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

Surevest, LLC

$368 Million
Q3 2022

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$64.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$31.6 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$26.9 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$21 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$15.4 Million
0.8% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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