Ifp Advisors, Inc Ishares Morningstar Mid Cap Va Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$55.94 - $66.86 $3,524 - $4,212	63 Added 2.02%	3,185 $507,000
Q2 2022 Sep 06, 2022	BUY	$57.93 - $70.61 $180,857 - $220,444	3,122 New	3,122 $497,000
Q2 2022 Aug 12, 2022	SELL	$57.93 - $70.61 $180,857 - $220,444	-3,122 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$64.78 - $70.05 $202,243 - $218,696	3,122 New	3,122 $215,000
Q3 2021 Oct 06, 2021	SELL	$61.19 - $65.8 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$62.13 - $66.67 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$51.27 - $62.78 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$43.61 - $52.74 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$40.43 - $46.13 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$32.91 - $48.11 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$30.51 - $56.86 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$51.29 - $56.23 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$49.89 - $54.23 $0 - $0	0 New	0 $0
Q4 2018 Jan 23, 2019	SELL	$44.07 - $53.87 $1,189 - $1,454	-27 Closed	0 $0
Q4 2017 Jan 24, 2018	SELL	$50.45 - $53.44 $9,131 - $9,672	-181 Reduced 87.02%	27 $0
Q1 2017 Jun 03, 2019	BUY	N/A	27 Added 14.92%	208 $31,000
Q4 2016 Jun 03, 2019	BUY	N/A	181	181 $26,000

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

$60.9 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.6 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.7 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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