Focus Financial Network, Inc. Ishares Morningstar Mid Cap Va Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jul 24, 2024	SELL	$56.85 - $65.72 $378,507 - $437,563	-6,658 Closed	0 $0
Q4 2020 Jul 24, 2024	SELL	$43.61 - $52.74 $202,917 - $245,399	-4,653 Closed	0 $0
Q3 2020 Jul 24, 2024	SELL	$40.43 - $46.13 $266,069 - $303,581	-6,581 Reduced 58.58%	4,653 $610 Million
Q2 2020 Jul 24, 2024	BUY	$32.91 - $48.11 $39,064 - $57,106	1,187 Added 11.81%	11,234 $1.42 Billion
Q1 2020 Jul 24, 2024	BUY	$30.51 - $56.86 $306,533 - $571,272	10,047 New	10,047 $1.07 Billion
Q4 2019 Jul 24, 2024	BUY	$51.29 - $56.23 $136,790 - $149,965	2,667 Added 66.83%	6,658 $1.12 Billion
Q3 2019 Jul 24, 2024	BUY	$49.89 - $54.23 $43,454 - $47,234	871 Added 27.92%	3,991 $643 Million
Q2 2019 Jul 24, 2024	BUY	$49.25 - $53.39 $86,926 - $94,233	1,765 Added 130.26%	3,120 $491 Million
Q1 2019 Jul 24, 2024	BUY	$46.28 - $52.78 $62,709 - $71,516	1,355 New	1,355 $211 Million

Others Institutions Holding IMCV

# of Institutions

161

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

717K
Shares

$52.8 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

397K
Shares

$29.2 Million
0.29% of portfolio
Orgel Wealth Management, LLC

341K
Shares

$25.1 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

335K
Shares

$24.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$19.8 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.