Steele Capital Management, Inc. Ishares Morningstar Mid Cap Va Transaction History
Steele Capital Management, Inc.
- $1.91 Trillion
- Q3 2024
A detailed history of Steele Capital Management, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Steele Capital Management, Inc. holds 197,766 shares of IMCV stock, worth $15.9 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
197,766
Previous 221,814
10.84%
Holding current value
$15.9 Million
Previous $15.6 Billion
2.02%
% of portfolio
0.8%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$65.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$32.4 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$27.7 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.6 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.9 Million2.83% of portfolio