Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Va Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13 shares of IMCV stock, worth $983. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 13 -0.0%

Holding current value

$983

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$65.61 - $72.55 $44,942 - $49,696	-685 Reduced 98.14%	13 $0
Q4 2023 Feb 12, 2024	BUY	$57.47 - $68.03 $39,366 - $46,600	685 Added 5269.23%	698 $47,000
Q1 2023 May 15, 2023	BUY	$58.6 - $68.24 $761 - $887	13 New	13 $0
Q1 2022 May 02, 2022	BUY	$64.78 - $70.05 $3,498 - $3,782	54 New	54 $4,000
Q4 2018 Jan 15, 2019	SELL	$44.07 - $53.87 $9,210 - $11,258	-209 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	$52.96 - $55.37 $4,766 - $4,983	-90 Reduced 30.1%	209 $34,000
Q1 2018 Apr 20, 2018	BUY	$50.62 - $56.12 $5,973 - $6,622	118 Added 65.19%	299 $46,000
Q4 2017 Jan 19, 2018	BUY	$50.45 - $53.44 $4,590 - $4,863	91 Added 101.11%	181 $28,000
Q4 2016 Nov 22, 2017	BUY	N/A	90	90 $13,000

Others Institutions Holding IMCV

# of Institutions

150

Shares Held

5.52M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Va Transaction History