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

$73.64

+1.06 (+1.46%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $71.72M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $16.70M

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IMCV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/23/2024	LaFleur & Godfrey LLC	7,455	$524K	0.1%	+47.1%	0.088%
7/23/2024	Orgel Wealth Management LLC	347,846	$24.43M	0.7%	-1.3%	4.117%
7/22/2024	Atria Wealth Solutions Inc.	32,410	$2.28M	0.0%	+2.7%	0.384%
7/20/2024	Raymond James Financial Services Advisors Inc.	255,330	$17.93M	0.0%	+6.7%	3.022%
7/19/2024	Western Wealth Management LLC	4,433	$311K	0.0%	-3.5%	0.052%
7/19/2024	Raymond James & Associates	40,522	$2.85M	0.0%	-55.1%	0.480%
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7/19/2024	Marietta Wealth Management LLC	70,788	$4.97M	0.8%	+15.5%	0.838%
7/17/2024	James J. Burns & Company LLC	6,404	$450K	0.1%	N/A	0.076%
7/16/2024	Steele Capital Management Inc.	221,814	$15.58M	0.9%	-0.4%	2.625%
7/16/2024	Wealth Enhancement Advisory Services LLC	15,060	$1.06M	0.0%	+20.0%	0.178%
7/13/2024	Retirement Planning Group LLC	23,016	$1.62M	0.1%	-7.3%	0.272%
7/12/2024	Diversify Advisory Services LLC	23,035	$1.61M	0.1%	+3.5%	0.273%
7/2/2024	Transcend Capital Advisors LLC	2,954	$207K	0.0%	+5.2%	0.034%
5/24/2024	Cetera Advisors LLC	3,033	$220K	0.0%	N/A	0.035%
5/24/2024	Cetera Investment Advisers	21,216	$1.54M	0.0%	+149.7%	0.247%
5/21/2024	LRI Investments LLC	22,791	$1.65M	0.2%	N/A	0.265%
5/17/2024	Beacon Capital Management LLC	1,404	$102K	0.0%	N/A	0.016%
5/15/2024	LRI Investments LLC	22,791	$1.64M	0.2%	N/A	0.265%
5/10/2024	Osaic Holdings Inc.	130,491	$9.47M	0.0%	+38.4%	1.517%
5/10/2024	Rodgers & Associates LTD	81,749	$5.93M	0.8%	-1.7%	0.951%
5/9/2024	New Insight Wealth Advisors	3,971	$288K	0.2%	-12.3%	0.046%
5/8/2024	Avantax Advisory Services Inc.	60,007	$4.35M	0.0%	-36.1%	0.698%
5/7/2024	Bedel Financial Consulting Inc.	61,356	$4.45M	0.7%	+2.9%	0.713%
5/4/2024	Geneos Wealth Management Inc.	2,631	$191K	0.0%	+2,759.8%	0.031%
5/2/2024	Salomon & Ludwin LLC	2,376	$172K	0.0%	-5.7%	0.028%
5/1/2024	Janney Montgomery Scott LLC	6,291	$456K	0.0%	-17.1%	0.073%
5/1/2024	Diversify Advisory Services LLC	22,256	$1.60M	0.1%	N/A	0.259%
4/29/2024	Commonwealth Equity Services LLC	207,014	$15.02M	0.0%	-3.3%	2.407%
4/23/2024	LaFleur & Godfrey LLC	5,067	$368K	0.1%	+57.6%	0.059%
4/23/2024	Revisor Wealth Management LLC	5,636	$395K	0.2%	N/A	0.066%
4/23/2024	Raymond James Financial Services Advisors Inc.	239,408	$17.37M	0.0%	+334.3%	2.784%
4/22/2024	Altfest L J & Co. Inc.	7,330	$532K	0.1%	+68.2%	0.085%
4/22/2024	Raymond James & Associates	90,170	$6.54M	0.0%	-2.6%	1.048%
4/18/2024	Steele Capital Management Inc.	222,809	$16.17M	0.9%	-1.8%	2.591%
4/16/2024	Wealth Enhancement Advisory Services LLC	12,546	$910K	0.0%	-9.4%	0.146%
4/15/2024	Orgel Wealth Management LLC	352,360	$25.56M	0.7%	-1.7%	4.097%
4/15/2024	Flagstar Advisors Inc.	31,031	$2.25M	0.6%	-3.7%	0.361%
4/13/2024	Retirement Planning Group LLC	24,830	$1.80M	0.1%	-2.4%	0.289%
4/5/2024	CWM LLC	6,339	$460K	0.0%	-10.2%	0.073%
2/17/2024	Madison Wealth Partners Inc	8,368	$567K	0.2%	+4.0%	0.097%
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2/16/2024	PCA Investment Advisory Services Inc.	13,960	$945K	0.6%	-48.4%	0.161%
2/9/2024	Corient Private Wealth LLC	58,718	$3.98M	0.0%	+6.9%	0.679%
2/9/2024	Wells Fargo & Company MN	193,802	$13.12M	0.0%	-7.2%	2.240%
2/8/2024	Bedel Financial Consulting Inc.	59,647	$4.04M	0.7%	+0.5%	0.690%
2/8/2024	Janney Montgomery Scott LLC	7,592	$514K	0.0%	-36.2%	0.088%
2/7/2024	Avantax Advisory Services Inc.	93,932	$6.36M	0.1%	+4.3%	1.086%
2/7/2024	Principal Securities Inc.	615	$42K	0.0%	N/A	0.007%
2/6/2024	Private Advisor Group LLC	6,511	$441K	0.0%	+31.0%	0.075%
2/6/2024	Merit Financial Group LLC	30,085	$2.04M	0.1%	+52.3%	0.348%
2/5/2024	Kestra Private Wealth Services LLC	4,716	$319K	0.0%	-33.3%	0.055%
2/5/2024	Steele Capital Management Inc.	226,918	$15.37M	1.0%	N/A	2.623%
2/5/2024	DDFG Inc	8,418	$570K	0.2%	+11.6%	0.097%
2/5/2024	Matrix Trust Co	225,366	$15.26M	3.6%	+0.6%	2.605%
2/2/2024	Rodgers & Associates LTD	83,185	$5.63M	0.8%	+7.4%	0.962%
2/2/2024	Atria Wealth Solutions Inc.	38,137	$2.58M	0.0%	+7.3%	0.441%
2/1/2024	Burt Wealth Advisors	15,336	$1.04M	0.3%	-29.7%	0.177%
1/31/2024	J.W. Cole Advisors Inc.	5,804	$393K	0.0%	+6.2%	0.067%
1/31/2024	Western Wealth Management LLC	6,274	$425K	0.0%	-33.2%	0.073%
1/30/2024	Marietta Wealth Management LLC	60,947	$4.13M	0.7%	+2.9%	0.705%
1/29/2024	Aire Advisors LLC	38,375	$2.60M	0.6%	+34.2%	0.444%
1/26/2024	GHP Investment Advisors Inc.	86,674	$5.87M	0.3%	-0.7%	1.002%
1/25/2024	Trivant Custom Portfolio Group LLC	3,655	$248K	0.2%	-10.1%	0.042%
1/25/2024	Woodard & Co. Asset Management Group Inc. ADV	91,657	$6.21M	1.8%	-1.4%	1.060%
1/23/2024	TIAA Trust National Association	3,608	$244K	0.0%	N/A	0.042%
1/19/2024	Courage Miller Partners LLC	21,085	$1.43M	0.5%	-5.1%	0.244%
1/19/2024	Flagstar Advisors Inc.	32,215	$2.18M	0.7%	-10.3%	0.372%
1/18/2024	Altfest L J & Co. Inc.	4,359	$295K	0.0%	N/A	0.050%
1/18/2024	LaFleur & Godfrey LLC	3,215	$218K	0.0%	N/A	0.037%
1/16/2024	Raymond James Financial Services Advisors Inc.	55,130	$3.73M	0.0%	+10.0%	0.637%
1/16/2024	Raymond James & Associates	92,597	$6.27M	0.0%	+35.0%	1.070%
1/16/2024	Retirement Planning Group LLC	25,444	$1.72M	0.2%	-9.7%	0.294%
1/11/2024	Orgel Wealth Management LLC	358,361	$24.27M	0.7%	+9.9%	4.072%
1/10/2024	Dfpg Investments LLC	22,519	$1.51M	0.1%	+2.2%	0.256%
1/9/2024	Arlington Financial Advisors LLC	187,104	$12.67M	3.8%	N/A	2.126%
11/16/2023	Revisor Wealth Management LLC	3,476	$211K	0.2%	N/A	0.040%
11/16/2023	Harbour Investments Inc.	3,658	$222K	0.0%	+109.5%	0.042%
11/14/2023	Woodard & Co. Asset Management Group Inc. ADV	92,937	$5.63M	1.9%	+6.1%	1.068%
11/13/2023	Stifel Financial Corp	35,651	$2.16M	0.0%	+2.7%	0.410%
11/13/2023	Mariner LLC	51,778	$3.14M	0.0%	+20.7%	0.595%
11/13/2023	LPL Financial LLC	110,811	$6.71M	0.0%	-2.0%	1.274%
11/13/2023	Kestra Advisory Services LLC	4,176	$253K	0.0%	-24.0%	0.048%
11/9/2023	UBS Group AG	107,494	$6.51M	0.0%	+8.4%	1.236%
11/8/2023	Aptus Capital Advisors LLC	5,383	$326K	0.0%	+33.8%	0.062%
11/8/2023	Janney Montgomery Scott LLC	11,908	$722K	0.0%	-11.1%	0.137%
11/8/2023	Atria Wealth Solutions Inc.	35,547	$2.17M	0.0%	+8.2%	0.409%
11/8/2023	Western Wealth Management LLC	9,387	$569K	0.0%	-12.4%	0.108%
11/8/2023	Avantax Advisory Services Inc.	90,047	$5.46M	0.1%	+0.4%	1.035%
11/8/2023	Kestra Private Wealth Services LLC	7,074	$429K	0.0%	+79.8%	0.081%
11/7/2023	Merit Financial Group LLC	19,749	$1.20M	0.0%	+1.3%	0.227%
11/7/2023	James J. Burns & Company LLC	5,906	$358K	0.1%	-9.3%	0.068%
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11/3/2023	Black Diamond Financial LLC	72,156	$4.37M	1.3%	+3.4%	0.829%
11/2/2023	DDFG Inc	7,541	$457K	0.2%	+4.6%	0.087%
11/2/2023	Trivant Custom Portfolio Group LLC	4,065	$246K	0.2%	+4.8%	0.047%
10/30/2023	Matrix Trust Co	224,112	$13.58M	3.5%	+2.4%	2.576%
10/30/2023	Marietta Wealth Management LLC	59,210	$3.59M	0.7%	+3.6%	0.701%
10/26/2023	Orgel Wealth Management LLC	325,949	$19.75M	0.7%	+12.5%	3.857%
10/25/2023	Retirement Planning Group LLC	28,180	$1.71M	0.2%	-4.4%	0.333%
10/24/2023	J.W. Cole Advisors Inc.	5,466	$331K	0.0%	+40.7%	0.065%
10/24/2023	Raymond James Financial Services Advisors Inc.	50,105	$3.04M	0.0%	-3.8%	0.593%
10/24/2023	Raymond James & Associates	68,613	$4.16M	0.0%	+1.9%	0.812%

(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, 105 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 ($24.43M), Raymond James Financial Services Advisors Inc. ($17.93M), Steele Capital Management Inc. ($15.58M), Matrix Trust Co ($15.26M), Commonwealth Equity Services LLC ($15.02M), 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 91 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 ($352.66K), Steele Capital Management Inc. ($226.92K), Raymond James Financial Services Advisors Inc. ($207.21K), Arlington Financial Advisors LLC ($187.10K), Woodard & Co. Asset Management Group Inc. ADV ($97.41K), Ipsen Advisor Group LLC ($61.82K), and UBS Group AG ($61.44K).
How much institutional buying is happening at iShares Morningstar Mid-Cap Value ETF?: Institutional investors have bought a total of 2,135,244 shares in the last 24 months. This purchase volume represents approximately $179.18M in transactions.

Which iShares Morningstar Mid-Cap Value ETF major shareholders have been selling company stock?: Of the 53 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: Equitable Holdings Inc. ($119.50K), Raymond James & Associates ($61.81K), LPL Financial LLC ($40.32K), Avantax Advisory Services Inc. ($34.98K), Flagstar Advisors Inc. ($32.08K), UBS Group AG ($31.25K), 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 599,179 shares in the last 24 months. This volume of shares sold represents approximately $45.70M in transactions.