Richwood Investment Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

Richwood Investment Advisors, LLC

$121 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$64.78 - $70.05 $38,868 - $42,030	-600 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$63.47 - $68.54 $38,082 - $41,124	600 New	600 $41,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

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

About ISHARES MORNINGSTAR MID CAP VA

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