Atria Wealth Solutions, Inc. Ishares Morningstar Mid Cap Va Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 31,559 shares of IMCV stock, worth $2.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,559
Previous 38,137 17.25%
Holding current value
$2.2 Million
Previous $2.58 Million 11.35%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$65.61 - $72.55 $431,582 - $477,233
-6,578 Reduced 17.25%
31,559 $2.29 Million
Q4 2023

Feb 02, 2024
BUY
$57.47 - $68.03 $148,847 - $176,197
2,590 Added 7.29%
38,137 $2.58 Million
Q3 2023

Nov 08, 2023
BUY
$60.39 - $66.42 $162,630 - $178,869
2,693 Added 8.2%
35,547 $2.15 Million
Q2 2023

Aug 03, 2023
BUY
$58.79 - $63.7 $1.93 Million - $2.09 Million
32,854 New
32,854 $2.09 Million

Others Institutions Holding IMCV

# of Institutions
135
Shares Held
5.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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