Dynamic Advisor Solutions LLC Ishares Morningstar Mid Cap Va Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 26,138 shares of IMCV stock, worth $2.06 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,138
Previous 25,742
1.54%
Holding current value
$2.06 Million
Previous $1.96 Million
7.42%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$53.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.2 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.7 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.4 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.3 Million0.03% of portfolio