Steele Capital Management, Inc. Ishares Morningstar Mid Cap Va Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Steele Capital Management, Inc. holds 221,814 shares of IMCV stock, worth $16.8 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
221,814
Previous 222,809
0.45%
Holding current value
$16.8 Million
Previous $16.2 Billion
3.62%
% of portfolio
0.87%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding IMCV
# of Institutions
141Shares Held
5.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY807KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY393KShares$29.7 Million0.3% of portfolio
-
Orgel Wealth Management, LLC345KShares$26.1 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$25.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.4 Million0.03% of portfolio