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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-53- 1.55% |
$3.36K - $3.63K
|
3.37K
$248K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-135- 0.09% |
$8.57K - $9.25K
|
157K
$11.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155- 4.33% |
$9.84K - $10.6K
|
3.42K
$251K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-156Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-178- 5.12% |
$11.3K - $12.2K
|
3.3K
$242K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-273Closed |
$17.3K - $18.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-332- 1.77% |
$21.1K - $22.8K
|
18.4K
$1.35M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-363Closed |
$23K - $24.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-374- 0.51% |
$23.7K - $25.6K
|
72.7K
$5.34M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-420Closed |
$26.7K - $28.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-482- 3.53% |
$30.6K - $33K
|
13.2K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-688- 17.69% |
$43.7K - $47.2K
|
3.2K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-974- 0.15% |
$61.8K - $66.8K
|
633K
$46.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 1.22% |
$71K - $76.6K
|
90.2K
$6.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.26K- 15.03% |
$80K - $86.4K
|
7.13K
$524K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.3K- 19.55% |
$82.4K - $89K
|
5.34K
$392K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.31K- 5.07% |
$83.2K - $89.9K
|
24.6K
$1.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.39K- 4.25% |
$88.1K - $95.1K
|
31.3K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.08K- 48.04% |
$132K - $142K
|
2.25K
$165K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.55KClosed |
$162K - $175K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.94K- 65.87% |
$187K - $202K
|
1.52K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.95K- 34.2% |
$251K - $271K
|
7.6K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.29K- 5.35% |
$272K - $294K
|
75.9K
$5.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.61K- 3.69% |
$356K - $385K
|
147K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.11K- 58.32% |
$515K - $556K
|
5.8K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.92K- 70.13% |
$566K - $611K
|
3.8K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 22.32% |
$699K - $754K
|
38.3K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.4K- 77.49% |
$915K - $989K
|
4.19K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-77.4KClosed |
$4.91M - $5.31M
|
0
$0
|