Willis Johnson & Associates, Inc. Ishares Morningstar Mid Cap Va Transaction History
Willis Johnson & Associates, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Willis Johnson & Associates, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 4,519 shares of IMCV stock, worth $352,753. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,519
Previous 4,508
0.24%
Holding current value
$352,753
Previous $316,000
9.49%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$64.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$31.6 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$26.9 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$21 Million0.03% of portfolio
-
Matrix Trust CO198KShares$15.4 Million2.83% of portfolio