James J. Burns & Company, LLC Ishares Morningstar Mid Cap Va Transaction History

James J. Burns & Company, LLC

  • $609 Million
  • Q2 2025

A detailed history of James J. Burns & Company, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, James J. Burns & Company, LLC holds 20,510 shares of IMCV stock, worth $1.58 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,510
Previous 6,119 235.19%
Holding current value
$1.58 Million
Previous $449,000 246.99%
% of portfolio
0.26%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$65.1 - $75.98 $936,854 - $1.09 Million
14,391 Added 235.19%
20,510 $1.56 Million
Q1 2025

Apr 08, 2025
SELL
$71.9 - $77.57 $25,093 - $27,071
-349 Reduced 5.4%
6,119 $449,000
Q4 2024

Jan 24, 2025
BUY
$73.19 - $81.02 $2,342 - $2,592
32 Added 0.5%
6,468 $480,000
Q3 2024

Oct 30, 2024
BUY
$69.7 - $76.81 $2,230 - $2,457
32 Added 0.5%
6,436 $493,000
Q2 2024

Jul 17, 2024
BUY
$68.22 - $72.74 $436,880 - $465,826
6,404 New
6,404 $450,000
Q4 2023

Feb 13, 2024
BUY
$57.47 - $68.03 $3,333 - $3,945
58 Added 0.98%
5,964 $403,000
Q3 2023

Nov 07, 2023
SELL
$60.39 - $66.42 $36,656 - $40,316
-607 Reduced 9.32%
5,906 $358,000
Q2 2023

Jul 27, 2023
SELL
$58.79 - $63.7 $386,015 - $418,254
-6,566 Reduced 50.2%
6,513 $415,000
Q1 2023

Apr 24, 2023
BUY
$58.6 - $68.24 $532,849 - $620,506
9,093 Added 228.12%
13,079 $810,000
Q4 2022

Feb 02, 2023
BUY
$56.85 - $65.72 $226,604 - $261,959
3,986 New
3,986 $247,000

Others Institutions Holding IMCV

# of Institutions
168
Shares Held
6.21M
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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