Revisor Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History

Revisor Wealth Management LLC

$160 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$65.61 - $72.55 $369,777 - $408,891	5,636 New	5,636 $395 Million
Q3 2023 Nov 16, 2023	BUY	$60.39 - $66.42 $209,915 - $230,875	3,476 New	3,476 $211 Million

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$64.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.6 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$26.9 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.4 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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