Clear Investment Research, LLC Ishares Morningstar Mid Cap Va Transaction History

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024

A detailed history of Clear Investment Research, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Clear Investment Research, LLC holds 1,950 shares of IMCV stock, worth $146,269. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,950
Previous 2,023 3.61%
Holding current value
$146,269
Previous $142,000 4.93%
% of portfolio
0.19%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$69.7 - $76.81 $5,088 - $5,607
-73 Reduced 3.61%
1,950 $149,000
Q2 2024

Aug 08, 2024
BUY
$68.22 - $72.74 $3,752 - $4,000
55 Added 2.79%
2,023 $142,000
Q1 2024

May 02, 2024
BUY
$65.61 - $72.55 $852 - $943
13 Added 0.66%
1,968 $142,000
Q4 2023

Feb 12, 2024
SELL
$57.47 - $68.03 $804 - $952
-14 Reduced 0.71%
1,955 $132,000
Q2 2023

Aug 09, 2023
SELL
$58.79 - $63.7 $16,931 - $18,345
-288 Reduced 12.76%
1,969 $125,000
Q1 2023

May 09, 2023
BUY
$58.6 - $68.24 $124,173 - $144,600
2,119 Added 1535.51%
2,257 $139,000
Q4 2022

Feb 10, 2023
BUY
$56.85 - $65.72 $7,845 - $9,069
138 New
138 $9,000

Others Institutions Holding IMCV

# of Institutions
147
Shares Held
5.16M
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
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email