Captrust Financial Advisors Ishares Morningstar Mid Cap Va Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 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 13,565 shares of IMCV stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,565
Previous 14,415 5.9%
Holding current value
$1.07 Million
Previous $1.01 Million 2.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147
Shares Held
5.16M
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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