A detailed history of Baystate Wealth Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Baystate Wealth Management LLC holds 352 shares of IMCV stock, worth $26,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 347 1.44%
Holding current value
$26,128
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$57.47 - $68.03 $287 - $340
5 Added 1.44%
352 $23,000
Q3 2023

Oct 25, 2023

BUY
$60.39 - $66.42 $5,978 - $6,575
99 Added 39.92%
347 $21,000
Q2 2023

Sep 21, 2023

BUY
$58.79 - $63.7 $14,579 - $15,797
248 New
248 $15,000

Others Institutions Holding IMCV

About ISHARES MORNINGSTAR MID CAP VA


  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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