Allworth Financial LP Ishares Morningstar Mid Cap Va Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	BUY	$62.13 - $66.67 $10,189 - $10,933	164 Added 200.0%	246 $16,000
Q1 2021 Apr 29, 2021	BUY	$51.27 - $62.78 $4,204 - $5,147	82 New	82 $15,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$62.7 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30.9 Million
0.31% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.2 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.6 Million
0.03% of portfolio
Matrix Trust CO

198K
Shares

$15.1 Million
2.56% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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