Purchases and Sales Made in Q4 2021 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 23.93% |
$1.61M - $1.74M
|
131K
$9.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$1.59M - $1.72M
|
25K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.8K+ 6.23% |
$1.2M - $1.29M
|
321K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 1.57% |
$724K - $782K
|
739K
$54.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$704K - $761K
|
11.1K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
8.72KNew |
$553K - $598K
|
8.72K
$647K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.68KNew |
$551K - $595K
|
8.68K
$644K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.59K+ 24.53% |
$418K - $452K
|
33.5K
$2.48M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$406K - $439K
|
6.4K
$475K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.45K+ 36.35% |
$346K - $374K
|
20.4K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.71K+ 18.48% |
$299K - $323K
|
30.2K
$2.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.44K+ 5.31% |
$218K - $236K
|
68.1K
$5.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.05KNew |
$193K - $209K
|
3.05K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.55K+ 7.05% |
$162K - $175K
|
38.6K
$2.87M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
2.34K+ 25.05% |
$148K - $160K
|
11.7K
$866K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.31K+ 1.98% |
$147K - $158K
|
119K
$8.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.96KNew |
$124K - $134K
|
1.96K
$145K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 33.98% |
$113K - $122K
|
7.01K
$520K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.75K+ 5.32% |
$111K - $120K
|
34.6K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.59KNew |
$101K - $109K
|
1.59K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.14K+ 3.37% |
$72.2K - $78K
|
34.9K
$2.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.06KNew |
$67.3K - $72.7K
|
1.06K
$78.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
BUY
|
- |
929+ 0.42% |
$59K - $63.7K
|
221K
$16.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
677+ 13.92% |
$43K - $46.4K
|
5.54K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
642New |
$40.7K - $44K
|
642
$47.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
600New |
$38.1K - $41.1K
|
600
$44.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
500+ 0.69% |
$31.7K - $34.3K
|
73.1K
$5.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
494+ 50.88% |
$31.4K - $33.9K
|
1.47K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
421+ 0.45% |
$26.7K - $28.9K
|
94.2K
$7M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
360+ 4.54% |
$22.8K - $24.7K
|
8.3K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
327+ 2.67% |
$20.8K - $22.4K
|
12.6K
$934K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
295+ 0.35% |
$18.7K - $20.2K
|
85.4K
$6.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
288New |
$18.3K - $19.7K
|
288
$21.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
203New |
$12.9K - $13.9K
|
203
$15.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
105+ 0.5% |
$6.66K - $7.2K
|
21.1K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
86New |
$5.46K - $5.89K
|
86
$6.38K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
82+ 0.66% |
$5.2K - $5.62K
|
12.6K
$933K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 1.15% |
$4.44K - $4.8K
|
6.18K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.07% |
$698 - $754
|
15.9K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
9New |
$571 - $617
|
9
$668
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.11% |
$381 - $411
|
5.31K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$63.5 - $68.5
|
8.89K
$660K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$63.5 - $68.5
|
244
$18.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.62% |
$63.5 - $68.5
|
162
$12K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.23% |
$571 - $617
|
3.88K
$288K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18Closed |
$1.14K - $1.23K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30Closed |
$1.9K - $2.06K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-35Closed |
$2.22K - $2.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 4.92% |
$2.6K - $2.81K
|
792
$58.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-50- 0.74% |
$3.17K - $3.43K
|
6.73K
$499K
|