Beacon Financial Group Ishares Morningstar Mid Cap Va Transaction History
Beacon Financial Group
- $896 Million
- Q2 2025
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 2,836 shares of IMCV stock, worth $218,627. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,836
Previous 2,831
0.18%
Holding current value
$218,627
Previous $207,000
3.86%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
6.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$52.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$30.5 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.1 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.8 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio