Db Wealth Management Group, LLC Ishares Morningstar Mid Cap Va Transaction History

Db Wealth Management Group, LLC

$169 Million
Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 1,079 shares of IMCV stock, worth $80,094. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,079

Previous 1,079 -0.0%

Holding current value

$80,094

Previous $65,000 12.31%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$60.39 - $66.42 $1,388 - $1,527	-23 Reduced 2.09%	1,079 $65,000
Q4 2022 Feb 13, 2023	SELL	$56.85 - $65.72 $4,150 - $4,797	-73 Reduced 6.21%	1,102 $68,000
Q3 2022 Nov 09, 2022	SELL	$55.94 - $66.86 $950 - $1,136	-17 Reduced 1.43%	1,175 $66,000
Q1 2022 May 12, 2022	SELL	$64.78 - $70.05 $68,407 - $73,972	-1,056 Reduced 46.98%	1,192 $82,000
Q4 2021 Feb 09, 2022	SELL	$63.47 - $68.54 $131,890 - $142,426	-2,078 Reduced 48.04%	2,248 $153,000
Q3 2021 Nov 10, 2021	BUY	$61.19 - $65.8 $30,595 - $32,900	500 Added 13.07%	4,326 $273,000
Q2 2021 Aug 04, 2021	BUY	$62.13 - $66.67 $237,709 - $255,079	3,826 New	3,826 $246,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.16M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Db Wealth Management Group, LLC Ishares Morningstar Mid Cap Va Transaction History