Steele Capital Management, Inc. Ishares Morningstar Mid Cap Va Transaction History
Steele Capital Management, Inc.
- $1.74 Trillion
- Q1 2024
A detailed history of Steele Capital Management, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Steele Capital Management, Inc. holds 222,809 shares of IMCV stock, worth $15.6 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
222,809
Previous 226,918
1.81%
Holding current value
$15.6 Million
Previous $15.4 Billion
5.19%
% of portfolio
0.93%
Previous 1.0%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$55.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.2 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.6 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.7 Million0.03% of portfolio