Ashton Thomas Private Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Ashton Thomas Private Wealth, LLC

$1.9 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$68.22 - $72.74 $54,848 - $58,482	804 New	804 $56.5 Million

Others Institutions Holding IMCV

# of Institutions

140

Shares Held

5.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

807K
Shares

$63.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

393K
Shares

$30.8 Million
0.3% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$27.1 Million
0.69% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$26.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21.2 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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