Purchases and Sales Made in Q4 2023 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
227KNew |
$13M - $15.4M
|
227K
$17.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
187KNew |
$10.8M - $12.7M
|
187K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 98.83% |
$6.29M - $7.45M
|
220K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.5K+ 42.2% |
$3.65M - $4.32M
|
214K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.7K+ 7.71% |
$2.45M - $2.9M
|
596K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.7K+ 47.24% |
$2.4M - $2.84M
|
130K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.4K+ 9.94% |
$1.86M - $2.2M
|
358K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.9K+ 3.7% |
$1.66M - $1.97M
|
810K
$63.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 34.96% |
$1.38M - $1.63M
|
92.6K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4KNew |
$828K - $981K
|
14.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 45.84% |
$705K - $835K
|
39K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.3K+ 52.34% |
$594K - $703K
|
30.1K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.78K+ 34.22% |
$562K - $666K
|
38.4K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.73K+ 3.89% |
$559K - $662K
|
260K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.23K+ 13.24% |
$473K - $560K
|
70.4K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.75K+ 7.43% |
$331K - $391K
|
83.2K
$6.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.03K+ 10.03% |
$289K - $342K
|
55.1K
$4.3M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.53KNew |
$260K - $308K
|
4.53K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
4.36KNew |
$251K - $297K
|
4.36K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.89K+ 4.31% |
$223K - $264K
|
93.9K
$7.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.78K+ 6.89% |
$217K - $257K
|
58.7K
$4.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.61KNew |
$207K - $245K
|
3.61K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.27KNew |
$188K - $222K
|
3.27K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.22KNew |
$185K - $219K
|
3.22K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.1K+ 4.29% |
$178K - $211K
|
75.3K
$5.87M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.88K+ 0.36% |
$166K - $196K
|
810K
$63.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.59K+ 7.29% |
$149K - $176K
|
38.1K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 41.71% |
$100K - $119K
|
5.92K
$462K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.93% |
$99.8K - $118K
|
60.9K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 30.98% |
$88.5K - $105K
|
6.51K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.44KNew |
$82.8K - $98K
|
1.44K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
1.25K+ 0.56% |
$72.1K - $85.3K
|
225K
$17.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
877+ 11.63% |
$50.4K - $59.7K
|
8.42K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
823+ 3.78% |
$47.3K - $56K
|
22.6K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
705+ 1215.52% |
$40.5K - $48K
|
763
$59.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
685+ 5269.23% |
$39.4K - $46.6K
|
698
$54.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
615New |
$35.3K - $41.8K
|
615
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
591+ 1.75% |
$34K - $40.2K
|
34.3K
$2.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
490+ 2.22% |
$28.2K - $33.3K
|
22.5K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459+ 1.29% |
$26.4K - $31.2K
|
36.1K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
427+ 3.18% |
$24.5K - $29K
|
13.8K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
363+ 4.46% |
$20.9K - $24.7K
|
8.5K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
338+ 6.18% |
$19.4K - $23K
|
5.8K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
325+ 4.04% |
$18.7K - $22.1K
|
8.37K
$653K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
291+ 0.49% |
$16.7K - $19.8K
|
59.6K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206New |
$11.8K - $14K
|
206
$16.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
173New |
$9.94K - $11.8K
|
173
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
88New |
$5.06K - $5.99K
|
88
$6.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$3.97K - $4.69K
|
69
$5.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
66New |
$3.79K - $4.49K
|
66
$5.15K
|