Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Retirement Planning Group holds 16,633 shares of IMCV stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,633

Previous 16,780 0.88%

Holding current value

$1.33 Million

Previous $1.27 Million 4.87%

% of portfolio

0.07%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$76.29 - $80.63 $11,214 - $11,852	-147 Reduced 0.88%	16,633 $1.34 Million
Q2 2025 Jul 30, 2025	SELL	$65.1 - $75.98 $77,273 - $90,188	-1,187 Reduced 6.61%	16,780 $1.27 Million
Q1 2025 Apr 10, 2025	SELL	$71.9 - $77.57 $81,894 - $88,352	-1,139 Reduced 5.96%	17,967 $1.32 Million
Q4 2024 Feb 18, 2025	BUY	$73.19 - $81.02 $26,787 - $29,653	366 Added 1.95%	19,106 $1.42 Million
Q3 2024 Oct 10, 2024	SELL	$69.7 - $76.81 $298,037 - $328,439	-4,276 Reduced 18.58%	18,740 $1.44 Million

Q2 2024 Jul 12, 2024	SELL	$68.22 - $72.74 $123,751 - $131,950	-1,814 Reduced 7.31%	23,016 $1.62 Million
Q1 2024 Apr 12, 2024	SELL	$65.61 - $72.55 $40,284 - $44,545	-614 Reduced 2.41%	24,830 $1.8 Million
Q4 2023 Jan 12, 2024	SELL	$57.47 - $68.03 $157,237 - $186,130	-2,736 Reduced 9.71%	25,444 $1.72 Million
Q3 2023 Oct 24, 2023	SELL	$60.39 - $66.42 $77,480 - $85,216	-1,283 Reduced 4.35%	28,180 $1.71 Million
Q2 2023 Jul 24, 2023	SELL	$58.79 - $63.7 $186,187 - $201,737	-3,167 Reduced 9.71%	29,463 $1.88 Million
Q1 2023 Apr 19, 2023	SELL	$58.6 - $68.24 $302,200 - $351,913	-5,157 Reduced 13.65%	32,630 $2.02 Million
Q4 2022 Jan 18, 2023	BUY	$56.85 - $65.72 $1.18 Million - $1.36 Million	20,761 Added 121.94%	37,787 $0
Q3 2022 Oct 13, 2022	BUY	$55.94 - $66.86 $952,434 - $1.14 Million	17,026 New	17,026 $952,000

Others Institutions Holding IMCV

# of Institutions

172

Shares Held

7.65M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History