James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Put Options Transaction History

James J. Burns & Company, LLC

$556 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IMCV

# of Institutions

161

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

717K
Shares

$54.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

397K
Shares

$29.9 Million
0.29% of portfolio
Orgel Wealth Management, LLC

341K
Shares

$25.7 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

335K
Shares

$25.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.3 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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