Focus Financial Network, Inc. Ishares Morningstar Mid Cap Va Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jul 24, 2024	SELL	$56.85 - $65.72 $378,507 - $437,563	-6,658 Closed	0 $0
Q4 2020 Jul 24, 2024	SELL	$43.61 - $52.74 $202,917 - $245,399	-4,653 Closed	0 $0
Q3 2020 Jul 24, 2024	SELL	$40.43 - $46.13 $266,069 - $303,581	-6,581 Reduced 58.58%	4,653 $610 Million
Q2 2020 Jul 24, 2024	BUY	$32.91 - $48.11 $39,064 - $57,106	1,187 Added 11.81%	11,234 $1.42 Billion
Q1 2020 Jul 24, 2024	BUY	$30.51 - $56.86 $306,533 - $571,272	10,047 New	10,047 $1.07 Billion
Q4 2019 Jul 24, 2024	BUY	$51.29 - $56.23 $136,790 - $149,965	2,667 Added 66.83%	6,658 $1.12 Billion
Q3 2019 Jul 24, 2024	BUY	$49.89 - $54.23 $43,454 - $47,234	871 Added 27.92%	3,991 $643 Million
Q2 2019 Jul 24, 2024	BUY	$49.25 - $53.39 $86,926 - $94,233	1,765 Added 130.26%	3,120 $491 Million
Q1 2019 Jul 24, 2024	BUY	$46.28 - $52.78 $62,709 - $71,516	1,355 New	1,355 $211 Million

Others Institutions Holding IMCV

# of Institutions

146

Shares Held

5.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$63.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.1 Million
0.31% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.4 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.7 Million
0.03% of portfolio
Matrix Trust CO

198K
Shares

$15.2 Million
2.56% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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