Sage Financial Group Inc Ishares Morningstar Mid Cap Va Transaction History
Sage Financial Group Inc
- $1.35 Billion
- Q2 2025
A detailed history of Sage Financial Group Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Sage Financial Group Inc holds 6,780 shares of IMCV stock, worth $522,670. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,780
Previous 7,211
5.98%
Holding current value
$522,670
Previous $534,000
3.56%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
5.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$55.3 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$25.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC270KShares$20.8 Million0.03% of portfolio