Pflug Koory, LLC Ishares Morningstar Mid Cap Va Transaction History

Pflug Koory, LLC

$1.4 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	BUY	$62.13 - $66.67 $434,164 - $465,889	6,988 Added 200.0%	10,482 $673,000
Q2 2020 Jul 30, 2020	BUY	$32.91 - $48.11 $114,987 - $168,096	3,494 New	3,494 $441,000

Others Institutions Holding IMCV

# of Institutions

146

Shares Held

5.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$60.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$29.7 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.3 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$19.8 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.5 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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