Bogart Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 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 463 shares of IMCV stock, worth $34,086. This represents 0.0% of its overall portfolio holdings.

Number of Shares

463

Holding current value

$34,086

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

161

Shares Held

5.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

717K
Shares

$52.8 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

397K
Shares

$29.2 Million
0.29% of portfolio
Orgel Wealth Management, LLC

341K
Shares

$25.1 Million
0.69% of portfolio
Raymond James Financial Inc St. Petersburg, FL

335K
Shares

$24.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

270K
Shares

$19.8 Million
0.03% of portfolio

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
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