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

Guardian Wealth Advisors, LLC

  • $717 Million
  • Q1 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,586 shares of IMCV stock, worth $180,761. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,586
Previous 5,245 50.7%
Holding current value
$180,761
Previous $355,000 47.32%
% of portfolio
0.03%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$65.61 - $72.55 $174,456 - $192,910
-2,659 Reduced 50.7%
2,586 $187,000
Q4 2023

Feb 14, 2024
SELL
$57.47 - $68.03 $7,930 - $9,388
-138 Reduced 2.56%
5,245 $355,000
Q3 2023

Nov 14, 2023
BUY
$60.39 - $66.42 $82,130 - $90,331
1,360 Added 33.81%
5,383 $326,000
Q2 2023

Aug 14, 2023
BUY
$58.79 - $63.7 $51,676 - $55,992
879 Added 27.96%
4,023 $256,000
Q1 2023

May 15, 2023
BUY
$58.6 - $68.24 $62,409 - $72,675
1,065 Added 51.23%
3,144 $194,000
Q4 2022

Feb 14, 2023
BUY
$60.8 - $65.72 $126,403 - $136,631
2,079 New
2,079 $129,000

Others Institutions Holding IMCV

# of Institutions
135
Shares Held
5.34M
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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