Who owns iShares Morningstar Mid Value Idx?
- Ticker: IMCV
- CUSIP Number: 464288406
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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 | 807k | $57M | 1% | Jun 2024 |
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| Equitable Holdings | 393k | $28M | -26% | Jun 2024 |
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| Orgel Wealth Management | 345k | $26M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 270k | $21M | 6% | Sep 2024 |
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| Matrix Trust | 198k | $15M | -11% | Sep 2024 |
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| Steele Capital Management | 198k | $15M | -11% | Sep 2024 |
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| Bank of America Corporation | 195k | $15M | -42% | Sep 2024 |
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| Commonwealth Equity Services | 193k | $15M | -2% | Sep 2024 |
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| Wells Fargo & Company | 182k | $14M | -5% | Sep 2024 |
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| LPL Financial | 163k | $13M | -9% | Sep 2024 |
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| Advisor Group Holdings | 131k | $10M | 1% | Sep 2024 |
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| Black Diamond Financial | 104k | $8.0M | 12% | Sep 2024 |
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| swisspartners Advisors | 103k | $6.7M | 100% | Sep 2024 |
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| GHP Investment Advisors | 85k | $6.5M | -1% | Sep 2024 |
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| Rodgers & Associates | 80k | $6.1M | -2% | Sep 2024 |
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| Marietta Wealth Management | 72k | $5.5M | 2% | Sep 2024 |
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| Bedel Financial Consulting | 67k | $5.1M | 7% | Sep 2024 |
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| H D Vest Advisory Services | 59k | $4.1M | -2% | Jun 2024 |
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| Mariner Wealth Advisors | 56k | $4.3M | 3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 50k | $3.8M | -2% | Sep 2024 |
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| Woodard & Co Asset Management Group | 49k | $3.7M | -40% | Sep 2024 |
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| EP Wealth Advisors | 43k | $3.3M | 100% | Sep 2024 |
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| Raymond James & Associates | 42k | $3.3M | 5% | Sep 2024 |
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| Stifel Financial | 39k | $2.7M | 4% | Jun 2024 |
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| Royal Bank of Canada | 37k | $2.8M | -28% | Sep 2024 |
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| Aire Advisors | 36k | $2.5M | -8% | Jun 2024 |
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| Mml Investors Services | 34k | $2.6M | -2% | Sep 2024 |
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| Atria Wealth Solutions | 32k | $2.4M | -3% | Sep 2024 |
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| Envestnet Asset Management | 31k | $2.4M | 0% | Sep 2024 |
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| Signature Securities Group Corporation | 28k | $2.2M | -2% | Sep 2024 |
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| Merit Financial Group | 27k | $2.1M | -4% | Sep 2024 |
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| International Assets Investment Management | 23k | $306k | 100% | Sep 2024 |
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| CI Private Wealth | 23k | $1.8M | -62% | Sep 2024 |
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| LRI Investments | 23k | $1.8M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 23k | $1.6M | 6% | Jun 2024 |
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| Vivaldi Capital Management | 21k | $1.6M | -2% | Sep 2024 |
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| Courage Miller Partners | 21k | $1.6M | -1% | Sep 2024 |
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| Jim Saulnier & Associates | 21k | $1.6M | 100% | Sep 2024 |
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| Retirement Planning Group | 19k | $1.4M | -19% | Sep 2024 |
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| PCA Investment Advisory Services | 18k | $1.4M | 7% | Sep 2024 |
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| Diversify Advisory Services | 17k | $1.3M | -25% | Sep 2024 |
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| Susquehanna International | 16k | $1.2M | 48% | Sep 2024 |
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| Davenport & Co | 15k | $1.2M | 80% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 15k | $1.1M | 20% | Jun 2024 |
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| Burt Wealth Advisors | 15k | $1.1M | -3% | Sep 2024 |
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| M^T Bank Corporation | 14k | $1.1M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 14k | $1.0M | -6% | Sep 2024 |
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| Brian McDonald | 13k | $1.0M | 0% | Sep 2024 |
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| Colony | 13k | $1.0M | 0% | Sep 2024 |
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| Level Four Advisory Services | 13k | $884k | 0% | Jun 2024 |
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| Savant Capital Management | 11k | $835k | 100% | Sep 2024 |
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| Goldman Sachs Group | 11k | $757k | -49% | Jun 2024 |
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| Pacific Sun Financial Corp | 8.6k | $662k | -1% | Sep 2024 |
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| Madison Wealth Partners | 8.4k | $644k | 0% | Sep 2024 |
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| Jackson Creek Investment Advisors | 7.9k | $604k | -6% | Sep 2024 |
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| LaFleur & Godfrey | 7.8k | $598k | 5% | Sep 2024 |
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| Sage Financial | 7.5k | $574k | 0% | Sep 2024 |
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| First Manhattan | 7.4k | $522k | 0% | Jun 2024 |
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| Altfest L J & Co | 7.3k | $562k | 0% | Sep 2024 |
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| James J. Burns & Company | 6.4k | $493k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 6.1k | $470k | -2% | Sep 2024 |
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| Jane Street | 6.1k | $467k | 100% | Sep 2024 |
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| DDFG | 6.0k | $458M | 8% | Sep 2024 |
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| Integrated Wealth Concepts | 6.0k | $456k | 0% | Sep 2024 |
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| Tower Research Capital | 5.9k | $411k | 80% | Jun 2024 |
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| Janney Montgomery Scott | 5.8k | $448k | -3% | Sep 2024 |
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| CWM | 5.7k | $435k | -10% | Sep 2024 |
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| Citigroup | 5.5k | $425k | -4% | Sep 2024 |
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| Kestra Advisory Services | 5.4k | $418k | 0% | Sep 2024 |
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| M&r Capital Management | 5.4k | $417k | 0% | Sep 2024 |
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| J.w. Cole Advisors | 5.4k | $416k | -1% | Sep 2024 |
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| Prime Capital Investment Advisors | 5.3k | $407k | 0% | Sep 2024 |
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| Creative Planning | 5.1k | $388k | 0% | Sep 2024 |
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| Willis Johnson & Associates | 4.5k | $346k | 0% | Sep 2024 |
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| Summit Asset Management | 4.5k | $343k | 0% | Sep 2024 |
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| Western Wealth Management | 4.5k | $343k | 1% | Sep 2024 |
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| Cape Investment Advisory | 4.3k | $299k | 0% | Jun 2024 |
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| Ohe Financial | 4.2k | $325k | 1% | Sep 2024 |
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| Flagship Harbor Advisors | 4.2k | $320k | 100% | Sep 2024 |
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| Private Advisor | 4.0k | $303k | 13% | Sep 2024 |
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| Trivant Custom Portfolio Group | 3.8k | $294k | 1% | Sep 2024 |
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| Jpmorgan Chase & Co | 3.7k | $285k | 22% | Sep 2024 |
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| HighTower Advisors | 3.5k | $247k | -20% | Jun 2024 |
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| Tiaa Trust, National Association | 3.5k | $246k | -1% | Jun 2024 |
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| Plante Moran Financial Advisors | 3.5k | $265k | 0% | Sep 2024 |
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| Oakworth Capital | 3.4k | $263k | 100% | Sep 2024 |
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| New Insight Wealth Advisors | 3.4k | $260k | 0% | Sep 2024 |
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| AE Wealth Management | 3.2k | $248k | 1% | Sep 2024 |
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| Transcend Wealth Collective | 3.0k | $226k | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 2.9k | $226k | -11% | Sep 2024 |
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| Beacon Financial | 2.8k | $216k | 100% | Sep 2024 |
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| Bouchey Financial | 2.8k | $215k | 100% | Sep 2024 |
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| Park Avenue Securities | 2.7k | $203k | 100% | Sep 2024 |
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| Geneos Wealth Management | 2.6k | $186k | 0% | Jun 2024 |
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| Harbour Investments | 2.3k | $177k | 17% | Sep 2024 |
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| Aptus Capital Advisors | 2.0k | $154k | -2% | Sep 2024 |
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| Clear Investment Research | 2.0k | $150k | -4% | Sep 2024 |
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| BlackRock | 1.5k | $115k | 100% | Sep 2024 |
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| BlackRock | 1.5k | $105k | 0% | Jun 2024 |
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| Smartleaf Asset Management | 1.5k | $113k | 32% | Sep 2024 |
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| Beacon Capital Management | 1.4k | $108k | 0% | Sep 2024 |
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| Us Bancorp | 1.2k | $92k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 872.00 | $67k | 100% | Sep 2024 |
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| Pnc Financial Services | 661.00 | $51k | -12% | Sep 2024 |
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| Operose Advisors | 642.00 | $49k | 0% | Sep 2024 |
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| Principal Securities | 587.00 | $45k | 0% | Sep 2024 |
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| McIlrath & Eck | 540.00 | $41k | 0% | Sep 2024 |
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| Parkside Financial Bank & Trust | 510.00 | $39k | 0% | Sep 2024 |
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| O'shaughnessy Asset Management | 439.00 | $34k | 0% | Sep 2024 |
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| Goss Wealth Management | 343.00 | $24k | -48% | Jun 2024 |
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| Proequities | 325.00 | $25M | 0% | Sep 2024 |
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| Hantz Financial Services | 316.00 | $22k | 29% | Jun 2024 |
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| Nbc Securities | 300.00 | $22k | 0% | Sep 2024 |
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| MCF Advisors | 300.00 | $23k | 0% | Sep 2024 |
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| Gleason Group | 261.00 | $20k | 1% | Sep 2024 |
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| Summit Investment Advisors | 200.00 | $15k | 0% | Sep 2024 |
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| TD Capital Management | 198.00 | $15k | 1% | Sep 2024 |
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| Salomon & Ludwin | 170.00 | $13k | 0% | Sep 2024 |
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| Parallel Advisors | 169.00 | $13k | 100% | Sep 2024 |
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| AdvisorNet Financial | 155.00 | $12k | -39% | Sep 2024 |
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| Creative Financial Designs | 151.00 | $12k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 141.00 | $10k | 0% | Sep 2024 |
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| First Personal Financial Services | 121.00 | $9.3k | 0% | Sep 2024 |
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| Archer Investment Corp | 83.00 | $6.4k | 15% | Sep 2024 |
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| Russell Investments | 69.00 | $4.9k | 0% | Jun 2024 |
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| Ancora Advisors | 66.00 | $5.1k | 0% | Sep 2024 |
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| Sound Income Strategies | 54.00 | $4.1k | 0% | Sep 2024 |
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| Global Retirement Partners | 54.00 | $4.1k | 0% | Sep 2024 |
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| FSA Wealth Management | 45.00 | $3.4k | 0% | Sep 2024 |
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| Islay Capital Management | 30.00 | $2.3k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 13.00 | $913.000400 | 0% | Jun 2024 |
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| Huntington National Bank | 1.00 | $77.000000 | 0% | Sep 2024 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 9.4k | $664k |
| Ashton Thomas Private Wealth | Jun 2024 | 804.00 | $57k |
| Carolina Wealth Advisors | Jun 2024 | 300.00 | $21k |
| Davis Capital Management | Jun 2024 | 53.00 | $3.7k |
| Assetmark | Jun 2024 | 50.00 | $3.5k |
| Massmutual Trust | Jun 2024 | 26.00 | $1.8k |