Creative Planning Ishares Morningstar Mid Cap Va Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Creative Planning holds 16,136 shares of IMCV stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,136
Previous 6,442
150.48%
Holding current value
$1.29 Million
Previous $489,000
165.03%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding IMCV
# of Institutions
172Shares Held
7.66MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC979KShares$78.3 Million0.67% of portfolio
-
Morgan Stanley New York, NY633KShares$50.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL409KShares$32.7 Million0.01% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.8 Million0.7% of portfolio
-
Equitable Holdings, Inc. New York, NY339KShares$27.2 Million0.21% of portfolio