Capital Analysts, LLC Ishares Morningstar Mid Cap Va Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$57.47 - $68.03 $517 - $612	9 Added 1.37%	668 $45,000
Q2 2023 Aug 11, 2023	BUY	$58.79 - $63.7 $176 - $191	3 Added 0.46%	659 $40,000
Q1 2023 May 05, 2023	BUY	$58.6 - $68.24 $38,441 - $44,765	656 New	656 $41,000

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

$64.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.7 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$27.1 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21.1 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.5 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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