Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Retirement Planning Group holds 17,967 shares of IMCV stock, worth $1.33 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,967
Previous 19,106
5.96%
Holding current value
$1.33 Million
Previous $1.42 Million
7.05%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding IMCV
# of Institutions
161Shares Held
5.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$53.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$29.4 Million0.29% of portfolio
-
Orgel Wealth Management, LLC341KShares$25.2 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio