Matrix Trust CO Ishares Morningstar Mid Cap Va Transaction History
Matrix Trust CO
- $593 Million
- Q1 2025
A detailed history of Matrix Trust CO transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Matrix Trust CO holds 198,515 shares of IMCV stock, worth $13.7 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
198,515
Previous 198,225
0.15%
Holding current value
$13.7 Million
Previous $14.7 Million
0.05%
% of portfolio
2.48%
Previous 2.56%
Shares
24 transactions
Others Institutions Holding IMCV
# of Institutions
151Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$55.8 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$31.4 Million0.33% of portfolio
-
Orgel Wealth Management, LLC341KShares$23.6 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$20.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$18.7 Million0.03% of portfolio