Black Diamond Financial, LLC Ishares Morningstar Mid Cap Va Transaction History
Black Diamond Financial, LLC
- $587 Million
- Q3 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 104,242 shares of IMCV stock, worth $7.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
104,242
Previous 93,091
11.98%
Holding current value
$7.74 Million
Previous $6.54 Million
22.19%
% of portfolio
1.36%
Previous 1.26%
Shares
11 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Matrix Trust CO198KShares$14.7 Million2.83% of portfolio