Marietta Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History

Marietta Wealth Management, LLC

  • $727 Million
  • Q2 2025

A detailed history of Marietta Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 81,441 shares of IMCV stock, worth $6.56 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
81,441
Previous 76,747 6.12%
Holding current value
$6.56 Million
Previous $5.69 Million 8.68%
% of portfolio
0.85%
Previous 0.88%

Shares

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

Jul 22, 2025
BUY
$65.1 - $75.98 $305,579 - $356,650
4,694 Added 6.12%
81,441 $6.19 Million
Q1 2025

Apr 22, 2025
BUY
$71.9 - $77.57 $204,267 - $220,376
2,841 Added 3.84%
76,747 $5.69 Million
Q4 2024

Jan 23, 2025
BUY
$73.19 - $81.02 $125,740 - $139,192
1,718 Added 2.38%
73,906 $5.49 Million
Q3 2024

Oct 22, 2024
BUY
$69.7 - $76.81 $97,580 - $107,534
1,400 Added 1.98%
72,188 $5.53 Million
Q2 2024

Jul 19, 2024
BUY
$68.22 - $72.74 $647,748 - $690,666
9,495 Added 15.49%
70,788 $4.97 Million
Q1 2024

Apr 25, 2024
BUY
$65.61 - $72.55 $22,701 - $25,102
346 Added 0.57%
61,293 $4.45 Million
Q4 2023

Jan 30, 2024
BUY
$57.47 - $68.03 $99,825 - $118,168
1,737 Added 2.93%
60,947 $4.13 Million
Q3 2023

Oct 30, 2023
BUY
$60.39 - $66.42 $125,792 - $138,352
2,083 Added 3.65%
59,210 $3.59 Million
Q2 2023

Jul 18, 2023
BUY
$58.79 - $63.7 $308,647 - $334,425
5,250 Added 10.12%
57,127 $3.64 Million
Q1 2023

Apr 27, 2023
BUY
$58.6 - $68.24 $613,073 - $713,926
10,462 Added 25.26%
51,877 $3.21 Million
Q4 2022

Jan 30, 2023
BUY
$56.85 - $65.72 $158,952 - $183,753
2,796 Added 7.24%
41,415 $2.57 Million
Q3 2022

Oct 20, 2022
BUY
$55.94 - $66.86 $204,572 - $244,507
3,657 Added 10.46%
38,619 $2.16 Million
Q2 2022

Aug 08, 2022
SELL
$57.93 - $70.61 $79,827 - $97,300
-1,378 Reduced 3.79%
34,962 $2.08 Million
Q1 2022

Apr 12, 2022
BUY
$64.78 - $70.05 $109,931 - $118,874
1,697 Added 4.9%
36,340 $2.5 Million
Q4 2021

Jan 28, 2022
BUY
$63.47 - $68.54 $111,009 - $119,876
1,749 Added 5.32%
34,643 $2.37 Million
Q3 2021

Nov 12, 2021
BUY
$61.19 - $65.8 $153,954 - $165,552
2,516 Added 8.28%
32,894 $2.08 Million
Q2 2021

Aug 12, 2021
BUY
$62.13 - $66.67 $1.29 Million - $1.39 Million
20,812 Added 217.56%
30,378 $1.95 Million
Q1 2021

May 06, 2021
BUY
$51.27 - $62.78 $6,562 - $8,035
128 Added 1.36%
9,566 $1.76 Million
Q4 2020

Feb 09, 2021
BUY
$43.61 - $52.74 $6,803 - $8,227
156 Added 1.68%
9,438 $1.48 Million
Q3 2020

Nov 04, 2020
SELL
$40.43 - $46.13 $23,206 - $26,478
-574 Reduced 5.82%
9,282 $1.22 Million
Q2 2020

Aug 05, 2020
SELL
$32.91 - $48.11 $220,496 - $322,337
-6,700 Reduced 40.47%
9,856 $1.25 Million
Q1 2020

May 14, 2020
SELL
$30.51 - $56.86 $61,782 - $115,141
-2,025 Reduced 10.9%
16,556 $1.77 Million
Q4 2019

Feb 07, 2020
SELL
$51.29 - $56.23 $2,564 - $2,811
-50 Reduced 0.27%
18,581 $3.14 Million
Q3 2019

Nov 14, 2019
SELL
$49.89 - $54.23 $38,564 - $41,919
-773 Reduced 3.98%
18,631 $3 Million
Q2 2019

Aug 14, 2019
SELL
$49.25 - $53.39 $21,276 - $23,064
-432 Reduced 2.18%
19,404 $3.06 Million
Q1 2019

May 09, 2019
SELL
$46.28 - $52.78 $63,866 - $72,836
-1,380 Reduced 6.5%
19,836 $3.09 Million
Q4 2018

Feb 05, 2019
SELL
$44.07 - $53.87 $193,819 - $236,920
-4,398 Reduced 17.17%
21,216 $2.95 Million
Q3 2018

Nov 13, 2018
BUY
$52.96 - $55.37 $14,246 - $14,894
269 Added 1.06%
25,614 $4.15 Million
Q2 2018

Aug 08, 2018
BUY
$50.91 - $54.18 $41,491 - $44,156
815 Added 3.32%
25,345 $4.03 Million
Q1 2018

May 14, 2018
BUY
$50.62 - $56.12 $29,460 - $32,661
582 Added 2.43%
24,530 $3.83 Million
Q4 2017

Feb 06, 2018
BUY
$50.45 - $53.44 $29,008 - $30,728
575 Added 2.46%
23,948 $3.82 Million
Q3 2017

Nov 13, 2017
BUY
$50.07 - $50.36 $79,861 - $80,324
1,595 Added 7.32%
23,373 $3.53 Million
Q2 2017

Aug 11, 2017
BUY
N/A
21,778
21,778 $3.22 Million

Others Institutions Holding IMCV

# of Institutions
168
Shares Held
6.27M
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
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More about IMCV
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