Purchases and Sales Made in Q3 2022 in Ishares Morningstar Mid Cap Va (IMCV)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-129- 40.82% |
$7.22K - $8.62K
|
187
$13.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-229- 15.91% |
$12.8K - $15.3K
|
1.21K
$88.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-291- 3.67% |
$16.3K - $19.5K
|
7.64K
$561K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-300- 20.0% |
$16.8K - $20.1K
|
1.2K
$88.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-324- 22.44% |
$18.1K - $21.7K
|
1.12K
$82.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-345- 0.37% |
$19.3K - $23.1K
|
92.4K
$6.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-830- 8.9% |
$46.4K - $55.5K
|
8.5K
$624K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-845- 65.96% |
$47.3K - $56.5K
|
436
$32K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.02K- 3.31% |
$57.3K - $68.5K
|
29.9K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.53K- 23.58% |
$85.7K - $102K
|
4.97K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.7K- 14.57% |
$94.8K - $113K
|
9.94K
$730K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.81K- 32.69% |
$101K - $121K
|
3.73K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.1K- 11.25% |
$118K - $140K
|
16.6K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-2.17K- 1.02% |
$122K - $145K
|
212K
$15.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.64K- 10.37% |
$148K - $177K
|
22.8K
$1.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.19K- 7.28% |
$234K - $280K
|
53.3K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.15K- 4.83% |
$344K - $411K
|
121K
$8.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.39K- 0.89% |
$357K - $427K
|
715K
$52.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.89K- 3.62% |
$441K - $528K
|
210K
$15.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.64K- 55.07% |
$483K - $577K
|
7.05K
$517K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-31.3K- 27.52% |
$1.75M - $2.09M
|
82.3K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39K- 39.71% |
$2.18M - $2.61M
|
59.2K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-68.8K- 11.84% |
$3.85M - $4.6M
|
512K
$37.6M
|