Merit Financial Group, LLC Ishares Morningstar Mid Cap Va Transaction History
Merit Financial Group, LLC
- $4.39 Billion
- Q1 2024
A detailed history of Merit Financial Group, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Merit Financial Group, LLC holds 28,464 shares of IMCV stock, worth $2.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,464
Previous 30,085
5.39%
Holding current value
$2.09 Million
Previous $2.04 Million
1.37%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$58.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$39.1 Million0.45% of portfolio
-
Orgel Wealth Management, LLC348KShares$25.6 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$23.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL255KShares$18.8 Million0.03% of portfolio