Bogart Wealth, LLC Ishares Morningstar Mid Cap Va Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Bogart Wealth, LLC holds 465 shares of IMCV stock, worth $37,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465
Previous 464 0.22%
Holding current value
$37,209
Previous $35,000 5.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
$76.29 - $80.63 $76 - $80
1 Added 0.22%
465 $37,000
Q2 2025

Jul 29, 2025
BUY
$65.1 - $75.98 $65 - $75
1 Added 0.22%
464 $35,000
Q1 2025

May 01, 2025
BUY
$71.9 - $77.57 $33,289 - $35,914
463 New
463 $34,000
Q3 2023

Oct 30, 2023
SELL
$60.39 - $66.42 $1,026 - $1,129
-17 Reduced 53.13%
15 $0
Q2 2023

Jul 28, 2023
SELL
$58.79 - $63.7 $470 - $509
-8 Reduced 20.0%
32 $2,000
Q1 2023

Apr 21, 2023
BUY
$58.6 - $68.24 $410 - $477
7 Added 21.21%
40 $2,000
Q4 2022

Feb 06, 2023
BUY
$56.85 - $65.72 $1,876 - $2,168
33 New
33 $2,000

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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