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 |
|---|---|---|---|---|---|
| Orgel Wealth Management | 352k | $26M | -2% | Mar 2024 |
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| Bank of America Corporation | 260k | $18M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 239k | $17M | 334% | Mar 2024 |
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| Matrix Trust | 225k | $15M | 1% | Dec 2023 |
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| Steele Capital Management | 223k | $16M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 214k | $15M | 42% | Dec 2023 |
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| Wells Fargo & Company | 194k | $13M | -7% | Dec 2023 |
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| Baird Financial | 130k | $8.8M | 47% | Dec 2023 |
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| UBS Group | 108k | $7.3M | 0% | Dec 2023 |
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| Advisor Group Holdings | 94k | $6.4M | -18% | Dec 2023 |
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| H D Vest Advisory Services | 94k | $6.4M | 4% | Dec 2023 |
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| Woodard & Co Asset Management Group | 92k | $6.2M | -1% | Dec 2023 |
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| Raymond James & Associates | 90k | $6.5M | -3% | Mar 2024 |
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| GHP Investment Advisors | 87k | $5.9M | -1% | Dec 2023 |
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| Rodgers & Associates | 83k | $5.6M | 7% | Dec 2023 |
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| Black Diamond Financial | 75k | $5.1M | 4% | Dec 2023 |
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| Marietta Wealth Management | 61k | $4.1M | 3% | Dec 2023 |
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| Bedel Financial Consulting | 60k | $4.0M | 0% | Dec 2023 |
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| CI Private Wealth | 59k | $4.0M | 7% | Dec 2023 |
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| Mariner Wealth Advisors | 51k | $3.4M | -2% | Dec 2023 |
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| Royal Bank of Canada | 39k | $2.6M | 46% | Dec 2023 |
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| Aire Advisors | 38k | $2.6M | 34% | Dec 2023 |
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| Atria Wealth Solutions | 38k | $2.6M | 7% | Dec 2023 |
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| Stifel Financial | 36k | $2.4M | 1% | Dec 2023 |
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| Signature Securities Group Corporation | 31k | $2.3M | -4% | Mar 2024 |
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| Merit Financial Group | 30k | $2.0M | 52% | Dec 2023 |
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| Retirement Planning Group | 25k | $1.8M | -2% | Mar 2024 |
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| Frank. Day | 23k | $1.6M | 0% | Dec 2023 |
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| Dfpg Investments | 23k | $1.5M | 2% | Dec 2023 |
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| Vivaldi Capital Management | 21k | $1.4M | 0% | Dec 2023 |
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| Courage Miller Partners | 21k | $1.5M | 0% | Mar 2024 |
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| Burt Wealth Advisors | 16k | $1.1M | 2% | Mar 2024 |
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| Captrust Financial Advisors | 14k | $976k | 100% | Dec 2023 |
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| M^T Bank Corporation | 14k | $966k | 0% | Dec 2023 |
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| PCA Investment Advisory Services | 14k | $945k | -48% | Dec 2023 |
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| Colony | 14k | $930k | 100% | Dec 2023 |
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| Level Four Advisory Services | 13k | $852k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 13k | $910k | -9% | Mar 2024 |
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| Davenport & Co | 8.8k | $598k | -1% | Dec 2023 |
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| Pacific Sun Financial Corp | 8.7k | $591k | 0% | Dec 2023 |
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| Madison Wealth Partners | 8.4k | $567k | 4% | Dec 2023 |
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| Sage Financial | 7.7k | $522k | 0% | Dec 2023 |
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| Jackson Creek Investment Advisors | 7.7k | $519k | 1% | Dec 2023 |
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| Janney Montgomery Scott | 7.6k | $514k | -36% | Dec 2023 |
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| Altfest L J & Co | 7.3k | $532k | 68% | Mar 2024 |
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| Private Advisor | 6.5k | $441k | 31% | Dec 2023 |
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| Citigroup | 6.4k | $430k | -6% | Dec 2023 |
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| CWM | 6.3k | $460k | -10% | Mar 2024 |
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| Townsquare Capital | 6.3k | $429k | -36% | Dec 2023 |
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| Western Wealth Management | 6.3k | $425k | -33% | Dec 2023 |
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| Cambridge Investment Research Advisors | 6.0k | $406k | 1% | Dec 2023 |
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| Kestra Advisory Services | 5.9k | $401k | 42% | Dec 2023 |
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| J.w. Cole Advisors | 5.8k | $393k | 6% | Dec 2023 |
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| Creative Planning | 5.7k | $388k | 0% | Dec 2023 |
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| M&r Capital Management | 5.4k | $369k | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 5.3k | $359k | 0% | Dec 2023 |
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| Kestra Private Wealth Services | 4.7k | $319k | -33% | Dec 2023 |
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| HighTower Advisors | 4.5k | $306k | -7% | Dec 2023 |
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| Summit Asset Management | 4.5k | $303k | 0% | Dec 2023 |
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| Cape Investment Advisory | 4.3k | $291k | 0% | Dec 2023 |
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| Trivant Custom Portfolio Group | 3.8k | $272k | 3% | Mar 2024 |
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| Tiaa Trust, National Association | 3.6k | $244k | 100% | Dec 2023 |
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| Harbour Investments | 3.6k | $242k | -2% | Dec 2023 |
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| Lifeworks Advisors | 3.3k | $225k | -12% | Dec 2023 |
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| Plante Moran Financial Advisors | 3.3k | $224k | 0% | Dec 2023 |
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| Bank Of Montreal | 3.3k | $222k | 100% | Dec 2023 |
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| LaFleur & Godfrey | 3.2k | $218k | 100% | Dec 2023 |
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| Salomon & Ludwin | 2.5k | $153k | 0% | Dec 2023 |
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| Clear Investment Research | 2.0k | $132k | -1% | Dec 2023 |
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| Smartleaf Asset Management | 1.4k | $98k | 100% | Dec 2023 |
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| Us Bancorp | 1.2k | $81k | 0% | Dec 2023 |
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| DB Wealth Management Group | 1.1k | $73k | 0% | Dec 2023 |
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| Pnc Financial Services | 802.00 | $54k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 698.00 | $47k | 5269% | Dec 2023 |
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| Capital Analysts | 668.00 | $45k | 1% | Dec 2023 |
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| Operose Advisors | 642.00 | $44k | 0% | Dec 2023 |
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| Principal Securities | 615.00 | $42k | 100% | Dec 2023 |
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| McIlrath & Eck | 540.00 | $37k | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 510.00 | $35k | 0% | Dec 2023 |
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| Baystate Wealth Management | 352.00 | $24k | 1% | Dec 2023 |
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| Proequities | 325.00 | $22M | 0% | Dec 2023 |
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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 | $19k | 0% | Dec 2023 |
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| Summit Investment Advisors | 260.00 | $18k | 0% | Dec 2023 |
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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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| O'shaughnessy Asset Management | 246.00 | $17k | 0% | Dec 2023 |
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| Creative Financial Designs | 173.00 | $12k | 100% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 141.00 | $9.0k | 0% | Dec 2023 |
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| Russell Investments | 115.00 | $7.8k | 2% | Dec 2023 |
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| Geneos Wealth Management | 92.00 | $6.2k | 1% | Dec 2023 |
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| Assetmark | 88.00 | $6.0k | 100% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 86.00 | $5.8k | 100% | Dec 2023 |
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| Archer Investment Corp | 72.00 | $4.9k | 0% | Dec 2023 |
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| Advisory Services Network | 69.00 | $4.7k | 100% | Dec 2023 |
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| Ancora Advisors | 66.00 | $4.5k | 0% | Dec 2023 |
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| Sound Income Strategies | 54.00 | $3.9k | 0% | Mar 2024 |
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| Global Retirement Partners | 54.00 | $3.6k | 0% | Dec 2023 |
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| Davis Capital Management | 53.00 | $3.8k | -20% | Mar 2024 |
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| Spire Wealth Management | 52.00 | $3.4k | -50% | Dec 2023 |
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| FSA Wealth Management | 45.00 | $3.0k | 100% | Dec 2023 |
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| Islay Capital Management | 30.00 | $2.0k | 0% | Dec 2023 |
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| Massmutual Trust | 26.00 | $1.9k | 100% | Mar 2024 |
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| Huntington National Bank | 1.00 | $68.000000 | -100% | Dec 2023 |
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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 |
| Mercer Global Advisors | Sep 2023 | 3.6k | $219k |
| Revisor Wealth Management | Sep 2023 | 3.5k | $211k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 1.6k | $97k |
| Stonebridge Capital Advisors | Sep 2023 | 500.00 | $30k |
| Concord Wealth Partners | Sep 2023 | 210.00 | $13k |
| Impact Partnership Wealth | Sep 2023 | 37.00 | $2.2k |
| FNY Investment Advisers | Sep 2023 | 30.00 | $999.999000 |
| Bogart Wealth | Sep 2023 | 15.00 | $931.999500 |