Clear Investment Research, LLC Ishares Morningstar Mid Cap Va Transaction History
Clear Investment Research, LLC
- $74.1 Million
- Q1 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 1,968 shares of IMCV stock, worth $137,563. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,968
Previous 1,955
0.66%
Holding current value
$137,563
Previous $132,000
7.58%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.1 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.6 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.7 Million0.03% of portfolio