Assetmark, Inc Ishares Morningstar Mid Cap Va Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Assetmark, Inc holds 482 shares of IMCV stock, worth $37,952. This represents 0.0% of its overall portfolio holdings.
Number of Shares
482
Previous 401
20.2%
Holding current value
$37,952
Previous $29,000
24.14%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$53.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.2 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.7 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.4 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.3 Million0.03% of portfolio