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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.03K- 11.29% |
$124K - $133K
|
15.9K
$1.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-2.65K- 17.51% |
$162K - $174K
|
12.5K
$917K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.06K- 3.68% |
$187K - $201K
|
80.2K
$5.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.5K- 3.2% |
$214K - $230K
|
106K
$7.77M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.86KClosed |
$236K - $254K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.96K- 88.8% |
$242K - $261K
|
500
$36.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.36K- 45.27% |
$267K - $287K
|
5.27K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.94K- 60.27% |
$486K - $522K
|
5.23K
$384K
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.4K- 11.82% |
$635K - $683K
|
77.4K
$5.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.9KClosed |
$2.51M - $2.69M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
SELL
|
- |
-81.6K- 27.07% |
$4.99M - $5.37M
|
220K
$16.1M
|