Vaughan David Investments LLC Ishares Morningstar Mid Cap Va Transaction History

Vaughan David Investments LLC

$4.27 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	$50.91 - $54.18 $147,639 - $157,122	-2,900 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$50.45 - $53.44 $146,305 - $154,976	2,900	2,900 $463,000

Others Institutions Holding IMCV

# of Institutions

161

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

717K
Shares

$52.8 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

397K
Shares

$29.2 Million
0.29% of portfolio
Orgel Wealth Management, LLC

341K
Shares

$25.1 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

335K
Shares

$24.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$19.8 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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