Burt Wealth Advisors Ishares Morningstar Mid Cap Va Transaction History

Burt Wealth Advisors

  • $431 Million
  • Q2 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 27,722 shares of IMCV stock, worth $2.18 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
27,722
Previous 14,480 91.45%
Holding current value
$2.18 Million
Previous $1.07 Million 96.09%
% of portfolio
0.49%
Previous 0.27%

Shares

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

Jul 09, 2025
BUY
$65.1 - $75.98 $862,054 - $1.01 Million
13,242 Added 91.45%
27,722 $2.11 Million
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
170
Shares Held
6.29M
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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