New Edge Advisors, LLC Ishares Morningstar Mid Cap Va Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,936 shares of IMCV stock, worth $154,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,936
Previous 945 104.87%
Holding current value
$154,918
Previous $71,000 118.31%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$76.29 - $80.63 $75,603 - $79,904
991 Added 104.87%
1,936 $155,000
Q2 2025

Aug 14, 2025
BUY
$65.1 - $75.98 $325 - $379
5 Added 0.53%
945 $71,000
Q1 2025

May 15, 2025
SELL
$71.9 - $77.57 $5,895 - $6,360
-82 Reduced 8.02%
940 $69,000
Q4 2024

Feb 13, 2025
SELL
$73.19 - $81.02 $1,976 - $2,187
-27 Reduced 2.57%
1,022 $75,000
Q3 2024

Nov 14, 2024
BUY
$69.7 - $76.81 $49,208 - $54,227
706 Added 205.83%
1,049 $80,000
Q2 2024

Aug 15, 2024
SELL
$68.22 - $72.74 $21,352 - $22,767
-313 Reduced 47.71%
343 $24,000
Q1 2024

May 14, 2024
SELL
$65.61 - $72.55 $7,020 - $7,762
-107 Reduced 14.02%
656 $47,000
Q4 2023

Feb 13, 2024
BUY
$57.47 - $68.03 $40,516 - $47,961
705 Added 1215.52%
763 $51,000
Q2 2023

Aug 14, 2023
BUY
$58.79 - $63.7 $58 - $63
1 Added 1.75%
58 $3,000
Q1 2023

May 12, 2023
SELL
$58.6 - $68.24 $117,082 - $136,343
-1,998 Reduced 97.23%
57 $3,000
Q4 2022

Feb 14, 2023
BUY
$56.85 - $65.72 $116,826 - $135,054
2,055 New
2,055 $127,000
Q3 2017

Nov 13, 2017
SELL
$50.07 - $50.36 $1,552 - $1,561
-31 Closed
0 $0
Q2 2017

Aug 16, 2017
BUY
N/A
31
31 $0

Others Institutions Holding IMCV

# of Institutions
172
Shares Held
7.66M
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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