Intelligence Driven Advisers, LLC Ishares Morningstar Mid Cap Va Transaction History
Intelligence Driven Advisers, LLC
- $652 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
167Shares Held
5.95MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$30.6 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.7 Million0.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$25.8 Million0.01% of portfolio
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Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio