Black Diamond Financial, LLC Ishares Morningstar Mid Cap Va Transaction History
Black Diamond Financial, LLC
- $667 Million
- Q4 2024
A detailed history of Black Diamond Financial, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Black Diamond Financial, LLC holds 113,392 shares of IMCV stock, worth $8.66 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
113,392
Previous 104,242
8.78%
Holding current value
$8.66 Million
Previous $7.99 Million
5.39%
% of portfolio
1.26%
Previous 1.36%
Shares
12 transactions
Others Institutions Holding IMCV
# of Institutions
148Shares Held
5.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$62.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.9 Million0.31% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.2 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.6 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$15.1 Million0.77% of portfolio