Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Retirement Planning Group holds 19,106 shares of IMCV stock, worth $1.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,106
Previous 18,740
1.95%
Holding current value
$1.4 Million
Previous $1.44 Million
1.25%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IMCV
# of Institutions
150Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$59.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$33.3 Million0.33% of portfolio
-
Orgel Wealth Management, LLC343KShares$25.2 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$21.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$19.8 Million0.03% of portfolio