Who owns iShares Morningstar Mid Value Idx?
- Ticker: IMCV
- CUSIP Number: 464288406
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Mid Value Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Mid Value Idx stock
Who bought or sold iShares Morningstar Mid Value Idx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 798k | $58M | 2% | Mar 2024 |
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| Orgel Wealth Management | 352k | $26M | -2% | Mar 2024 |
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| Bank of America Corporation | 316k | $23M | 22% | Mar 2024 |
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| Raymond James Financial Services Advisors | 239k | $17M | 334% | Mar 2024 |
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| Steele Capital Management | 223k | $16M | -2% | Mar 2024 |
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| Matrix Trust | 222k | $16M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 207k | $15M | -3% | Mar 2024 |
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| Wells Fargo & Company | 185k | $13M | -5% | Mar 2024 |
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| LPL Financial | 175k | $13M | 58% | Mar 2024 |
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| Advisor Group Holdings | 131k | $9.5M | 38% | Mar 2024 |
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| Baird Financial | 130k | $8.8M | 47% | Dec 2023 |
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| UBS Group | 102k | $7.4M | -5% | Mar 2024 |
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| Woodard & Co Asset Management Group | 94k | $6.8M | 3% | Mar 2024 |
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| Raymond James & Associates | 90k | $6.5M | -3% | Mar 2024 |
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| GHP Investment Advisors | 86k | $6.2M | -1% | Mar 2024 |
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| Rodgers & Associates | 82k | $5.9M | -2% | Mar 2024 |
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| Black Diamond Financial | 75k | $5.1M | 0% | Mar 2024 |
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| Bedel Financial Consulting | 61k | $4.5M | 3% | Mar 2024 |
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| Marietta Wealth Management | 61k | $4.4M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 61k | $4.4M | -1% | Mar 2024 |
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| CI Private Wealth | 61k | $4.4M | 4% | Mar 2024 |
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| H D Vest Advisory Services | 60k | $4.4M | -36% | Mar 2024 |
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| Mariner Wealth Advisors | 56k | $4.1M | 11% | Mar 2024 |
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| Citadel Advisors | 48k | $3.5M | 100% | Mar 2024 |
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| Royal Bank of Canada | 46k | $3.3M | 17% | Mar 2024 |
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| Aire Advisors | 39k | $2.8M | 1% | Mar 2024 |
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| Stifel Financial | 37k | $2.7M | 3% | Mar 2024 |
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| Atria Wealth Solutions | 32k | $2.3M | -17% | Mar 2024 |
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| Signature Securities Group Corporation | 31k | $2.3M | -4% | Mar 2024 |
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| Envestnet Asset Management | 30k | $2.2M | -10% | Mar 2024 |
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| Merit Financial Group | 29k | $2.0M | -5% | Mar 2024 |
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| Retirement Planning Group | 25k | $1.8M | -2% | Mar 2024 |
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| LRI Investments | 23k | $1.7M | 100% | Mar 2024 |
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| Dfpg Investments | 23k | $1.5M | 2% | Dec 2023 |
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| Diversify Advisory Services | 22k | $1.6M | 100% | Mar 2024 |
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| Vivaldi Capital Management | 22k | $1.6M | 4% | Mar 2024 |
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| Cetera Investment Advisers | 21k | $1.5M | 161% | Mar 2024 |
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| Goldman Sachs Group | 21k | $1.5M | 100% | Mar 2024 |
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| Courage Miller Partners | 21k | $1.5M | 0% | Mar 2024 |
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| Susquehanna International | 20k | $1.5M | -44% | Mar 2024 |
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| PCA Investment Advisory Services | 17k | $1.2M | 23% | Mar 2024 |
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| Burt Wealth Advisors | 16k | $1.1M | 2% | Mar 2024 |
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| Captrust Financial Advisors | 14k | $1.0M | 0% | Mar 2024 |
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| M^T Bank Corporation | 14k | $1.0M | 0% | Mar 2024 |
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| Brian McDonald | 13k | $971k | -2% | Mar 2024 |
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| Ameriprise Financial | 13k | $955k | -40% | Mar 2024 |
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| Level Four Advisory Services | 13k | $852k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 13k | $910k | -9% | Mar 2024 |
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| Davenport & Co | 8.8k | $641k | 0% | Mar 2024 |
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| Pacific Sun Financial Corp | 8.7k | $633k | 0% | Mar 2024 |
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| Madison Wealth Partners | 8.3k | $601k | -1% | Mar 2024 |
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| Jackson Creek Investment Advisors | 7.8k | $568k | 2% | Mar 2024 |
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| Sage Financial | 7.7k | $559k | 0% | Mar 2024 |
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| First Manhattan | 7.4k | $540k | -2% | Mar 2024 |
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| Altfest L J & Co | 7.3k | $532k | 68% | Mar 2024 |
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| Cambridge Investment Research Advisors | 6.9k | $502k | 15% | Mar 2024 |
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| CWM | 6.3k | $460k | -10% | Mar 2024 |
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| Janney Montgomery Scott | 6.3k | $456k | -17% | Mar 2024 |
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| Citigroup | 6.2k | $448k | -3% | Mar 2024 |
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| Integrated Wealth Concepts | 5.9k | $431k | -4% | Mar 2024 |
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| Kestra Advisory Services | 5.9k | $401k | 42% | Dec 2023 |
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| J.w. Cole Advisors | 5.7k | $412k | -2% | Mar 2024 |
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| Revisor Wealth Management | 5.6k | $395k | 100% | Mar 2024 |
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| M&r Capital Management | 5.4k | $369k | 0% | Dec 2023 |
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| Colony | 5.4k | $390k | -61% | Mar 2024 |
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| Prime Capital Investment Advisors | 5.3k | $359k | 0% | Dec 2023 |
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| LaFleur & Godfrey | 5.1k | $368k | 58% | Mar 2024 |
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| Creative Planning | 5.1k | $367k | -12% | Mar 2024 |
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| DDFG | 4.8k | $348M | -36% | Mar 2024 |
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| Assetmark | 4.6k | $336k | 5159% | Mar 2024 |
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| Western Wealth Management | 4.6k | $333k | -27% | Mar 2024 |
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| Summit Asset Management | 4.5k | $325k | 0% | Mar 2024 |
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| HighTower Advisors | 4.4k | $319k | -2% | Mar 2024 |
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| Cape Investment Advisory | 4.3k | $291k | 0% | Dec 2023 |
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| Ohe Financial | 4.2k | $304k | 2% | Mar 2024 |
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| New Insight Wealth Advisors | 4.0k | $288k | -12% | Mar 2024 |
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| Bank Of Montreal | 3.8k | $277k | 17% | Mar 2024 |
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| Trivant Custom Portfolio Group | 3.8k | $272k | 3% | Mar 2024 |
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| Kestra Private Wealth Services | 3.7k | $267k | -22% | Mar 2024 |
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| Harbour Investments | 3.6k | $242k | -2% | Dec 2023 |
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| Tiaa Trust, National Association | 3.5k | $256k | -2% | Mar 2024 |
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| Private Advisor | 3.5k | $255k | -46% | Mar 2024 |
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| Imprint Wealth | 3.3k | $238k | 100% | Mar 2024 |
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| Plante Moran Financial Advisors | 3.3k | $239k | 0% | Mar 2024 |
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| Tower Research Capital | 3.3k | $236k | 100% | Mar 2024 |
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| FMR | 2.8k | $205k | 38% | Mar 2024 |
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| Beacon Financial | 2.8k | $204k | 100% | Mar 2024 |
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| Bouchey Financial | 2.8k | $204k | 100% | Mar 2024 |
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| Transcend Wealth Collective | 2.8k | $204k | 100% | Mar 2024 |
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| Geneos Wealth Management | 2.6k | $191k | 2760% | Mar 2024 |
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| Aptus Capital Advisors | 2.6k | $188k | -52% | Mar 2024 |
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| Salomon & Ludwin | 2.4k | $172k | -6% | Mar 2024 |
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| Clear Investment Research | 2.0k | $143k | 1% | Mar 2024 |
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| BlackRock | 1.5k | $109k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 1.4k | $97k | -1% | Mar 2024 |
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| Beacon Capital Management | 1.4k | $102k | 100% | Mar 2024 |
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| Us Bancorp | 1.2k | $87k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.1k | $80k | 100% | Mar 2024 |
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| DB Wealth Management Group | 1.1k | $73k | 0% | Dec 2023 |
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| Pnc Financial Services | 802.00 | $58k | 0% | Mar 2024 |
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| Goss Wealth Management | 656.00 | $48k | 1031% | Mar 2024 |
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| Operose Advisors | 642.00 | $47k | 0% | Mar 2024 |
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| Principal Securities | 594.00 | $43k | -3% | Mar 2024 |
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| McIlrath & Eck | 540.00 | $39k | 0% | Mar 2024 |
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| Parkside Financial Bank & Trust | 510.00 | $37k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 439.00 | $32k | 78% | Mar 2024 |
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| Baystate Wealth Management | 352.00 | $24k | 1% | Dec 2023 |
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| Proequities | 325.00 | $24M | 0% | Mar 2024 |
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| Carolina Wealth Advisors | 300.00 | $22k | 0% | Mar 2024 |
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| Nbc Securities | 300.00 | $21k | 0% | Mar 2024 |
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| MCF Advisors | 300.00 | $22k | 0% | Mar 2024 |
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| Retirement Group | 282.00 | $21k | 0% | Mar 2024 |
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| Gleason Group | 258.00 | $19k | 0% | Mar 2024 |
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| AdvisorNet Financial | 255.00 | $19k | 0% | Mar 2024 |
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| Summit Investment Advisors | 200.00 | $15k | -23% | Mar 2024 |
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| TD Capital Management | 196.00 | $14k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 141.00 | $10k | 0% | Mar 2024 |
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| Archer Investment Corp | 72.00 | $5.2k | 0% | Mar 2024 |
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| Russell Investments | 69.00 | $5.0k | -40% | Mar 2024 |
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| Ancora Advisors | 66.00 | $4.8k | 0% | Mar 2024 |
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| Sound Income Strategies | 54.00 | $3.9k | 0% | Mar 2024 |
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| Global Retirement Partners | 54.00 | $3.9k | 0% | Mar 2024 |
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| Davis Capital Management | 53.00 | $3.8k | -20% | Mar 2024 |
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| FSA Wealth Management | 45.00 | $3.3k | 0% | Mar 2024 |
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| Islay Capital Management | 30.00 | $2.0k | 0% | Dec 2023 |
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| First Personal Financial Services | 27.00 | $2.0k | 100% | Mar 2024 |
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| Massmutual Trust | 26.00 | $1.9k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 13.00 | $943.000500 | -98% | Mar 2024 |
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| Huntington National Bank | 1.00 | $73.000000 | 0% | Mar 2024 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arlington Financial Advisors | Dec 2023 | 187k | $13M |
| Frank. Day | Dec 2023 | 23k | $1.6M |
| Financial Network Investment Corporation | Sep 2023 | 11k | $683k |
| Townsquare Capital | Dec 2023 | 6.3k | $429k |
| James J. Burns & Company | Sep 2023 | 5.9k | $358k |
| Lifeworks Advisors | Dec 2023 | 3.3k | $225k |
| Capital Analysts | Dec 2023 | 668.00 | $45k |
| Stonebridge Capital Advisors | Sep 2023 | 500.00 | $30k |
| Creative Financial Designs | Dec 2023 | 173.00 | $12k |
| Rockbridge Investment Management, LCC | Dec 2023 | 86.00 | $5.8k |
| Advisory Services Network | Dec 2023 | 69.00 | $4.7k |
| Spire Wealth Management | Dec 2023 | 52.00 | $3.4k |