Beacon Financial Group Ishares Morningstar Mid Cap Va Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Beacon Financial Group holds 2,826 shares of IMCV stock, worth $215,934. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,826
Previous 2,820
0.21%
Holding current value
$215,934
Previous $216,000
3.24%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
148Shares Held
5.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.9 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.2 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.6 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.1 Million2.56% of portfolio