Ipsen Advisor Group LLC Ishares Morningstar Mid Cap Va Transaction History
Ipsen Advisor Group LLC
- $117 Billion
- Q4 2024
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 78,597 shares of IMCV stock, worth $5.92 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
78,597
Previous 61,820
27.14%
Holding current value
$5.92 Million
Previous $3.84 Billion
52.16%
% of portfolio
4.99%
Previous 4.42%
Shares
2 transactions
Others Institutions Holding IMCV
# of Institutions
151Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$61.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$34.1 Million0.33% of portfolio
-
Orgel Wealth Management, LLC343KShares$25.9 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.3 Million0.03% of portfolio