Purchases and Sales Made in Q4 2022 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2022. 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 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
144K+ 447.03% |
$8.16M - $9.43M
|
176K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
61.8KNew |
$3.51M - $4.06M
|
61.8K
$4.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60.3KNew |
$3.43M - $3.97M
|
60.3K
$4.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.3K+ 53.53% |
$2.92M - $3.37M
|
147K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.9K+ 6.99% |
$2.84M - $3.28M
|
765K
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.1KNew |
$2.28M - $2.63M
|
40.1K
$3.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.1K+ 12.42% |
$1.48M - $1.72M
|
236K
$18.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
25.2K+ 30.56% |
$1.43M - $1.65M
|
107K
$8.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 79.75% |
$1.36M - $1.57M
|
53.8K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 142.31% |
$1.31M - $1.51M
|
39.2K
$3.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
20.8K+ 121.94% |
$1.18M - $1.36M
|
37.8K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
16.7K+ 143.42% |
$948K - $1.1M
|
28.3K
$2.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 39.94% |
$740K - $856K
|
45.6K
$3.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11.8K+ 28.11% |
$670K - $775K
|
53.7K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.7K+ 88.7% |
$381K - $441K
|
14.3K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.03KNew |
$343K - $396K
|
6.03K
$471K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.83K+ 25.55% |
$332K - $383K
|
28.7K
$2.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.29KNew |
$300K - $347K
|
5.29K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 6.12% |
$298K - $344K
|
90.8K
$7.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
5.1K+ 44.31% |
$290K - $335K
|
16.6K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.99KNew |
$227K - $262K
|
3.99K
$311K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.92KNew |
$223K - $257K
|
3.92K
$306K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.8KNew |
$216K - $249K
|
3.8K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
3.38KNew |
$192K - $222K
|
3.38K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.3KNew |
$188K - $217K
|
3.3K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.24KNew |
$184K - $213K
|
3.24K
$253K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.8K+ 7.24% |
$159K - $184K
|
41.4K
$3.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.68K+ 3.72% |
$152K - $176K
|
74.8K
$5.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 13.77% |
$147K - $170K
|
21.4K
$1.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.3K+ 6.85% |
$131K - $151K
|
35.8K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$118K - $137K
|
2.08K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.08KNew |
$118K - $137K
|
2.08K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.06KNew |
$117K - $135K
|
2.06K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.8K+ 12.96% |
$102K - $118K
|
15.7K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 4.18% |
$87.8K - $101K
|
38.5K
$3.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
1.26K+ 0.59% |
$71.4K - $82.5K
|
213K
$16.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22K+ 24.71% |
$69.1K - $79.8K
|
6.13K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 23.26% |
$65.7K - $75.9K
|
6.12K
$478K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12KNew |
$63.7K - $73.7K
|
1.12K
$87.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
871New |
$49.5K - $57.2K
|
871
$68K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
570+ 5.74% |
$32.4K - $37.5K
|
10.5K
$820K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
485+ 10.89% |
$27.6K - $31.9K
|
4.94K
$385K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
455+ 7.01% |
$25.9K - $29.9K
|
6.94K
$542K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423+ 7.98% |
$24K - $27.8K
|
5.73K
$447K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
282New |
$16K - $18.5K
|
282
$22K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
177+ 2.51% |
$10.1K - $11.6K
|
7.22K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
138New |
$7.85K - $9.07K
|
138
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 1.47% |
$3.35K - $3.88K
|
4.07K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.88K - $2.17K
|
33
$2.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
33+ 0.71% |
$1.88K - $2.17K
|
4.69K
$366K
|