O'Shaughnessy Asset Management, LLC Ishares Morningstar Mid Cap Va Transaction History
O'Shaughnessy Asset Management, LLC
- $10.8 Billion
- Q3 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 439 shares of IMCV stock, worth $33,543. This represents 0.0% of its overall portfolio holdings.
Number of Shares
439
Previous 439
-0.0%
Holding current value
$33,543
Previous $30,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
148Shares Held
5.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.9 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.2 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.6 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.1 Million2.56% of portfolio