Rebel Financial LLC Ishares Morningstar Mid Cap Va Transaction History

Rebel Financial LLC

$219 Billion
Q2 2025

A detailed history of Rebel Financial LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Rebel Financial LLC holds 4,342 shares of IMCV stock, worth $349,617. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,342

Holding current value

$349,617

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$65.1 - $75.98 $282,664 - $329,905	4,342 New	4,342 $330 Million

Others Institutions Holding IMCV

# of Institutions

168

Shares Held

6.27M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

680K
Shares

$54.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

396K
Shares

$31.9 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

390K
Shares

$31.4 Million
0.26% of portfolio
Orgel Wealth Management, LLC

360K
Shares

$29 Million
0.7% of portfolio
Commonwealth Equity Services, LLC

270K
Shares

$21.7 Million
0.03% of portfolio

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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