Red Tortoise LLC Ishares Morningstar Mid Cap Va Transaction History

Red Tortoise LLC

$192 Million
Q4 2024

A detailed history of Red Tortoise LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Red Tortoise LLC holds 73 shares of IMCV stock, worth $5,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,634

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$73.19 - $81.02 $5,342 - $5,914	73 New	73 $5,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.21M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

821K
Shares

$63.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.2 Million
0.31% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.5 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.8 Million
0.03% of portfolio
Matrix Trust CO

198K
Shares

$15.3 Million
2.56% of portfolio

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Tortoise LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Tortoise LLC with notifications on news.

Account