Revisor Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History
Revisor Wealth Management LLC
- $277 Billion
- Q2 2025
A detailed history of Revisor Wealth Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Revisor Wealth Management LLC holds 3,428 shares of IMCV stock, worth $264,847. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,428
Previous 3,588
4.46%
Holding current value
$264,847
Previous $266 Million
0.32%
% of portfolio
0.1%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IMCV
# of Institutions
164Shares Held
5.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$30.6 Million0.29% of portfolio
-
Orgel Wealth Management, LLC360KShares$27.8 Million0.7% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$25.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.8 Million0.03% of portfolio