Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
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 18,740 shares of IMCV stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,740
Previous 23,016
18.58%
Holding current value
$1.5 Million
Previous $1.62 Million
11.14%
% of portfolio
0.09%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$65.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$32.4 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$27.7 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21.6 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.9 Million2.83% of portfolio