New Insight Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
A detailed history of New Insight Wealth Advisors transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,392 shares of IMCV stock, worth $271,427. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,392
Previous 3,392
-0.0%
Holding current value
$271,427
Previous $258 Million
5.75%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
172Shares Held
7.65MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
-
Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
-
Orgel Wealth Management, LLC358KShares$28.7 Million0.68% of portfolio
-
Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio