Free Trial
→ What President Trump’s Executive Order 14154 means for your money (From Stansberry Research) (Ad) Buy IMCV Stock  Free IMCV Stock Alerts

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

iShares Morningstar Mid-Cap Value ETF logo
$71.38 -0.33 (-0.46%)
As of 04/30/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$119.82M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$20.45M
Get IMCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IMCV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Black Diamond Financial LLC126,111$9.36M1.4%+11.2%1.417%
4/29/2025 Envestnet Asset Management Inc.28,268$2.10M0.0%-6.4%0.321%
4/29/2025 HM Payson & Co.500$37K0.0%-27.0%0.006%
4/29/2025 Courage Miller Partners LLC20,575$1.53M0.5%-1.4%0.234%
4/28/2025 Revisor Wealth Management LLC3,588$266K0.1%+19.0%0.041%
4/28/2025 Private Trust Co. NA713$53K0.0%+130.0%0.008%
4/28/2025 DAVENPORT & Co LLC29,411$2.18M0.0%+11.2%0.334%
4/24/2025 swisspartners Advisors Ltd108,110$8.02M7.5%+3.5%1.229%
4/23/2025 Western Wealth Management LLC2,800$208K0.0%-13.0%0.032%
4/23/2025 GHP Investment Advisors Inc.83,472$6.19M0.3%-1.4%0.949%
4/22/2025 Rodgers & Associates LTD94,180$6.99M0.9%+10.2%1.070%
4/22/2025 Cambridge Investment Research Advisors Inc.6,703$497K0.0%+8.4%0.076%
4/22/2025 Madison Wealth Partners Inc7,894$586K0.1%-6.0%0.090%
4/22/2025 Sage Financial Group Inc.7,211$535K0.0%-3.7%0.082%
4/22/2025 Burt Wealth Advisors14,480$1.07M0.3%-3.1%0.165%
4/22/2025 Marietta Wealth Management LLC76,747$5.69M0.8%+3.8%0.872%
4/21/2025 Jim Saulnier & Associates LLC28,022$2.08M1.7%+4.4%0.318%
4/21/2025 Trivant Custom Portfolio Group LLC5,001$371K0.2%+27.2%0.057%
4/16/2025 Wealth Enhancement Advisory Services LLC17,895$1.33M0.0%-10.4%0.205%
4/16/2025 Steele Capital Management Inc.198,515$14.73M0.8%+0.1%2.269%
4/15/2025 Ipsen Advisor Group LLC80,098$5.94M5.1%+1.9%0.915%
4/15/2025 Orgel Wealth Management LLC340,525$25.26M0.7%-0.8%3.892%
4/10/2025 Retirement Planning Group LLC17,967$1.33M0.1%-6.0%0.211%
4/10/2025 Matrix Trust Co198,515$14.73M2.5%+0.1%2.335%
4/9/2025 Merit Financial Group LLC24,435$1.81M0.0%-7.3%0.287%
4/9/2025 Flagstar Advisors Inc.27,394$2.03M0.5%-3.5%0.322%
4/8/2025 James J. Burns & Company LLC6,119$454K0.1%-5.4%0.072%
4/8/2025 Parallel Advisors LLC3,550$263K0.0%N/A0.042%
3/17/2025 Wealth Enhancement Advisory Services LLC19,963$1.48M0.0%+23.5%0.226%
2/24/2025Ameriflex Group Inc.417$32K0.0%N/A0.005%
2/20/2025 Revisor Wealth Management LLC3,015$226K0.2%N/A0.034%
2/18/2025 Retirement Planning Group LLC19,106$1.42M0.1%+2.0%0.216%
2/17/2025Vivaldi Capital Management LP22,366$1.73M0.3%+5.5%0.253%
2/17/2025Guardian Wealth Advisors LLC NC1,407$104K0.0%-30.0%0.016%
2/17/2025Focus Partners Wealth305,677$22.70M0.1%+2,220.8%3.454%
2/17/2025EP Wealth Advisors LLC43,862$3.26M0.0%+1.4%0.496%
2/17/2025Cetera Investment Advisers21,746$1.62M0.0%+1.9%0.246%
2/17/2025Captrust Financial Advisors13,771$1.02M0.0%+1.5%0.156%
2/17/2025Baird Financial Group Inc.73,616$5.47M0.0%+1.2%0.832%
2/17/2025Bank of America Corp DE191,945$14.25M0.0%-1.8%2.169%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
2/17/2025Ameriprise Financial Inc.62,756$4.66M0.0%+20.8%0.709%
2/17/2025Aptus Capital Advisors LLC1,407$104K0.0%-30.0%0.016%
2/14/2025Jane Street Group LLC3,574$265K0.0%-41.3%0.040%
2/14/2025Stifel Financial Corp42,931$3.19M0.0%+4.9%0.485%
2/14/2025MML Investors Services LLC34,567$2.57M0.0%+2.7%0.391%
2/13/2025Mariner LLC58,088$4.31M0.0%+2.9%0.656%
2/13/2025Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/13/2025 Envestnet Asset Management Inc.30,194$2.24M0.0%-2.5%0.341%
2/13/2025Wells Fargo & Company MN166,680$12.38M0.0%-8.3%1.883%
2/12/2025WealthTrak Capital Management LLC4,233$314K0.3%N/A0.048%
2/12/2025Level Four Advisory Services LLC12,365$918K0.0%-1.8%0.140%
2/12/2025JPMorgan Chase & Co.6,003$446K0.0%+61.3%0.068%
2/12/2025 Ipsen Advisor Group LLC78,597$5.84M5.0%N/A0.888%
2/12/2025Aire Advisors LLC37,116$2.76M0.6%+2.2%0.419%
2/11/2025LPL Financial LLC157,764$11.72M0.0%-3.4%1.783%
2/11/2025Millstone Evans Group LLC41,811$3.11M2.1%N/A0.472%
2/10/2025Harbour Investments Inc.2,567$191K0.0%+11.2%0.029%
2/10/2025Corient Private Wealth LLC22,184$1.65M0.0%-4.2%0.251%
2/10/2025Commonwealth Equity Services LLC197,852$14.69M0.0%+2.6%2.236%
2/10/2025Hopwood Financial Services Inc.960$71K0.1%N/A0.011%
2/7/2025 HM Payson & Co.685$51K0.0%N/A0.008%
2/7/2025Jackson Creek Investment Advisors LLC9,093$675K0.2%+15.4%0.103%
2/6/2025Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/6/2025Assetmark Inc.3,270$243K0.0%N/A0.037%
2/6/2025DDFG Inc7,029$522K0.2%+17.7%0.079%
2/6/2025Bedel Financial Consulting Inc.72,096$5.52M0.8%+7.5%0.815%
2/6/2025Jones Financial Companies Lllp2,701$201K0.0%+209.7%0.031%
2/5/2025Parkside Financial Bank & Trust783$58K0.0%+53.5%0.009%
2/4/2025Black Diamond Financial LLC113,392$8.42M1.3%+8.8%1.281%
2/3/2025 Transcend Capital Advisors LLC2,803$208K0.0%-5.1%0.032%
1/31/2025 Steele Capital Management Inc.198,225$14.72M0.8%+0.2%2.240%
1/31/2025Atria Wealth Solutions Inc.30,470$2.26M0.0%-3.5%0.344%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV47,577$3.53M0.8%-2.0%0.538%
1/29/2025Savant Capital LLC5,450$405K0.0%-50.0%0.062%
1/24/2025 DAVENPORT & Co LLC26,448$1.96M0.0%+74.8%0.299%
1/24/2025 Marietta Wealth Management LLC73,906$5.49M0.8%+2.4%0.835%
1/22/2025Lebenthal Global Advisors LLC52,632$3.91M0.7%N/A0.598%
1/22/2025 Jim Saulnier & Associates LLC26,833$1.99M1.8%+28.7%0.305%
1/21/2025 Flagship Harbor Advisors LLC6,584$489K0.0%+57.5%0.075%
1/21/2025 Rodgers & Associates LTD85,443$6.35M0.8%+7.4%0.971%
1/17/2025 Janney Montgomery Scott LLC5,370$399K0.0%-8.1%0.061%
1/16/2025 LaFleur & Godfrey LLC8,286$615K0.1%+6.1%0.094%
1/16/2025Diversify Advisory Services LLC14,182$1.04M0.1%-17.6%0.161%
1/15/2025 Orgel Wealth Management LLC343,362$25.50M0.7%-0.5%3.902%
1/15/2025 Merit Financial Group LLC26,347$1.96M0.0%-3.6%0.299%
1/14/2025 Park Avenue Securities LLC4,919$365K0.0%+85.5%0.056%
1/14/2025PCA Investment Advisory Services Inc.17,189$1.28M0.6%-4.1%0.195%
1/13/2025 Matrix Trust Co198,225$14.72M2.6%+0.2%2.253%
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%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
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%
11/12/2024 Jim Saulnier & Associates LLC20,850$1.60M1.6%N/A0.248%
11/12/2024 Flagstar Advisors Inc.28,317$2.17M0.5%-2.4%0.337%
11/8/2024 Steele 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%
(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, 115 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 ($25.26M), Focus Partners Wealth ($22.70M), Raymond James Financial Inc. ($22.18M), Raymond James Financial Services Advisors Inc. ($17.93M), Steele Capital Management Inc. ($14.73M), and Matrix Trust Co ($14.73M).Learn more on IMCV's institutional investors.

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

Of the 95 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: Raymond James Financial Inc. ($597.47K), Focus Partners Wealth ($292.51K), Steele Capital Management Inc. ($227.67K), Raymond James Financial Services Advisors Inc. ($207.21K), Arlington Financial Advisors LLC ($187.10K), swisspartners Advisors Ltd ($106.98K), and Woodard & Co. Asset Management Group Inc. ADV ($97.41K).

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

Institutional investors have bought a total of 2,694,515 shares in the last 24 months. This purchase volume represents approximately $199.85M in transactions.

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

Of the 58 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. ($41.78K), Woodard & Co. Asset Management Group Inc. ADV ($34.33K), Avantax Advisory Services Inc. ($33.93K), Flagstar Advisors Inc. ($33.78K), Wells Fargo & Company MN ($30.23K), and Steele Capital Management Inc. ($29.15K).

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

Institutional investors have sold a total of 533,154 shares in the last 24 months. This volume of shares sold represents approximately $40.85M in transactions.


Related Companies

This page (NASDAQ:IMCV) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
This isn’t a trade war. It’s worse…
Investigative Journalist Bombhsell: The Curse on the U.S Dollar Depleted retirement accounts? Meme coin inv...
Stansberry Research | Sponsored
They rigged the game
The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs Ch...
Investors Alley | Sponsored
If you missed your chance with Tesla...
Elon Musk is moments from launching a revolutionary technology some Silicon Valley insiders are calling "The F...
Brownstone Research | Sponsored