Blair William & CO Ishares Morningstar Mid Cap Va Transaction History

Blair William & CO

$33.4 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$63.47 - $68.54 $1,904 - $2,056	-30 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$62.13 - $66.67 $1,242 - $1,333	20 Added 200.0%	30 $2,000
Q2 2019 Aug 13, 2019	BUY	$49.25 - $53.39 $492 - $533	10 New	10 $2,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$60.9 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.6 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.7 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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