Lebenthal Global Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History
Lebenthal Global Advisors, LLC
- $523 Million
- Q2 2025
A detailed history of Lebenthal Global Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 55,748 shares of IMCV stock, worth $4.39 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
55,748
Previous 55,382
0.66%
Holding current value
$4.39 Million
Previous $4.11 Million
3.09%
% of portfolio
0.81%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.29MCall 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