Retirement Group, LLC Ishares Morningstar Mid Cap Va Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Retirement Group, LLC holds 282 shares of IMCV stock, worth $22,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
282
Previous 282
-0.0%
Holding current value
$22,114
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.7 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$27.1 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.1 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$15.5 Million0.8% of portfolio