Mbm Wealth Consultants, LLC Ishares Morningstar Mid Cap Va Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	BUY	$62.13 - $66.67 $11,556 - $12,400	186 Added 200.0%	279 $18,000
Q4 2020 Feb 09, 2021	BUY	$43.61 - $52.74 $4,055 - $4,904	93 New	93 $15,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$64.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.7 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$27.1 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21.1 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.5 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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