Bogart Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Bogart Wealth, LLC holds 464 shares of IMCV stock, worth $35,769. This represents 0.0% of its overall portfolio holdings.

Number of Shares
464
Previous 463 0.22%
Holding current value
$35,769
Previous $34,000 2.94%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$65.1 - $75.98 $65 - $75
1 Added 0.22%
464 $35,000
Q1 2025

May 01, 2025
BUY
$71.9 - $77.57 $33,289 - $35,914
463 New
463 $34,000
Q3 2023

Oct 30, 2023
SELL
$60.39 - $66.42 $1,026 - $1,129
-17 Reduced 53.13%
15 $0
Q2 2023

Jul 28, 2023
SELL
$58.79 - $63.7 $470 - $509
-8 Reduced 20.0%
32 $2,000
Q1 2023

Apr 21, 2023
BUY
$58.6 - $68.24 $410 - $477
7 Added 21.21%
40 $2,000
Q4 2022

Feb 06, 2023
BUY
$56.85 - $65.72 $1,876 - $2,168
33 New
33 $2,000

Others Institutions Holding IMCV

# of Institutions
172
Shares Held
6.06M
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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email