Atlantic Edge Private Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History

Atlantic Edge Private Wealth Management, LLC

$365 Billion
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$71.9 - $77.57 $11,504 - $12,411	160 New	160 $11.9 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

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About ISHARES MORNINGSTAR MID CAP VA

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