Concord Wealth Partners Ishares Morningstar Mid Cap Va Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 30, 2024	BUY	$60.39 - $66.42 $12,681 - $13,948	210 New	210 $12,000
Q1 2023 Apr 26, 2023	BUY	$58.6 - $68.24 $12,306 - $14,330	210 New	210 $12,000

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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