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

$74.76 +0.75 (+1.01%)
(As of 09:30 AM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$81.01M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$21.45M
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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
12/26/2024JPMorgan Chase & Co.3,721$285K0.0%+22.0%0.044%
11/15/2024MML Investors Services LLC33,651$2.58M0.0%-1.8%0.401%
11/15/2024EP Wealth Advisors LLC43,262$3.32M0.0%N/A0.515%
11/15/2024Jane Street Group LLC6,091$467K0.0%N/A0.073%
11/15/2024Stifel Financial Corp40,934$3.14M0.0%+5.6%0.487%
11/15/2024HighTower Advisors LLC3,305$255K0.0%-6.3%0.039%
11/14/2024Captrust Financial Advisors13,565$1.04M0.0%-5.9%0.161%
11/13/2024FMR LLC3,993$306K0.0%+35.8%0.048%
11/12/2024Jim Saulnier & Associates LLC20,850$1.60M1.6%N/A0.248%
11/12/2024Flagstar Advisors Inc.28,317$2.17M0.5%-2.4%0.337%
11/8/2024Steele Capital Management Inc.197,766$15.27M0.8%-10.8%2.354%
11/6/2024Black Diamond Financial LLC104,242$8.03M1.4%+12.0%1.241%
11/1/2024Burt Wealth Advisors14,936$1.15M0.3%-2.6%0.178%
10/29/2024swisspartners Advisors Ltd103,360$7.92M6.2%N/A1.230%
10/25/2024Diversify Advisory Services LLC17,209$1.33M0.1%-25.3%0.205%
10/24/2024GHP Investment Advisors Inc.84,774$6.50M0.3%-1.0%1.009%
10/24/2024Wealth Enhancement Advisory Services LLC16,162$1.24M0.0%+7.3%0.192%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV48,569$3.72M0.8%-39.8%0.578%
10/22/2024International Assets Investment Management LLC23,252$1.78M0.0%N/A0.277%
10/22/2024Marietta Wealth Management LLC72,188$5.53M0.8%+2.0%0.859%
10/22/2024Private Advisor Group LLC3,956$303K0.0%+12.6%0.047%
10/21/2024Rodgers & Associates LTD79,575$6.10M0.7%-2.2%0.947%
10/21/2024Oakworth Capital Inc.3,430$263K0.0%N/A0.041%
10/18/2024Raymond James & Associates42,424$3.25M0.0%+4.7%0.505%
10/17/2024Orgel Wealth Management LLC344,958$26.44M0.7%-0.8%4.107%
10/16/2024LaFleur & Godfrey LLC7,807$598K0.1%+4.7%0.093%
10/10/2024Retirement Planning Group LLC18,740$1.44M0.1%-18.6%0.224%
10/9/2024Matrix Trust Co197,766$15.16M2.8%-10.8%2.368%
10/8/2024CWM LLC5,674$435K0.0%-10.5%0.068%
10/3/2024Park Avenue Securities LLC2,652$203K0.0%N/A0.032%
8/22/2024Cetera Investment Advisers22,567$1.59M0.0%+6.4%0.267%
8/16/2024Northwestern Mutual Wealth Management Co.50,551$3.55M0.0%-17.4%0.598%
8/13/2024AE Wealth Management LLC3,211$226K0.0%N/A0.038%
8/9/2024Black Diamond Financial LLC93,091$6.54M1.3%+23.7%1.102%
8/8/2024J.W. Cole Advisors Inc.5,465$384K0.0%-3.7%0.065%
8/8/2024Envestnet Asset Management Inc.30,897$2.17M0.0%+1.5%0.366%
8/7/2024Ashton Thomas Private Wealth LLC804$56K0.0%N/A0.010%
8/6/2024DDFG Inc5,513$387K0.1%+15.0%0.065%
8/2/2024Sage Financial Group Inc.7,486$526K0.0%-2.9%0.089%
8/2/2024Jackson Creek Investment Advisors LLC8,418$591K0.2%+7.5%0.100%
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8/1/2024Aire Advisors LLC35,540$2.50M0.6%-8.4%0.421%
8/1/2024Willis Johnson & Associates Inc.4,508$317K0.0%N/A0.053%
7/31/2024Aptus Capital Advisors LLC2,059$145K0.0%-20.4%0.024%
7/31/2024Commonwealth Equity Services LLC197,080$13.84M0.0%-4.8%2.332%
7/23/2024LaFleur & Godfrey LLC7,455$524K0.1%+47.1%0.088%
7/23/2024Orgel Wealth Management LLC347,846$24.43M0.7%-1.3%4.117%
7/22/2024Atria Wealth Solutions Inc.32,410$2.28M0.0%+2.7%0.384%
7/20/2024Raymond James Financial Services Advisors Inc.255,330$17.93M0.0%+6.7%3.022%
7/19/2024Western Wealth Management LLC4,433$311K0.0%-3.5%0.052%
7/19/2024Raymond James & Associates40,522$2.85M0.0%-55.1%0.480%
7/19/2024Marietta Wealth Management LLC70,788$4.97M0.8%+15.5%0.838%
7/17/2024James J. Burns & Company LLC6,404$450K0.1%N/A0.076%
7/16/2024Steele Capital Management Inc.221,814$15.58M0.9%-0.4%2.625%
7/16/2024Wealth Enhancement Advisory Services LLC15,060$1.06M0.0%+20.0%0.178%
7/13/2024Retirement Planning Group LLC23,016$1.62M0.1%-7.3%0.272%
7/12/2024Diversify Advisory Services LLC23,035$1.61M0.1%+3.5%0.273%
7/2/2024Transcend Capital Advisors LLC2,954$207K0.0%+5.2%0.034%
5/24/2024Cetera Advisors LLC3,033$220K0.0%N/A0.035%
5/24/2024Cetera Investment Advisers21,216$1.54M0.0%+149.7%0.247%
5/21/2024LRI Investments LLC22,791$1.65M0.2%N/A0.265%
5/17/2024Beacon Capital Management LLC1,404$102K0.0%N/A0.016%
5/15/2024LRI Investments LLC22,791$1.64M0.2%N/A0.265%
5/10/2024Osaic Holdings Inc.130,491$9.47M0.0%+38.4%1.517%
5/10/2024Rodgers & Associates LTD81,749$5.93M0.8%-1.7%0.951%
5/9/2024New Insight Wealth Advisors3,971$288K0.2%-12.3%0.046%
5/8/2024Avantax Advisory Services Inc.60,007$4.35M0.0%-36.1%0.698%
5/7/2024Bedel Financial Consulting Inc.61,356$4.45M0.7%+2.9%0.713%
5/4/2024Geneos Wealth Management Inc.2,631$191K0.0%+2,759.8%0.031%
5/2/2024Salomon & Ludwin LLC2,376$172K0.0%-5.7%0.028%
5/1/2024Janney Montgomery Scott LLC6,291$456K0.0%-17.1%0.073%
5/1/2024Diversify Advisory Services LLC22,256$1.60M0.1%N/A0.259%
4/29/2024Commonwealth Equity Services LLC207,014$15.02M0.0%-3.3%2.407%
4/23/2024LaFleur & Godfrey LLC5,067$368K0.1%+57.6%0.059%
4/23/2024Revisor Wealth Management LLC5,636$395K0.2%N/A0.066%
4/23/2024Raymond James Financial Services Advisors Inc.239,408$17.37M0.0%+334.3%2.784%
4/22/2024Altfest L J & Co. Inc.7,330$532K0.1%+68.2%0.085%
4/22/2024Raymond James & Associates90,170$6.54M0.0%-2.6%1.048%
4/18/2024Steele Capital Management Inc.222,809$16.17M0.9%-1.8%2.591%
4/16/2024Wealth Enhancement Advisory Services LLC12,546$910K0.0%-9.4%0.146%
4/15/2024Orgel Wealth Management LLC352,360$25.56M0.7%-1.7%4.097%
4/15/2024Flagstar Advisors Inc.31,031$2.25M0.6%-3.7%0.361%
4/13/2024Retirement Planning Group LLC24,830$1.80M0.1%-2.4%0.289%
4/5/2024CWM LLC6,339$460K0.0%-10.2%0.073%
2/17/2024Madison Wealth Partners Inc8,368$567K0.2%+4.0%0.097%
2/16/2024PCA Investment Advisory Services Inc.13,960$945K0.6%-48.4%0.161%
2/9/2024Corient Private Wealth LLC58,718$3.98M0.0%+6.9%0.679%
2/9/2024Wells Fargo & Company MN193,802$13.12M0.0%-7.2%2.240%
2/8/2024Bedel Financial Consulting Inc.59,647$4.04M0.7%+0.5%0.690%
2/8/2024Janney Montgomery Scott LLC7,592$514K0.0%-36.2%0.088%
2/7/2024Avantax Advisory Services Inc.93,932$6.36M0.1%+4.3%1.086%
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2/7/2024Principal Securities Inc.615$42K0.0%N/A0.007%
2/6/2024Private Advisor Group LLC6,511$441K0.0%+31.0%0.075%
2/6/2024Merit Financial Group LLC30,085$2.04M0.1%+52.3%0.348%
2/5/2024Kestra Private Wealth Services LLC4,716$319K0.0%-33.3%0.055%
2/5/2024Steele Capital Management Inc.226,918$15.37M1.0%N/A2.623%
2/5/2024DDFG Inc8,418$570K0.2%+11.6%0.097%
2/5/2024Matrix Trust Co225,366$15.26M3.6%+0.6%2.605%
2/2/2024Rodgers & Associates LTD83,185$5.63M0.8%+7.4%0.962%
2/2/2024Atria Wealth Solutions Inc.38,137$2.58M0.0%+7.3%0.441%
2/1/2024Burt Wealth Advisors15,336$1.04M0.3%-29.7%0.177%
(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, 106 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 ($26.44M), Raymond James Financial Services Advisors Inc. ($17.93M), Steele Capital Management Inc. ($15.27M), Matrix Trust Co ($15.16M), Commonwealth Equity Services LLC ($13.84M), 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 85 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 ($326.25K), Steele Capital Management Inc. ($226.92K), Raymond James Financial Services Advisors Inc. ($207.21K), Arlington Financial Advisors LLC ($187.10K), swisspartners Advisors Ltd ($103.36K), Woodard & Co. Asset Management Group Inc. ADV ($97.41K), 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 2,041,246 shares in the last 24 months. This purchase volume represents approximately $178.36M 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: Raymond James & Associates ($61.81K), Equitable Holdings Inc. ($50.75K), Avantax Advisory Services Inc. ($34.98K), Woodard & Co. Asset Management Group Inc. ADV ($33.34K), Flagstar Advisors Inc. ($32.79K), Steele Capital Management Inc. ($29.15K), and DAVENPORT & Co LLC ($27.72K).

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

Institutional investors have sold a total of 539,191 shares in the last 24 months. This volume of shares sold represents approximately $44.54M in transactions.


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This page (NASDAQ:IMCV) was last updated on 1/2/2025 by MarketBeat.com Staff
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