Purchases and Sales Made in Q3 2022 in Ishares Morningstar Mid Cap Va (IMCV)

IMCV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q3 2022. 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 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
31.3K
+ 292.71%
$1.75M - $2.09M
41.9K $3.27M
Oct 25, 2022 Q3 2022
Orgel Wealth Management, LLC

BUY
 -
26.4K
+ 463.63%
$1.48M - $1.77M
32.1K $2.51M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.4K
New
$1.08M - $1.3M
19.4K $1.51M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
18.8K
New
$1.05M - $1.26M
18.8K $1.47M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
18.5K
+ 130.52%
$1.03M - $1.23M
32.6K $2.54M
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
17.7K
+ 207.71%
$992K - $1.19M
26.3K $2.05M
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
17K
New
$952K - $1.14M
17K $1.33M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.8K
+ 267.73%
$658K - $787K
16.2K $1.26M
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
11.7K
+ 23.79%
$653K - $780K
60.7K $4.74M
Oct 28, 2022 Q3 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
11.6K
New
$650K - $777K
11.6K $907K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.82K
+ 2.87%
$549K - $657K
352K $27.5M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
8.59K
New
$480K - $574K
8.59K $670K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.75K
+ 29.11%
$377K - $451K
29.9K $2.34M
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
4.74K
+ 7.19%
$265K - $317K
70.7K $5.52M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
4.46K
New
$250K - $298K
4.46K $348K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
4.01K
New
$224K - $268K
4.01K $313K
Oct 20, 2022 Q3 2022
Marietta Wealth Management, LLC

BUY
 -
3.66K
+ 10.46%
$205K - $245K
38.6K $3.01M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
3.22K
+ 223.78%
$180K - $215K
4.66K $363K
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3K
+ 14.94%
$168K - $201K
23.1K $1.8M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.42K
+ 6.99%
$135K - $162K
37K $2.89M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
2.31K
+ 7.4%
$129K - $155K
33.5K $2.62M
Nov 14, 2022 Q3 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
2.28K
+ 4.46%
$128K - $153K
53.5K $4.18M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
2.18K
+ 2.61%
$122K - $146K
85.6K $6.68M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
1.44K
+ 1.52%
$80.5K - $96.2K
95.9K $7.48M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
859
+ 3.41%
$48.1K - $57.4K
26.1K $2.04M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
817
New
$45.7K - $54.6K
817 $63.8K
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
813
+ 6.22%
$45.5K - $54.4K
13.9K $1.08M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
694
+ 15.06%
$38.8K - $46.4K
5.3K $414K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
571
+ 1.71%
$31.9K - $38.2K
34K $2.65M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
405
+ 0.43%
$22.7K - $27.1K
95.1K $7.42M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
390
+ 3.74%
$21.8K - $26.1K
10.8K $844K
Oct 17, 2022 Q3 2022
Rodgers & Associates, LTD

BUY
 -
370
+ 0.55%
$20.7K - $24.7K
67.5K $5.27M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
300
+ 1.93%
$16.8K - $20.1K
15.8K $1.23M
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
300
New
$16.8K - $20.1K
300 $23.4K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
257
+ 0.36%
$14.4K - $17.2K
72.1K $5.63M
Oct 11, 2022 Q3 2022
Burt Wealth Advisors

BUY
 -
253
+ 2.25%
$14.2K - $16.9K
11.5K $898K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
237
+ 5.62%
$13.3K - $15.8K
4.45K $348K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
158
+ 2.18%
$8.84K - $10.6K
7.42K $579K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
63
+ 2.02%
$3.52K - $4.21K
3.19K $249K
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
28
+ 0.43%
$1.57K - $1.87K
6.49K $506K
Oct 11, 2022 Q3 2022
Gleason Group, Inc.

BUY
 -
2
+ 0.81%
$112 - $134
248 $19.4K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1
+ 0.0%
$55.9 - $66.9
23.3K $1.82M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.13%
$55.9 - $66.9
795 $62.1K
Nov 09, 2022 Q3 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-17
- 1.43%
$951 - $1.14K
1.18K $91.7K
Nov 02, 2022 Q3 2022
Paragon Private Wealth Management, LLC

SELL
 -
-36
- 0.56%
$2.01K - $2.41K
6.36K $497K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-55
- 33.74%
$3.08K - $3.68K
108 $8.43K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-81
- 0.91%
$4.53K - $5.42K
8.78K $686K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-86
Closed
$4.81K - $5.75K
0 $0
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-108
- 1.62%
$6.04K - $7.22K
6.57K $513K

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