D.A. Davidson & Co. Ishares Morningstar Mid Cap Va Transaction History

D.A. Davidson & Co.

$13.8 Billion
Q2 2025

A detailed history of D.A. Davidson & Co. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, D.A. Davidson & Co. holds 3,197 shares of IMCV stock, worth $251,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,197

Holding current value

$251,731

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$65.1 - $75.98 $208,124 - $242,908	3,197 New	3,197 $242,000

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.29M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

680K
Shares

$53.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

396K
Shares

$31.2 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

390K
Shares

$30.7 Million
0.26% of portfolio
Orgel Wealth Management, LLC

360K
Shares

$28.4 Million
0.7% of portfolio
Commonwealth Equity Services, LLC

270K
Shares

$21.3 Million
0.03% of portfolio

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.

Account