Purchases and Sales Made in Q4 2024 in Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV) during Q4 2024. 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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
60+ 3.08% |
$4.39K - $4.86K
|
2.01K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 3.31% |
$3.59K - $3.97K
|
1.53K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.77% |
$3.44K - $3.81K
|
6.18K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32+ 0.5% |
$2.34K - $2.59K
|
6.47K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.71% |
$2.2K - $2.43K
|
4.27K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.42% |
$1.68K - $1.86K
|
5.47K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.45% |
$878 - $972
|
2.69K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.22% |
$732 - $810
|
4.53K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.21% |
$439 - $486
|
2.83K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$146 - $162
|
263
$20K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.05% |
$146 - $162
|
4.26K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.01% |
$146 - $162
|
200
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$73.2 - $81
|
152
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$73.2 - $81
|
5.95K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$73.2 - $81
|
662
$50.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$73.2 - $81
|
16.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.02% |
$220 - $243
|
13.4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.85% |
$366 - $405
|
582
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 4.71% |
$586 - $648
|
162
$12.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.02% |
$951 - $1.05K
|
58.9K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15- 0.44% |
$1.1K - $1.22K
|
3.4K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22- 0.41% |
$1.61K - $1.78K
|
5.41K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 2.57% |
$1.98K - $2.19K
|
1.02K
$77.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-33- 0.16% |
$2.42K - $2.67K
|
20.9K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 0.1% |
$6.51K - $7.21K
|
84.7K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-101- 1.82% |
$7.39K - $8.18K
|
5.44K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-151- 5.11% |
$11.1K - $12.2K
|
2.8K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-222- 1.76% |
$16.2K - $18K
|
12.4K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-226- 0.22% |
$16.5K - $18.3K
|
102K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-471- 8.06% |
$34.5K - $38.2K
|
5.37K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-603- 30.0% |
$44.1K - $48.9K
|
1.41K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-603- 30.0% |
$44.1K - $48.9K
|
1.41K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-742- 4.14% |
$54.3K - $60.1K
|
17.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-755- 2.04% |
$55.3K - $61.2K
|
36.3K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 2.46% |
$55.8K - $61.8K
|
30.2K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-967- 4.18% |
$70.8K - $78.3K
|
22.2K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-992- 2.04% |
$72.6K - $80.4K
|
47.6K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-998- 3.65% |
$73K - $80.9K
|
26.3K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.49% |
$80.6K - $89.2K
|
30.5K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.6K- 0.46% |
$117K - $129K
|
343K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.21K- 14.22% |
$162K - $179K
|
13.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.52K- 41.32% |
$184K - $204K
|
3.57K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.73K- 5.51% |
$200K - $222K
|
46.8K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.03K- 17.59% |
$222K - $245K
|
14.2K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.23K- 99.91% |
$236K - $262K
|
3
$228
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.45K- 1.76% |
$252K - $279K
|
192K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.01K- 3.81% |
$366K - $406K
|
126K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.44K- 49.97% |
$398K - $441K
|
5.45K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.6K- 3.43% |
$410K - $454K
|
158K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 1.81% |
$1.09M - $1.2M
|
806K
$61.3M
|