Creative Planning Ishares Morningstar Mid Cap Va Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Creative Planning holds 5,585 shares of IMCV stock, worth $424,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,585

Previous 5,063 10.31%

Holding current value

$424,460

Previous $388,000 6.7%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

150

Shares Held

5.58M

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