Ep Wealth Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 43,166 shares of IMCV stock, worth $3.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
43,166
Previous 43,166 -0.0%
Holding current value
$3.4 Million
Previous $3.2 Million 2.4%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$71.9 - $77.57 $50,042 - $53,988
-696 Reduced 1.59%
43,166 $3.2 Million
Q4 2024

Feb 13, 2025
BUY
$73.19 - $81.02 $43,914 - $48,612
600 Added 1.39%
43,862 $3.26 Million
Q3 2024

Nov 14, 2024
BUY
$69.7 - $76.81 $3.02 Million - $3.32 Million
43,262 New
43,262 $3.32 Million

Others Institutions Holding IMCV

# of Institutions
170
Shares Held
6.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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