Purchases and Sales Made in Q2 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q2 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 7.15% |
$1.54M - $1.64M
|
339K
$26.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.8K+ 23.7% |
$1.22M - $1.3M
|
93.1K
$7.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 6.65% |
$1.09M - $1.16M
|
255K
$19.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.5K+ 15.49% |
$648K - $691K
|
70.8K
$5.53M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.3K+ 1.17% |
$634K - $676K
|
807K
$63M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.3K+ 1.17% |
$634K - $676K
|
807K
$63M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.4KNew |
$437K - $466K
|
6.4K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 3.21% |
$406K - $433K
|
191K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.74K+ 12.61% |
$391K - $417K
|
51.2K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.33K+ 40.6% |
$364K - $388K
|
18.5K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.51KNew |
$308K - $328K
|
4.51K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 2.35% |
$280K - $299K
|
179K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$219K - $234K
|
3.21K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.59K+ 79.5% |
$177K - $188K
|
5.85K
$457K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.51K+ 20.04% |
$172K - $183K
|
15.1K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.39K+ 47.13% |
$163K - $174K
|
7.46K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 176.36% |
$133K - $142K
|
3.05K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.54K+ 2.51% |
$105K - $112K
|
62.9K
$4.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 3.73% |
$95.1K - $101K
|
38.7K
$3.02M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 6.37% |
$92.2K - $98.3K
|
22.6K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
851+ 2.7% |
$58.1K - $61.9K
|
32.4K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
843+ 0.83% |
$57.5K - $61.3K
|
103K
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
838New |
$57.2K - $61K
|
838
$65.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
804New |
$54.8K - $58.5K
|
804
$62.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
779+ 3.5% |
$53.1K - $56.7K
|
23K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
719+ 15.0% |
$49.1K - $52.3K
|
5.51K
$430K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
585+ 7.47% |
$39.9K - $42.6K
|
8.42K
$657K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
465+ 1.53% |
$31.7K - $33.8K
|
30.9K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
316New |
$21.6K - $23K
|
316
$24.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
223+ 0.65% |
$15.2K - $16.2K
|
34.3K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
201+ 0.28% |
$13.7K - $14.6K
|
71.1K
$5.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
153+ 4.64% |
$10.4K - $11.1K
|
3.45K
$270K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
147+ 5.24% |
$10K - $10.7K
|
2.95K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
122+ 1.47% |
$8.32K - $8.87K
|
8.4K
$656K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
94+ 348.15% |
$6.41K - $6.84K
|
121
$9.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
55+ 2.79% |
$3.75K - $4K
|
2.02K
$158K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
27+ 0.72% |
$1.84K - $1.96K
|
3.78K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 0.52% |
$1.5K - $1.6K
|
4.21K
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
19+ 0.14% |
$1.3K - $1.38K
|
13.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19+ 0.26% |
$1.3K - $1.38K
|
7.44K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.34% |
$614 - $655
|
2.64K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.11% |
$273 - $291
|
3.51K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
4+ 0.0% |
$273 - $291
|
222K
$17.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.02% |
$205 - $218
|
12.6K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.05% |
$136 - $145
|
4.25K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.51% |
$68.2 - $72.7
|
197
$15.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.39% |
$68.2 - $72.7
|
259
$20.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$68.2 - $72.7
|
5.95K
$464K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.01% |
$341 - $364
|
85.6K
$6.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 1.18% |
$478 - $509
|
587
$45.8K
|