Courage Miller Partners, LLC Ishares Morningstar Mid Cap Va Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Courage Miller Partners, LLC holds 20,872 shares of IMCV stock, worth $1.61 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

20,872

Previous 20,905 0.16%

Holding current value

$1.61 Million

Previous $1.6 Million 3.31%

% of portfolio

0.53%

Previous 0.54%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$73.19 - $81.02 $2,415 - $2,673	-33 Reduced 0.16%	20,872 $1.55 Million
Q3 2024 Oct 21, 2024	SELL	$69.7 - $76.81 $8,573 - $9,447	-123 Reduced 0.58%	20,905 $1.6 Million
Q1 2024 Apr 15, 2024	SELL	$65.61 - $72.55 $3,739 - $4,135	-57 Reduced 0.27%	21,028 $1.53 Million
Q4 2023 Jan 19, 2024	SELL	$57.47 - $68.03 $65,458 - $77,486	-1,139 Reduced 5.13%	21,085 $1.43 Million
Q3 2023 Oct 13, 2023	SELL	$60.39 - $66.42 $13,527 - $14,878	-224 Reduced 1.0%	22,224 $1.35 Million
Q2 2023 Jul 20, 2023	SELL	$58.79 - $63.7 $36,802 - $39,876	-626 Reduced 2.71%	22,448 $1.43 Million
Q1 2023 Apr 21, 2023	SELL	$58.6 - $68.24 $344,450 - $401,114	-5,878 Reduced 20.3%	23,074 $1.43 Million
Q4 2022 Jan 27, 2023	SELL	$56.85 - $65.72 $54,519 - $63,025	-959 Reduced 3.21%	28,952 $1.8 Million
Q3 2022 Oct 18, 2022	SELL	$55.94 - $66.86 $57,282 - $68,464	-1,024 Reduced 3.31%	29,911 $1.67 Million
Q2 2022 Jul 18, 2022	SELL	$57.93 - $70.61 $8,863 - $10,803	-153 Reduced 0.49%	30,935 $1.84 Million
Q1 2022 May 06, 2022	SELL	$64.78 - $70.05 $12,049 - $13,029	-186 Reduced 0.59%	31,088 $2.14 Million
Q4 2021 Jan 19, 2022	SELL	$63.47 - $68.54 $88,096 - $95,133	-1,388 Reduced 4.25%	31,274 $2.14 Million
Q3 2021 Nov 05, 2021	SELL	$61.19 - $65.8 $78,812 - $84,750	-1,288 Reduced 3.79%	32,662 $2.07 Million
Q2 2021 Jul 28, 2021	BUY	$62.13 - $66.67 $1.4 Million - $1.5 Million	22,462 Added 195.53%	33,950 $2.18 Million
Q1 2021 Apr 26, 2021	SELL	$51.27 - $62.78 $9,946 - $12,179	-194 Reduced 1.66%	11,488 $2.12 Million
Q4 2020 Jan 28, 2021	SELL	$43.61 - $52.74 $25,162 - $30,430	-577 Reduced 4.71%	11,682 $1.83 Million
Q2 2020 Jul 23, 2020	SELL	$32.91 - $48.11 $8,359 - $12,219	-254 Reduced 2.03%	12,259 $1.55 Million
Q1 2020 Apr 14, 2020	SELL	$30.51 - $56.86 $15,071 - $28,088	-494 Reduced 3.8%	12,513 $1.34 Million
Q4 2019 Jan 15, 2020	SELL	$51.29 - $56.23 $4,359 - $4,779	-85 Reduced 0.65%	13,007 $2.19 Million
Q3 2019 Oct 21, 2019	SELL	$49.89 - $54.23 $13,719 - $14,913	-275 Reduced 2.06%	13,092 $2.11 Million
Q2 2019 Jul 30, 2019	SELL	$49.25 - $53.39 $13,396 - $14,522	-272 Reduced 1.99%	13,367 $2.1 Million
Q1 2019 May 01, 2019	SELL	$46.28 - $52.78 $6,525 - $7,441	-141 Reduced 1.02%	13,639 $2.12 Million
Q3 2018 Nov 06, 2018	SELL	$52.96 - $55.37 $9,268 - $9,689	-175 Reduced 1.25%	13,780 $2.23 Million
Q2 2018 Jul 30, 2018	SELL	$50.91 - $54.18 $6,007 - $6,393	-118 Reduced 0.84%	13,955 $2.22 Million
Q1 2018 Apr 27, 2018	SELL	$50.62 - $56.12 $50,923 - $56,456	-1,006 Reduced 6.67%	14,073 $2.19 Million
Q4 2017 Jan 19, 2018	SELL	$50.45 - $53.44 $14,327 - $15,176	-284 Reduced 1.85%	15,079 $2.41 Million
Q3 2017 Oct 24, 2017	BUY	$50.07 - $50.36 $769,225 - $773,680	15,363	15,363 $2.32 Million

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.21M

Call Options Held

Put Options Held

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Courage Miller Partners, LLC Ishares Morningstar Mid Cap Va Transaction History