Merit Financial Group, LLC Ishares Morningstar Mid Cap Va Transaction History
Merit Financial Group, LLC
- $8.37 Billion
- Q2 2025
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 27,450 shares of IMCV stock, worth $2.12 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,450
Previous 24,435
12.34%
Holding current value
$2.12 Million
Previous $1.79 Million
16.29%
% of portfolio
0.02%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
6.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$52.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$30.5 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.1 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.8 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio