Purchases and Sales Made in Q3 2024 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 2024. 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 29, 2024 Q3 2024
Swisspartners Advisors LTD

Zurich, V8
BUY
 -
103K
New
$7.2M - $7.94M
103K $7.67M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
43.3K
New
$3.02M - $3.32M
43.3K $3.21M
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
38.4K
+ 41.3%
$2.68M - $2.95M
131K $9.75M
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
33.5K
+ 181.36%
$2.33M - $2.57M
52K $3.86M
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
23.3K
New
$1.62M - $1.79M
23.3K $1.73M
Nov 12, 2024 Q3 2024
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
20.9K
New
$1.45M - $1.6M
20.9K $1.55M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
14.3K
+ 5.6%
$996K - $1.1M
270K $20M
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
14.1K
+ 1.75%
$985K - $1.09M
821K $60.9M
Nov 14, 2024 Q3 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.6K
+ 2.95%
$806K - $888K
404K $30M
Nov 06, 2024 Q3 2024
Black Diamond Financial, LLC

BUY
 -
11.2K
+ 11.98%
$777K - $857K
104K $7.74M
Nov 14, 2024 Q3 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.9K
+ 100.69%
$757K - $834K
21.6K $1.61M
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
6.75K
+ 80.5%
$470K - $518K
15.1K $1.12M
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
6.09K
New
$425K - $468K
6.09K $452K
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.01K
+ 47.67%
$349K - $385K
15.5K $1.15M
Nov 12, 2024 Q3 2024
Bedel Financial Consulting, Inc.

BUY
 -
4.19K
+ 6.66%
$292K - $322K
67.1K $4.98M
Oct 21, 2024 Q3 2024
Flagship Harbor Advisors, LLC

BUY
 -
4.18K
New
$291K - $321K
4.18K $310K
Oct 21, 2024 Q3 2024
Oakworth Capital, Inc.

BUY
 -
3.43K
New
$239K - $263K
3.43K $255K
Nov 12, 2024 Q3 2024
Beacon Financial Group

BUY
 -
2.82K
New
$197K - $217K
2.82K $209K
Oct 24, 2024 Q3 2024
Bouchey Financial Group LTD

BUY
 -
2.81K
New
$196K - $216K
2.81K $208K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.75K
New
$191K - $211K
2.75K $204K
Nov 14, 2024 Q3 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
2.71K
New
$189K - $208K
2.71K $201K
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
2.65K
New
$185K - $204K
2.65K $197K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.19K
+ 5.64%
$152K - $168K
40.9K $3.04M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.9K
+ 4.69%
$133K - $146K
42.4K $3.15M
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1.84K
+ 3.37%
$128K - $141K
56.4K $4.19M
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.66K
+ 2.33%
$116K - $127K
72.7K $5.4M
Oct 22, 2024 Q3 2024
Marietta Wealth Management, LLC

BUY
 -
1.4K
+ 1.98%
$97.6K - $108K
72.2K $5.36M
Oct 15, 2024 Q3 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.19K
+ 7.09%
$82.7K - $91.2K
17.9K $1.33M
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.1K
+ 7.32%
$76.8K - $84.6K
16.2K $1.2M
Nov 14, 2024 Q3 2024
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
777
+ 2.19%
$54.2K - $59.7K
36.3K $2.7M
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
706
+ 205.83%
$49.2K - $54.2K
1.05K $77.9K
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
670
+ 21.96%
$46.7K - $51.5K
3.72K $276K
Nov 08, 2024 Q3 2024
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
457
+ 8.29%
$31.9K - $35.1K
5.97K $443K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
442
+ 12.58%
$30.8K - $34K
3.96K $294K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
355
+ 31.58%
$24.7K - $27.3K
1.48K $110K
Oct 16, 2024 Q3 2024
La Fleur & Godfrey LLC

BUY
 -
352
+ 4.72%
$24.5K - $27K
7.81K $580K
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
331
+ 16.74%
$23.1K - $25.4K
2.31K $171K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
310
New
$21.6K - $23.8K
310 $23K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
169
New
$11.8K - $13K
169 $12.5K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
151
New
$10.5K - $11.6K
151 $11.2K
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
114
+ 0.19%
$7.95K - $8.76K
58.9K $4.37M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
60
+ 0.19%
$4.18K - $4.61K
31K $2.3M
Oct 04, 2024 Q3 2024
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
52
+ 1.38%
$3.62K - $3.99K
3.83K $284K
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
41
+ 0.92%
$2.86K - $3.15K
4.47K $332K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
35
+ 1.33%
$2.44K - $2.69K
2.68K $199K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
34
+ 4.06%
$2.37K - $2.61K
872 $64.7K
Oct 30, 2024 Q3 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
32
+ 0.5%
$2.23K - $2.46K
6.44K $478K
Nov 12, 2024 Q3 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
30
+ 0.71%
$2.09K - $2.3K
4.24K $315K
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
23
+ 0.72%
$1.6K - $1.77K
3.23K $240K

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