James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Transaction History
James J. Burns & Company, LLC
- $664 Million
- Q3 2025
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 19,093 shares of IMCV stock, worth $1.5 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,093
Previous 20,510
6.91%
Holding current value
$1.5 Million
Previous $1.56 Million
1.54%
% of portfolio
0.23%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$53.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.2 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.7 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.4 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.3 Million0.03% of portfolio