James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, James J. Burns & Company, LLC holds 6,404 shares of IMCV stock, worth $477,738. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,404Holding current value
$477,738% of portfolio
0.09%Shares
6 transactions
Others Institutions Holding IMCV
# of Institutions
137Shares Held
5.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$60.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$29.3 Million0.3% of portfolio
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Orgel Wealth Management, LLC348KShares$25.9 Million0.68% of portfolio
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Bank Of America Corp Charlotte, NC339KShares$25.3 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$19 Million0.03% of portfolio