Creative Planning Ishares Morningstar Mid Cap Va Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Creative Planning holds 6,442 shares of IMCV stock, worth $507,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,442

Previous 6,403 0.61%

Holding current value

$507,243

Previous $475,000 2.95%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$65.1 - $75.98 $2,538 - $2,963	39 Added 0.61%	6,442 $489,000
Q1 2025 May 15, 2025	BUY	$71.9 - $77.57 $58,814 - $63,452	818 Added 14.65%	6,403 $475,000
Q4 2024 Feb 14, 2025	BUY	$73.19 - $81.02 $38,205 - $42,292	522 Added 10.31%	5,585 $414,000
Q1 2024 May 10, 2024	SELL	$65.61 - $72.55 $43,565 - $48,173	-664 Reduced 11.59%	5,063 $367,000
Q1 2023 May 15, 2023	SELL	$58.6 - $68.24 $23,733 - $27,637	-405 Reduced 6.6%	5,727 $354,000
Q4 2022 Feb 10, 2023	BUY	$56.85 - $65.72 $69,072 - $79,849	1,215 Added 24.71%	6,132 $380,000
Q2 2022 Aug 15, 2022	SELL	$57.93 - $70.61 $20,681 - $25,207	-357 Reduced 6.77%	4,917 $292,000
Q3 2021 Nov 10, 2021	SELL	$61.19 - $65.8 $266,910 - $287,019	-4,362 Reduced 45.27%	5,274 $333,000
Q2 2021 Aug 04, 2021	BUY	$62.13 - $66.67 $598,684 - $642,432	9,636 New	9,636 $619,000

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.33M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Creative Planning Ishares Morningstar Mid Cap Va Transaction History