Means Investment Co., Inc. Ishares Morningstar Mid Cap Va Transaction History

Means Investment Co., Inc.

$931 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	SELL	$58.6 - $68.24 $10,548 - $12,283	-180 Reduced 4.74%	3,615 $223,000
Q4 2022 Jan 27, 2023	BUY	$56.85 - $65.72 $215,745 - $249,407	3,795 New	3,795 $0

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

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