Purchases and Sales Made in Q3 2021 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
727KNew |
$44.5M - $47.9M
|
727K
$54M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
117KNew |
$7.13M - $7.67M
|
117K
$8.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 36.22% |
$2.48M - $2.66M
|
152K
$11.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.64K+ 55.98% |
$590K - $635K
|
26.9K
$1.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
8.39KNew |
$513K - $552K
|
8.39K
$623K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.03K+ 10.72% |
$430K - $462K
|
72.6K
$5.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.48K+ 87.22% |
$397K - $426K
|
13.9K
$1.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.11KNew |
$374K - $402K
|
6.11K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
5.15K+ 184.92% |
$315K - $339K
|
7.94K
$589K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.86K+ 6.35% |
$236K - $254K
|
64.7K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.54K+ 7.74% |
$217K - $233K
|
49.3K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.52K+ 8.28% |
$154K - $166K
|
32.9K
$2.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.08K+ 8.88% |
$127K - $137K
|
25.5K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
2.01K+ 2.42% |
$123K - $132K
|
85.1K
$6.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.31K+ 5.34% |
$80.2K - $86.3K
|
25.9K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.28K+ 1.38% |
$78.1K - $84K
|
93.8K
$6.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
816New |
$49.9K - $53.7K
|
816
$60.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
678+ 0.11% |
$41.5K - $44.6K
|
634K
$47.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
658+ 6.04% |
$40.3K - $43.3K
|
11.6K
$858K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
641+ 1.81% |
$39.2K - $42.2K
|
36.1K
$2.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
500+ 13.07% |
$30.6K - $32.9K
|
4.33K
$321K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 562.5% |
$27.5K - $29.6K
|
530
$39.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
335+ 7.4% |
$20.5K - $22K
|
4.87K
$361K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
214+ 1.59% |
$13.1K - $14.1K
|
13.6K
$1.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
178+ 5.39% |
$10.9K - $11.7K
|
3.48K
$258K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
143+ 2.2% |
$8.75K - $9.41K
|
6.64K
$493K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
100+ 0.54% |
$6.12K - $6.58K
|
18.6K
$1.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
72New |
$4.41K - $4.74K
|
72
$5.34K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 0.28% |
$3.18K - $3.42K
|
18.8K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.36% |
$795 - $855
|
3.58K
$265K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.83% |
$122 - $132
|
243
$18K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$61.2 - $65.8
|
833
$61.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$61.2 - $65.8
|
8.89K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.63% |
$61.2 - $65.8
|
161
$12K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57- 0.04% |
$3.49K - $3.75K
|
157K
$11.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-69Closed |
$4.22K - $4.54K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85- 8.05% |
$5.2K - $5.59K
|
971
$72.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140- 0.93% |
$8.57K - $9.21K
|
15K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-156- 4.36% |
$9.55K - $10.3K
|
3.43K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-170- 0.5% |
$10.4K - $11.2K
|
33.8K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-365Closed |
$22.3K - $24K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-390- 6.42% |
$23.9K - $25.7K
|
5.69K
$422K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-525- 55.56% |
$32.1K - $34.5K
|
420
$31.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 4.8% |
$64.6K - $69.5K
|
20.9K
$1.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 6.64% |
$78.8K - $84.8K
|
18.1K
$1.34M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.29K- 3.79% |
$78.8K - $84.8K
|
32.7K
$2.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.31K- 1.76% |
$80.2K - $86.3K
|
73.1K
$5.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 1.74% |
$99K - $106K
|
91.3K
$6.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.66K- 0.55% |
$102K - $109K
|
302K
$22.5M
|