Captrust Financial Advisors Ishares Morningstar Mid Cap Va Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Captrust Financial Advisors holds 14,415 shares of IMCV stock, worth $1.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,415
Previous 14,415 -0.0%
Holding current value
$1.1 Million
Previous $1.05 Million 3.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2024
BUY
$57.47 - $68.03 $828,430 - $980,652
14,415 New
14,415 $976,000
Q1 2022

May 16, 2022
SELL
$64.78 - $70.05 $400,534 - $433,119
-6,183 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$63.47 - $68.54 $4,442 - $4,797
70 Added 1.15%
6,183 $422,000
Q3 2021

Nov 16, 2021
BUY
$61.19 - $65.8 $374,054 - $402,235
6,113 New
6,113 $386,000

Others Institutions Holding IMCV

# of Institutions
136
Shares Held
5.11M
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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email