Cmc Financial Group Ishares Morningstar Mid Cap Va Transaction History

Cmc Financial Group

$28.1 Million
Q2 2025

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

168

Shares Held

6.27M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

680K
Shares

$55 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

396K
Shares

$32 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

390K
Shares

$31.6 Million
0.26% of portfolio
Orgel Wealth Management, LLC

360K
Shares

$29.2 Million
0.7% of portfolio
Commonwealth Equity Services, LLC

270K
Shares

$21.9 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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