Burt Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Burt Wealth Advisors holds 14,480 shares of IMCV stock, worth $1.08 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,480

Previous 14,936 3.05%

Holding current value

$1.08 Million

Previous $1.11 Million 3.16%

% of portfolio

0.27%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$71.9 - $77.57 $32,786 - $35,371	-456 Reduced 3.05%	14,480 $1.07 Million
Q3 2024 Oct 31, 2024	SELL	$69.7 - $76.81 $27,880 - $30,724	-400 Reduced 2.61%	14,936 $1.14 Million
Q2 2024 Jul 16, 2024	SELL	$68.22 - $72.74 $18,419 - $19,639	-270 Reduced 1.73%	15,336 $1.08 Million
Q1 2024 Apr 18, 2024	BUY	$65.61 - $72.55 $17,714 - $19,588	270 Added 1.76%	15,606 $1.13 Million
Q4 2023 Feb 01, 2024	SELL	$57.47 - $68.03 $372,865 - $441,378	-6,488 Reduced 29.73%	15,336 $1.04 Million
Q2 2023 Jul 18, 2023	BUY	$58.79 - $63.7 $684,903 - $742,105	11,650 Added 114.51%	21,824 $1.39 Million
Q1 2023 Apr 13, 2023	SELL	$58.6 - $68.24 $376,212 - $438,100	-6,420 Reduced 38.69%	10,174 $629,000
Q4 2022 Jan 17, 2023	BUY	$56.85 - $65.72 $289,650 - $334,843	5,095 Added 44.31%	16,594 $1.03 Million
Q3 2022 Oct 11, 2022	BUY	$55.94 - $66.86 $14,152 - $16,915	253 Added 2.25%	11,499 $643,000
Q2 2022 Jul 29, 2022	BUY	$57.93 - $70.61 $82,376 - $100,407	1,422 Added 14.47%	11,246 $668,000
Q1 2022 Apr 19, 2022	SELL	$64.78 - $70.05 $119,130 - $128,821	-1,839 Reduced 15.77%	9,824 $677,000
Q4 2021 Jan 13, 2022	BUY	$63.47 - $68.54 $148,265 - $160,109	2,336 Added 25.05%	11,663 $796,000
Q2 2021 Jul 14, 2021	BUY	$62.13 - $66.67 $386,324 - $414,554	6,218 Added 200.0%	9,327 $599,000
Q4 2020 Feb 11, 2021	BUY	$43.61 - $52.74 $64,542 - $78,055	1,480 Added 90.85%	3,109 $486,000
Q3 2020 Nov 10, 2020	BUY	$40.43 - $46.13 $10,794 - $12,316	267 Added 19.6%	1,629 $213,000
Q2 2020 Aug 05, 2020	SELL	$32.91 - $48.11 $119,232 - $174,302	-3,623 Reduced 72.68%	1,362 $172,000
Q1 2020 Apr 29, 2020	BUY	$30.51 - $56.86 $152,092 - $283,447	4,985 New	4,985 $533,000

Others Institutions Holding IMCV

# of Institutions

161

Shares Held

5.6M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Burt Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History