Smartleaf Asset Management LLC Ishares Morningstar Mid Cap Va Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
A detailed history of Smartleaf Asset Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 1,950 shares of IMCV stock, worth $143,559. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,528
27.62%
Holding current value
$143,559
Previous $113 Million
26.39%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IMCV
# of Institutions
161Shares Held
5.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY717KShares$52.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY397KShares$29.2 Million0.29% of portfolio
-
Orgel Wealth Management, LLC341KShares$25.1 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL335KShares$24.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio