Ipsen Advisor Group LLC Ishares Morningstar Mid Cap Va Transaction History
Ipsen Advisor Group LLC
- $86.8 Billion
- Q4 2022
A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 61,820 shares of IMCV stock, worth $4.61 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
61,820Holding current value
$4.61 Million% of portfolio
4.42%Shares
1 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30.1 Million0.31% of portfolio
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Orgel Wealth Management, LLC345KShares$25.7 Million0.69% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.1 Million0.03% of portfolio
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Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio