Purchases and Sales Made in Q3 2023 in Ishares Morningstar Mid Cap Va (IMCV)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$1.81K - $1.99K
|
30
$2.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.01% |
$60.4 - $66.4
|
7.58K
$557K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.02% |
$60.4 - $66.4
|
4.29K
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.7% |
$60.4 - $66.4
|
141
$10.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 53.13% |
$1.03K - $1.13K
|
15
$1.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 2.09% |
$1.39K - $1.53K
|
1.08K
$79.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-70- 21.21% |
$4.23K - $4.65K
|
260
$19.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-119- 1.52% |
$7.19K - $7.9K
|
7.71K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-141- 2.05% |
$8.51K - $9.37K
|
6.74K
$495K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150- 0.27% |
$9.06K - $9.96K
|
54.9K
$4.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195- 43.33% |
$11.8K - $13K
|
255
$18.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-224- 1.0% |
$13.5K - $14.9K
|
22.2K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-321- 2.77% |
$19.4K - $21.3K
|
11.3K
$828K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-352- 0.4% |
$21.3K - $23.4K
|
87.3K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-395Closed |
$23.9K - $26.2K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-543- 2.51% |
$32.8K - $36.1K
|
21.1K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-607- 9.32% |
$36.7K - $40.3K
|
5.91K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-875- 18.76% |
$52.8K - $58.1K
|
3.79K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02K- 2.73% |
$61.5K - $67.6K
|
36.2K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.28K- 4.35% |
$77.5K - $85.2K
|
28.2K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.32K- 23.99% |
$79.6K - $87.5K
|
4.18K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.33K- 12.37% |
$80K - $88K
|
9.39K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 11.14% |
$90.2K - $99.2K
|
11.9K
$874K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.95K- 4.72% |
$118K - $129K
|
39.2K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.95K- 3.75% |
$118K - $130K
|
50.1K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.26K- 2.0% |
$136K - $150K
|
111K
$8.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 30.67% |
$159K - $175K
|
5.96K
$438K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.61K- 31.69% |
$278K - $306K
|
9.93K
$729K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.9K- 1.13% |
$537K - $591K
|
781K
$57.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.64K- 21.17% |
$582K - $640K
|
35.9K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-20.1K- 47.67% |
$1.21M - $1.33M
|
22K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 45.22% |
$1.33M - $1.47M
|
26.8K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.4K- 17.2% |
$2.62M - $2.88M
|
209K
$15.3M
|