Jones Financial Companies Lllp Ishares Morningstar Mid Cap Va Transaction History
Jones Financial Companies Lllp
- $97.4 Billion
- Q3 2024
A detailed history of Jones Financial Companies Lllp transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Jones Financial Companies Lllp holds 872 shares of IMCV stock, worth $68,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
872
Previous 838
4.06%
Holding current value
$68,382
Previous $58,000
13.79%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.7 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$27.1 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.1 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$15.5 Million0.8% of portfolio