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iShares Morningstar Mid-Cap Value ETF (IMCV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$82.54M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.53M
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IMCV Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024LRI Investments LLC22,791$1.64M0.2%N/A0.265%
5/10/2024 Osaic Holdings Inc.130,491$9.47M0.0%+38.4%1.517%
5/10/2024 Rodgers & Associates LTD81,749$5.93M0.8%-1.7%0.951%
5/9/2024 New Insight Wealth Advisors3,971$288K0.2%-12.3%0.046%
5/8/2024 Avantax Advisory Services Inc.60,007$4.35M0.0%-36.1%0.698%
5/7/2024 Bedel Financial Consulting Inc.61,356$4.45M0.7%+2.9%0.713%
5/4/2024 Geneos Wealth Management Inc.2,631$191K0.0%+2,759.8%0.031%
5/2/2024 Salomon & Ludwin LLC2,376$172K0.0%-5.7%0.028%
5/1/2024 Janney Montgomery Scott LLC6,291$456K0.0%-17.1%0.073%
5/1/2024 Diversify Advisory Services LLC22,256$1.60M0.1%N/A0.259%
4/29/2024Commonwealth Equity Services LLC207,014$15.02M0.0%-3.3%2.407%
4/23/2024 LaFleur & Godfrey LLC5,067$368K0.1%+57.6%0.059%
4/23/2024 Revisor Wealth Management LLC5,636$395K0.2%N/A0.066%
4/23/2024 Raymond James Financial Services Advisors Inc.239,408$17.37M0.0%+334.3%2.784%
4/22/2024 Altfest L J & Co. Inc.7,330$532K0.1%+68.2%0.085%
4/22/2024 Raymond James & Associates90,170$6.54M0.0%-2.6%1.048%
4/18/2024 Steele Capital Management Inc.222,809$16.17M0.9%-1.8%2.591%
4/16/2024 Wealth Enhancement Advisory Services LLC12,546$910K0.0%-9.4%0.146%
4/15/2024 Orgel Wealth Management LLC352,360$25.56M0.7%-1.7%4.097%
4/15/2024 Flagstar Advisors Inc.31,031$2.25M0.6%-3.7%0.361%
4/13/2024 Retirement Planning Group LLC24,830$1.80M0.1%-2.4%0.289%
4/5/2024 CWM LLC6,339$460K0.0%-10.2%0.073%
2/17/2024 Madison Wealth Partners Inc8,368$567K0.2%+4.0%0.097%
2/16/2024 PCA Investment Advisory Services Inc.13,960$945K0.6%-48.4%0.161%
2/9/2024 Corient Private Wealth LLC58,718$3.98M0.0%+6.9%0.679%
2/9/2024 Wells Fargo & Company MN193,802$13.12M0.0%-7.2%2.240%
2/8/2024 Bedel Financial Consulting Inc.59,647$4.04M0.7%+0.5%0.690%
2/8/2024 Janney Montgomery Scott LLC7,592$514K0.0%-36.2%0.088%
2/7/2024 Avantax Advisory Services Inc.93,932$6.36M0.1%+4.3%1.086%
2/7/2024 Principal Securities Inc.615$42K0.0%N/A0.007%
2/6/2024 Private Advisor Group LLC6,511$441K0.0%+31.0%0.075%
2/6/2024 Merit Financial Group LLC30,085$2.04M0.1%+52.3%0.348%
2/5/2024 Kestra Private Wealth Services LLC4,716$319K0.0%-33.3%0.055%
2/5/2024 Steele Capital Management Inc.226,918$15.37M1.0%N/A2.623%
2/5/2024 DDFG Inc8,418$570K0.2%+11.6%0.097%
2/5/2024 Matrix Trust Co225,366$15.26M3.6%+0.6%2.605%
2/2/2024 Rodgers & Associates LTD83,185$5.63M0.8%+7.4%0.962%
2/2/2024 Atria Wealth Solutions Inc.38,137$2.58M0.0%+7.3%0.441%
2/1/2024 Burt Wealth Advisors15,336$1.04M0.3%-29.7%0.177%
1/31/2024 J.W. Cole Advisors Inc.5,804$393K0.0%+6.2%0.067%
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1/31/2024 Western Wealth Management LLC6,274$425K0.0%-33.2%0.073%
1/30/2024 Marietta Wealth Management LLC60,947$4.13M0.7%+2.9%0.705%
1/29/2024 Aire Advisors LLC38,375$2.60M0.6%+34.2%0.444%
1/26/2024 GHP Investment Advisors Inc.86,674$5.87M0.3%-0.7%1.002%
1/25/2024 Trivant Custom Portfolio Group LLC3,655$248K0.2%-10.1%0.042%
1/25/2024 Woodard & Co. Asset Management Group Inc. ADV91,657$6.21M1.8%-1.4%1.060%
1/23/2024 TIAA Trust National Association3,608$244K0.0%N/A0.042%
1/19/2024 Courage Miller Partners LLC21,085$1.43M0.5%-5.1%0.244%
1/19/2024 Flagstar Advisors Inc.32,215$2.18M0.7%-10.3%0.372%
1/18/2024 Altfest L J & Co. Inc.4,359$295K0.0%N/A0.050%
1/18/2024 LaFleur & Godfrey LLC3,215$218K0.0%N/A0.037%
1/16/2024 Raymond James Financial Services Advisors Inc.55,130$3.73M0.0%+10.0%0.637%
1/16/2024 Raymond James & Associates92,597$6.27M0.0%+35.0%1.070%
1/16/2024 Retirement Planning Group LLC25,444$1.72M0.2%-9.7%0.294%
1/11/2024 Orgel Wealth Management LLC358,361$24.27M0.7%+9.9%4.072%
1/10/2024Dfpg Investments LLC22,519$1.51M0.1%+2.2%0.256%
1/9/2024 Arlington Financial Advisors LLC187,104$12.67M3.8%N/A2.126%
11/16/2023 Revisor Wealth Management LLC3,476$211K0.2%N/A0.040%
11/16/2023Harbour Investments Inc.3,658$222K0.0%+109.5%0.042%
11/14/2023 Woodard & Co. Asset Management Group Inc. ADV92,937$5.63M1.9%+6.1%1.068%
11/13/2023Stifel Financial Corp35,651$2.16M0.0%+2.7%0.410%
11/13/2023Mariner LLC51,778$3.14M0.0%+20.7%0.595%
11/13/2023 LPL Financial LLC110,811$6.71M0.0%-2.0%1.274%
11/13/2023Kestra Advisory Services LLC4,176$253K0.0%-24.0%0.048%
11/9/2023 UBS Group AG107,494$6.51M0.0%+8.4%1.236%
11/8/2023Aptus Capital Advisors LLC5,383$326K0.0%+33.8%0.062%
11/8/2023 Janney Montgomery Scott LLC11,908$722K0.0%-11.1%0.137%
11/8/2023 Atria Wealth Solutions Inc.35,547$2.17M0.0%+8.2%0.409%
11/8/2023 Western Wealth Management LLC9,387$569K0.0%-12.4%0.108%
11/8/2023 Avantax Advisory Services Inc.90,047$5.46M0.1%+0.4%1.035%
11/8/2023 Kestra Private Wealth Services LLC7,074$429K0.0%+79.8%0.081%
11/7/2023 Merit Financial Group LLC19,749$1.20M0.0%+1.3%0.227%
11/7/2023 James J. Burns & Company LLC5,906$358K0.1%-9.3%0.068%
11/3/2023 Black Diamond Financial LLC72,156$4.37M1.3%+3.4%0.829%
11/2/2023 DDFG Inc7,541$457K0.2%+4.6%0.087%
11/2/2023 Trivant Custom Portfolio Group LLC4,065$246K0.2%+4.8%0.047%
10/30/2023 Matrix Trust Co224,112$13.58M3.5%+2.4%2.576%
10/30/2023 Marietta Wealth Management LLC59,210$3.59M0.7%+3.6%0.701%
10/26/2023 Orgel Wealth Management LLC325,949$19.75M0.7%+12.5%3.857%
10/25/2023 Retirement Planning Group LLC28,180$1.71M0.2%-4.4%0.333%
10/24/2023 J.W. Cole Advisors Inc.5,466$331K0.0%+40.7%0.065%
10/24/2023 Raymond James Financial Services Advisors Inc.50,105$3.04M0.0%-3.8%0.593%
10/24/2023 Raymond James & Associates68,613$4.16M0.0%+1.9%0.812%
10/24/2023 Cambridge Investment Research Advisors Inc.5,959$361K0.0%-30.7%0.071%
10/23/2023Commonwealth Equity Services LLC150,580$9.12M0.0%+3.7%1.782%
10/18/2023 Flagstar Advisors Inc.35,905$2.19M0.8%-21.2%0.427%
10/17/2023 Rodgers & Associates LTD77,432$4.69M0.7%+6.2%0.922%
10/17/2023 GHP Investment Advisors Inc.87,320$5.24M0.3%-0.4%1.040%
10/17/2023 Avior Wealth Management LLC1,597$97K0.0%N/A0.019%
10/16/2023 Courage Miller Partners LLC22,224$1.35M0.6%-1.0%0.265%
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10/12/2023 SeaCrest Wealth Management LLC4,918$298K0.0%+5.7%0.059%
10/11/2023 CWM LLC7,083$429K0.0%+17.4%0.084%
9/26/2023M Holdings Securities Inc.17,025$1.08M0.2%-26.1%0.206%
8/30/2023 Western Wealth Management LLC10,712$682K0.1%-20.0%0.130%
8/23/2023Stonebridge Capital Advisors LLC500$32K0.0%-76.8%0.006%
8/16/2023 PCA Investment Advisory Services Inc.26,882$1.71M1.0%+10.7%0.326%
8/14/2023Vivaldi Capital Management LP21,666$1.38M0.4%+20.5%0.263%
8/14/2023Guardian Wealth Advisors LLC NC4,023$256K0.0%+28.0%0.049%
8/11/2023Baird Financial Group Inc.82,515$5.26M0.0%+4.6%1.000%
8/10/2023 Osaic Holdings Inc.87,748$5.59M0.0%-20.3%1.064%
(Data available from 1/1/2016 forward)

IMCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCV shares?

During the previous two years, 103 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($28.54M), Orgel Wealth Management LLC ($25.56M), Raymond James Financial Services Advisors Inc. ($17.37M), Steele Capital Management Inc. ($16.17M), Matrix Trust Co ($15.26M), Commonwealth Equity Services LLC ($15.02M), and Wells Fargo & Company MN ($13.12M).Learn more on IMCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Mid-Cap Value ETF stock?

Of the 90 institutional investors that purchased iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($358.36K), Steele Capital Management Inc. ($226.92K), Raymond James Financial Services Advisors Inc. ($191.29K), Arlington Financial Advisors LLC ($187.10K), Woodard & Co. Asset Management Group Inc. ADV ($97.41K), Commonwealth Equity Services LLC ($63.00K), and Ipsen Advisor Group LLC ($61.82K).

How much institutional buying is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have bought a total of 2,130,273 shares in the last 24 months. This purchase volume represents approximately $178.16M in transactions.

Which iShares Morningstar Mid-Cap Value ETF major shareholders have been selling company stock?

Of the 54 institutional investors that sold iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Equitable Holdings Inc. ($119.50K), LPL Financial LLC ($40.32K), Avantax Advisory Services Inc. ($34.98K), DAVENPORT & Co LLC ($34.53K), Flagstar Advisors Inc. ($32.08K), UBS Group AG ($31.25K), and Osaic Holdings Inc. ($22.33K).

How much institutional selling is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have sold a total of 569,292 shares in the last 24 months. This volume of shares sold represents approximately $43.31M in transactions.


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This page (NASDAQ:IMCV) was last updated on 5/15/2024 by MarketBeat.com Staff

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