Kingswood Wealth Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$58.79 - $63.7 $246,918 - $267,540	4,200 New	4,200 $268 Million

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$63.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.2 Million
0.31% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.5 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.8 Million
0.03% of portfolio
Matrix Trust CO

198K
Shares

$15.3 Million
2.56% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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