Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
93.3K
+ 20.27%
$5.64M - $6.2M
554K $41.1M
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

BUY
 -
36.3K
+ 12.52%
$2.19M - $2.41M
326K $24.2M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27.2K
+ 31.0%
$1.64M - $1.81M
115K $8.53M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
13.7K
New
$828K - $911K
13.7K $1.02M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
13.4K
New
$810K - $891K
13.4K $996K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
8.86K
+ 20.66%
$535K - $589K
51.8K $3.84M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
8.37K
+ 8.44%
$505K - $556K
107K $7.98M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
6.19K
+ 36.38%
$374K - $411K
23.2K $1.72M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.76K
+ 6.98%
$348K - $383K
88.3K $6.55M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.37K
+ 3.7%
$324K - $356K
151K $11.2M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
5.27K
+ 2.41%
$318K - $350K
224K $16.6M
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
4.52K
+ 6.2%
$273K - $300K
77.4K $5.75M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.62K
New
$219K - $241K
3.62K $269K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
3.48K
New
$210K - $231K
3.48K $258K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
3.33K
+ 10.96%
$201K - $221K
33.7K $2.5M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.14K
+ 79.82%
$190K - $209K
7.07K $525K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.69K
+ 8.2%
$163K - $179K
35.5K $2.64M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
2.52K
New
$152K - $167K
2.52K $187K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
2.38K
+ 3.42%
$144K - $158K
72.2K $5.36M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
2.24K
+ 3.92%
$135K - $149K
59.4K $4.41M
Oct 30, 2023 Q3 2023
Marietta Wealth Management, LLC

BUY
 -
2.08K
+ 3.65%
$126K - $138K
59.2K $4.4M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.91K
+ 109.51%
$115K - $127K
3.66K $272K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.67K
+ 8.32%
$101K - $111K
21.8K $1.62M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.6K
New
$96.4K - $106K
1.6K $119K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.58K
+ 40.73%
$95.5K - $105K
5.47K $406K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.52K
+ 2.5%
$91.5K - $101K
62.2K $4.61M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.38K
+ 138000.0%
$83.3K - $91.7K
1.38K $103K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
1.36K
+ 33.81%
$82.1K - $90.3K
5.38K $400K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.36K
+ 33.81%
$82.1K - $90.3K
5.38K $400K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.28K
+ 1.9%
$77.2K - $85K
68.6K $5.09M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.05K
+ 17.38%
$63.3K - $69.7K
7.08K $526K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
922
+ 2.65%
$55.7K - $61.2K
35.7K $2.65M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
390
+ 6.73%
$23.6K - $25.9K
6.19K $459K
Nov 02, 2023 Q3 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
333
+ 4.62%
$20.1K - $22.1K
7.54K $560K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
325
+ 4.16%
$19.6K - $21.6K
8.14K $604K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
324
+ 0.36%
$19.6K - $21.5K
90K $6.68M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
300
New
$18.1K - $19.9K
300 $22.3K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
265
+ 5.7%
$16K - $17.6K
4.92K $365K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
244
+ 1.25%
$14.7K - $16.2K
19.7K $1.47M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
210
New
$12.7K - $13.9K
210 $15.6K
Nov 02, 2023 Q3 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
188
+ 4.85%
$11.4K - $12.5K
4.07K $302K
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
162
+ 0.6%
$9.78K - $10.8K
27K $2.01M
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
118
+ 1.49%
$7.13K - $7.84K
8.04K $597K
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

BUY
 -
115
+ 1.34%
$6.94K - $7.64K
8.73K $648K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
99
+ 39.92%
$5.98K - $6.58K
347 $25.8K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
96
+ 1.28%
$5.8K - $6.38K
7.61K $565K
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
76
+ 0.27%
$4.59K - $5.05K
28.6K $2.12M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
57
+ 1.19%
$3.44K - $3.79K
4.86K $361K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
55
+ 0.62%
$3.32K - $3.65K
8.91K $661K

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