Caliber Wealth Management, LLC / Ks Ishares Morningstar Mid Cap Va Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 25,541 shares of IMCV stock, worth $1.97 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
25,541
Previous 25,602
0.24%
Holding current value
$1.97 Million
Previous $1.9 Billion
2.17%
% of portfolio
0.21%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
172Shares Held
6.02MCall 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