Swisspartners Advisors LTD Ishares Morningstar Mid Cap Va Transaction History
Swisspartners Advisors LTD
- $98.7 Million
- Q2 2025
A detailed history of Swisspartners Advisors LTD transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Swisspartners Advisors LTD holds 111,620 shares of IMCV stock, worth $8.98 Million. This represents 8.59% of its overall portfolio holdings.
Number of Shares
111,620
Previous 108,110
3.25%
Holding current value
$8.98 Million
Previous $8.02 Million
5.74%
% of portfolio
8.59%
Previous 7.97%
Shares
4 transactions
Others Institutions Holding IMCV
# of Institutions
168Shares Held
6.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$54.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.9 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$31.4 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$29 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.7 Million0.03% of portfolio