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

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 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 1,407 shares of IMCV stock, worth $101,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,407

Previous 2,010 30.0%

Holding current value

$101,866

Previous $154,000 32.47%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$73.19 - $81.02 $44,133 - $48,855	-603 Reduced 30.0%	1,407 $104,000
Q3 2024 Nov 14, 2024	SELL	$69.7 - $76.81 $3,415 - $3,763	-49 Reduced 2.38%	2,010 $154,000
Q2 2024 Aug 14, 2024	SELL	$68.22 - $72.74 $35,951 - $38,333	-527 Reduced 20.38%	2,059 $144,000
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	$56.85 - $65.72 $118,191 - $136,631	2,079 New	2,079 $129,000

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

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