James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, James J. Burns & Company, LLC holds 6,404 shares of IMCV stock, worth $488,945. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,404Holding current value
$488,945% of portfolio
0.09%Shares
6 transactions
Others Institutions Holding IMCV
# of Institutions
141Shares Held
5.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$61.6 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$30 Million0.3% of portfolio
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Orgel Wealth Management, LLC345KShares$26.3 Million0.69% of portfolio
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Bank Of America Corp Charlotte, NC339KShares$25.9 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.6 Million0.03% of portfolio