Captrust Financial Advisors Ishares Morningstar Mid Cap Va Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

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 12,311 shares of IMCV stock, worth $969,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,311
Previous 13,771 10.6%
Holding current value
$969,368
Previous $1.02 Million 8.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$65.1 - $75.98 $95,045 - $110,930
-1,460 Reduced 10.6%
12,311 $935,000
Q4 2024

Feb 14, 2025
BUY
$73.19 - $81.02 $15,077 - $16,690
206 Added 1.52%
13,771 $1.02 Million
Q3 2024

Nov 14, 2024
SELL
$69.7 - $76.81 $59,245 - $65,288
-850 Reduced 5.9%
13,565 $1.04 Million
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
170
Shares Held
6.33M
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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