Householder Group Estate & Retirement Specialist, LLC Ishares Morningstar Mid Cap Va Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$60.39 - $66.42 $60 - $66	-1 Reduced 0.7%	141 $8,000
Q1 2023 Apr 13, 2023	BUY	$58.6 - $68.24 $8,321 - $9,690	142 New	142 $9,000

Others Institutions Holding IMCV

# of Institutions

148

Shares Held

5.21M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

821K
Shares

$62.7 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30.9 Million
0.31% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.2 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.6 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.1 Million
0.77% of portfolio

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About ISHARES MORNINGSTAR MID CAP VA

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