Clear Investment Research, LLC Ishares Morningstar Mid Cap Va Transaction History
Clear Investment Research, LLC
- $76.6 Million
- Q3 2024
A detailed history of Clear Investment Research, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Clear Investment Research, LLC holds 1,950 shares of IMCV stock, worth $144,748. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,950
Previous 2,023
3.61%
Holding current value
$144,748
Previous $142,000
4.93%
% of portfolio
0.19%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio