Ci Private Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Ci Private Wealth, LLC

$68.1 Billion
Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ci Private Wealth, LLC holds 18,300 shares of IMCV stock, worth $1.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,300

Previous 18,300 -0.0%

Holding current value

$1.44 Million

Previous $1.39 Million -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$65.1 - $75.98 $48,759 - $56,909	-749 Reduced 3.93%	18,300 $1.39 Million
Q1 2025 May 14, 2025	SELL	$71.9 - $77.57 $225,406 - $243,181	-3,135 Reduced 14.13%	19,049 $1.41 Million
Q4 2024 Feb 10, 2025	SELL	$73.19 - $81.02 $70,774 - $78,346	-967 Reduced 4.18%	22,184 $1.65 Million
Q3 2024 Nov 12, 2024	SELL	$69.7 - $76.81 $2.6 Million - $2.86 Million	-37,261 Reduced 61.68%	23,151 $1.77 Million
Q2 2024 Aug 13, 2024	SELL	$68.22 - $72.74 $43,115 - $45,971	-632 Reduced 1.04%	60,412 $4.24 Million
Q1 2024 May 09, 2024	BUY	$65.61 - $72.55 $152,608 - $168,751	2,326 Added 3.96%	61,044 $4.43 Million
Q4 2023 Feb 09, 2024	BUY	$57.47 - $68.03 $217,466 - $257,425	3,784 Added 6.89%	58,718 $3.98 Million
Q3 2023 Nov 03, 2023	SELL	$60.39 - $66.42 $9,058 - $9,963	-150 Reduced 0.27%	54,934 $3.33 Million
Q2 2023 Aug 10, 2023	SELL	$58.79 - $63.7 $131,278 - $142,242	-2,233 Reduced 3.9%	55,084 $3.51 Million
Q1 2023 May 15, 2023	SELL	$58.6 - $68.24 $177,558 - $206,767	-3,030 Reduced 5.02%	57,317 $3.55 Million
Q4 2022 Feb 15, 2023	BUY	$56.85 - $65.72 $3.43 Million - $3.97 Million	60,347 New	60,347 $3.74 Million

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.33M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Ci Private Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History