Retirement Planning CO Of New England, Inc. Ishares Morningstar Mid Cap Va Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$64.78 - $70.05 $68,731 - $74,323	-1,061 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$63.47 - $68.54 $67,341 - $72,720	1,061 New	1,061 $72,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

821K
Shares

$61.6 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

404K
Shares

$30.3 Million
0.31% of portfolio
Orgel Wealth Management, LLC

345K
Shares

$25.9 Million
0.69% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$20.2 Million
0.03% of portfolio
Steele Capital Management, Inc. Dubuque, IA

198K
Shares

$14.8 Million
0.8% of portfolio

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About ISHARES MORNINGSTAR MID CAP VA

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