Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History

Retirement Planning Group

  • $1.64 Billion
  • Q2 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 16,780 shares of IMCV stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,780
Previous 17,967 6.61%
Holding current value
$1.29 Million
Previous $1.32 Million 3.34%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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More about IMCV
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