Cahill Financial Advisors Inc Ishares Morningstar Mid Cap Va Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 4,274 shares of IMCV stock, worth $314,010. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,274

Previous 4,244 0.71%

Holding current value

$314,010

Previous $325,000 2.46%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$73.19 - $81.02 $2,195 - $2,430	30 Added 0.71%	4,274 $317,000
Q3 2024 Nov 12, 2024	BUY	$69.7 - $76.81 $2,091 - $2,304	30 Added 0.71%	4,244 $325,000
Q2 2024 Aug 06, 2024	BUY	$68.22 - $72.74 $1,500 - $1,600	22 Added 0.52%	4,214 $295,000
Q1 2024 May 13, 2024	BUY	$65.61 - $72.55 $1,246 - $1,378	19 Added 0.46%	4,192 $304,000
Q4 2023 Feb 13, 2024	BUY	$57.47 - $68.03 $3,390 - $4,013	59 Added 1.43%	4,173 $282,000
Q2 2023 Aug 14, 2023	BUY	$58.79 - $63.7 $1,058 - $1,146	18 Added 0.44%	4,114 $262,000
Q1 2023 May 11, 2023	BUY	$58.6 - $68.24 $1,406 - $1,637	24 Added 0.59%	4,096 $253,000
Q4 2022 Feb 14, 2023	BUY	$56.85 - $65.72 $3,354 - $3,877	59 Added 1.47%	4,072 $252,000
Q3 2022 Nov 14, 2022	BUY	$55.94 - $66.86 $224,487 - $268,309	4,013 New	4,013 $224,000

Others Institutions Holding IMCV

# of Institutions

150

Shares Held

5.58M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Cahill Financial Advisors Inc Ishares Morningstar Mid Cap Va Transaction History