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
168Shares Held
6.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$54.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.8 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$31.3 Million0.26% of portfolio
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Orgel Wealth Management, LLC360KShares$28.9 Million0.7% of portfolio
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Commonwealth Equity Services, LLC270KShares$21.7 Million0.03% of portfolio