Vaughan David Investments LLC Ishares Morningstar Mid Cap Va Transaction History

Vaughan David Investments LLC

$4.35 Billion
Q3 2024

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

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$60.9 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.6 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.7 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 Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.