A detailed history of Ci Private Wealth, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ci Private Wealth, LLC holds 23,151 shares of IMCV stock, worth $1.72 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,151
Previous 60,412 61.68%
Holding current value
$1.72 Million
Previous $4.24 Million 58.19%
% of portfolio
0.0%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$69.7 - $76.81 $2.6 Million - $2.86 Million
-37,261 Reduced 61.68%
23,151 $1.77 Million
Q2 2024

Aug 13, 2024

SELL
$68.22 - $72.74 $43,115 - $45,971
-632 Reduced 1.04%
60,412 $4.24 Million
Q1 2024

May 09, 2024

BUY
$65.61 - $72.55 $152,608 - $168,751
2,326 Added 3.96%
61,044 $4.43 Million
Q4 2023

Feb 09, 2024

BUY
$57.47 - $68.03 $217,466 - $257,425
3,784 Added 6.89%
58,718 $3.98 Million
Q3 2023

Nov 03, 2023

SELL
$60.39 - $66.42 $9,058 - $9,963
-150 Reduced 0.27%
54,934 $3.33 Million
Q2 2023

Aug 10, 2023

SELL
$58.79 - $63.7 $131,278 - $142,242
-2,233 Reduced 3.9%
55,084 $3.51 Million
Q1 2023

May 15, 2023

SELL
$58.6 - $68.24 $177,558 - $206,767
-3,030 Reduced 5.02%
57,317 $3.55 Million
Q4 2022

Feb 15, 2023

BUY
$56.85 - $65.72 $3.43 Million - $3.97 Million
60,347 New
60,347 $3.74 Million

Others Institutions Holding IMCV

About ISHARES MORNINGSTAR MID CAP VA


  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.