Ipsen Advisor Group LLC Ishares Morningstar Mid Cap Va Transaction History
Ipsen Advisor Group LLC
- $139 Billion
- Q3 2025
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 83,020 shares of IMCV stock, worth $6.64 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
83,020
Previous 82,303
0.87%
Holding current value
$6.64 Million
Previous $6.25 Billion
6.67%
% of portfolio
4.8%
Previous 4.76%
Shares
5 transactions
Others Institutions Holding IMCV
# of Institutions
173Shares Held
7.66MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
-
Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.8 Million0.7% of portfolio
-
Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio