Ipsen Advisor Group LLC Ishares Morningstar Mid Cap Va Transaction History
Ipsen Advisor Group LLC
- $131 Billion
- Q2 2025
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 82,303 shares of IMCV stock, worth $6.34 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
82,303
Previous 80,098
2.75%
Holding current value
$6.34 Million
Previous $5.94 Billion
5.23%
% of portfolio
4.76%
Previous 5.11%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
5.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$30.6 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.8 Million0.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$25.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio