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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60+ 0.97% |
$3.45K - $4.08K
|
6.25K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 1.43% |
$3.39K - $4.01K
|
4.17K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
58+ 0.98% |
$3.33K - $3.95K
|
5.96K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
50+ 0.66% |
$2.87K - $3.4K
|
7.66K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$2.59K - $3.06K
|
45
$3.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
39+ 0.04% |
$2.24K - $2.65K
|
108K
$7.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 0.55% |
$1.9K - $2.24K
|
5.99K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 1.37% |
$517 - $612
|
668
$49.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.44% |
$287 - $340
|
352
$26.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.58% |
$230 - $272
|
257
$19.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.09% |
$230 - $272
|
4.3K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.38% |
$172 - $204
|
802
$59.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 1.77% |
$115 - $136
|
115
$8.54K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 1.04% |
$115 - $136
|
194
$14.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 1.1% |
$57.5 - $68
|
92
$6.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-14- 0.71% |
$805 - $952
|
1.96K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-26- 0.37% |
$1.49K - $1.77K
|
7.06K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-36- 0.17% |
$2.07K - $2.45K
|
21.1K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-52- 50.0% |
$2.99K - $3.54K
|
52
$3.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-75- 0.84% |
$4.31K - $5.1K
|
8.83K
$656K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 2.19% |
$4.6K - $5.44K
|
3.58K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-138- 2.56% |
$7.93K - $9.39K
|
5.25K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-138- 2.56% |
$7.93K - $9.39K
|
5.25K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-161- 2.12% |
$9.25K - $11K
|
7.42K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-265- 0.68% |
$15.2K - $18K
|
39K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-292- 2.13% |
$16.8K - $19.9K
|
13.4K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-347- 7.14% |
$19.9K - $23.6K
|
4.51K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-388- 5.76% |
$22.3K - $26.4K
|
6.35K
$472K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-410- 10.09% |
$23.6K - $27.9K
|
3.66K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-467- 12.33% |
$26.8K - $31.8K
|
3.32K
$247K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-646- 0.74% |
$37.1K - $43.9K
|
86.7K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 9.74% |
$63.2K - $74.8K
|
10.2K
$756K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.14K- 5.13% |
$65.5K - $77.5K
|
21.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 2.41% |
$71.7K - $84.9K
|
50.5K
$3.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.28K- 1.38% |
$73.6K - $87.1K
|
91.7K
$6.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 99.93% |
$79.3K - $93.9K
|
1
$74.2
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.36K- 33.33% |
$136K - $160K
|
4.72K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.74K- 9.71% |
$157K - $186K
|
25.4K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.11K- 33.16% |
$179K - $212K
|
6.27K
$466K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.6K- 36.25% |
$207K - $245K
|
6.33K
$470K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.69K- 10.28% |
$212K - $251K
|
32.2K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.32K- 36.24% |
$248K - $294K
|
7.59K
$564K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-6.49K- 29.73% |
$373K - $441K
|
15.3K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-13.1K- 48.38% |
$752K - $890K
|
14K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 7.2% |
$865K - $1.02M
|
194K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.7K- 17.98% |
$1.19M - $1.41M
|
94.3K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 60.04% |
$1.25M - $1.48M
|
14.5K
$1.07M
|