5 T Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

5 T Wealth, LLC

$229 Billion
Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, 5 T Wealth, LLC holds 2,637 shares of IMCV stock, worth $207,637. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,637

Holding current value

$207,637

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$76.29 - $80.63 $201,176 - $212,621	2,637 New	2,637 $212 Million

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.29M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

680K
Shares

$53.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

396K
Shares

$31.2 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

390K
Shares

$30.7 Million
0.26% of portfolio
Orgel Wealth Management, LLC

360K
Shares

$28.4 Million
0.7% of portfolio
Commonwealth Equity Services, LLC

270K
Shares

$21.3 Million
0.03% of portfolio

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

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