Oakworth Capital, Inc. Ishares Morningstar Mid Cap Va Transaction History

Oakworth Capital, Inc.

$1.44 Billion
Q3 2024

A detailed history of Oakworth Capital, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Oakworth Capital, Inc. holds 3,430 shares of IMCV stock, worth $267,745. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,430

Holding current value

$267,745

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$69.7 - $76.81 $239,071 - $263,458	3,430 New	3,430 $262,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

821K
Shares

$64.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.6 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$26.9 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.4 Million
0.8% of portfolio

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
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Oakworth Capital, Inc. Ishares Morningstar Mid Cap Va Transaction History