Full Sail Capital, LLC Ishares Morningstar Mid Cap Va Transaction History

Full Sail Capital, LLC

$1.55 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$30.51 - $56.86 $104,252 - $194,290	-3,417 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$46.28 - $52.78 $158,138 - $180,349	3,417 New	3,417 $532,000

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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