Orgel Wealth Management, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History

Orgel Wealth Management, LLC

$3.93 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IMCV

# of Institutions

167

Shares Held

6.27M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

680K
Shares

$54.1 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

396K
Shares

$31.5 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

390K
Shares

$31 Million
0.26% of portfolio
Commonwealth Equity Services, LLC

270K
Shares

$21.5 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21.4 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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