Surevest, LLC Ishares Morningstar Mid Cap Va Call Options Transaction History

Surevest, LLC

$368 Million
Q3 2022

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$61.7 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30.4 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.9 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.3 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.9 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.