0.17% |
$47K - $50.9K
|
460K
$33.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-877- 2.81% |
$51.6K - $55.9K
|
30.4K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-885- 73.14% |
$52K - $56.4K
|
325
$23.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-891- 13.33% |
$52.4K - $56.8K
|
5.8K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-941- 6.56% |
$55.3K - $59.9K
|
13.4K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.52K- 21.65% |
$89.2K - $96.7K
|
5.49K
$403K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.65K- 76.79% |
$97.2K - $105K
|
500
$36.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.83K- 2.05% |
$108K - $117K
|
87.7K
$6.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 1.26% |
$109K - $118K
|
145K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.85K- 32.03% |
$109K - $118K
|
3.93K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.23K- 3.9% |
$131K - $142K
|
55.1K
$4.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 5.04% |
$134K - $145K
|
42.9K
$3.15M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.68K- 20.01% |
$158K - $171K
|
10.7K
$787K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-3.17K- 9.71% |
$186K - $202K
|
29.5K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.38K- 14.41% |
$199K - $215K
|
20.1K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.34K- 3.7% |
$255K - $277K
|
113K
$8.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.47K- 4.85% |
$263K - $285K
|
87.6K
$6.43M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.03K- 26.15% |
$354K - $384K
|
17K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.57K- 50.2% |
$386K - $418K
|
6.51K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.74K- 12.63% |
$572K - $620K
|
67.3K
$4.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.3K- 20.29% |
$1.31M - $1.42M
|
87.7K
$6.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-27.7K- 75.79% |
$1.63M - $1.77M
|
8.85K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-29.2K- 39.05% |
$1.72M - $1.86M
|
45.5K
$3.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.3K- 18.25% |
$3.31M - $3.59M
|
252K
$18.5M
|