Rebel Financial LLC Ishares Morningstar Mid Cap Va Transaction History

Rebel Financial LLC

$229 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	SELL	$76.29 - $80.63 $331,251 - $350,095	-4,342 Closed	0 $357 Million
Q2 2025 Jul 24, 2025	BUY	$65.1 - $75.98 $282,664 - $329,905	4,342 New	4,342 $330 Million

Others Institutions Holding IMCV

# of Institutions

172

Shares Held

7.66M

Call Options Held

0

Put Options Held

0

Vantagepoint Investment Advisers LLC

979K
Shares

$78.3 Million
0.67% of portfolio
Morgan Stanley New York, NY

633K
Shares

$50.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

409K
Shares

$32.7 Million
0.01% of portfolio
Orgel Wealth Management, LLC

360K
Shares

$28.8 Million
0.7% of portfolio
Equitable Holdings, Inc. New York, NY

339K
Shares

$27.2 Million
0.21% of portfolio

About ISHARES MORNINGSTAR MID CAP VA

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