Cmc Financial Group Ishares Morningstar Mid Cap Va Transaction History

Cmc Financial Group

$62.2 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$51.27 - $62.78 $78,186 - $95,739	-1,525 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$43.61 - $52.74 $66,505 - $80,428	1,525 New	1,525 $239,000

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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