Caliber Wealth Management, LLC / Ks Ishares Morningstar Mid Cap Va Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 25,146 shares of IMCV stock, worth $2.01 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
25,146
Previous 25,541 1.55%
Holding current value
$2.01 Million
Previous $1.94 Billion 4.12%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Nov 05, 2025
SELL
$76.29 - $80.63 $30,134 - $31,848
-395 Reduced 1.55%
25,146 $2.02 Billion
Q2 2025

Jul 30, 2025
SELL
$65.1 - $75.98 $3,971 - $4,634
-61 Reduced 0.24%
25,541 $1.94 Billion
Q1 2025

May 06, 2025
BUY
$71.9 - $77.57 $1.84 Million - $1.99 Million
25,602 New
25,602 $1.9 Billion

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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