Richwood Investment Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

Richwood Investment Advisors, LLC

$113 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$64.78 - $70.05 $38,868 - $42,030	-600 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$63.47 - $68.54 $38,082 - $41,124	600 New	600 $41,000

Others Institutions Holding IMCV

# of Institutions

135

Shares Held

5.32M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

798K
Shares

$58.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

531K
Shares

$38.9 Million
0.45% of portfolio
Orgel Wealth Management, LLC

348K
Shares

$25.4 Million
0.68% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$23.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

255K
Shares

$18.7 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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