Cmc Financial Group Ishares Morningstar Mid Cap Va Transaction History

Cmc Financial Group

$34.7 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$51.27 - $62.78 $78,186 - $95,739	-1,525 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$43.61 - $52.74 $66,505 - $80,428	1,525 New	1,525 $239,000

Others Institutions Holding IMCV

# of Institutions

150

Shares Held

5.59M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

821K
Shares

$62.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

453K
Shares

$34.4 Million
0.33% of portfolio
Orgel Wealth Management, LLC

343K
Shares

$26.1 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

299K
Shares

$22.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.5 Million
0.03% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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