A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,431 shares of IMCV stock, worth $407,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,431
Previous 5,465 0.62%
Holding current value
$407,379
Previous $383,000 8.62%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$69.7 - $76.81 $2,369 - $2,611
-34 Reduced 0.62%
5,431 $416,000
Q2 2024

Aug 08, 2024

SELL
$68.22 - $72.74 $14,257 - $15,202
-209 Reduced 3.68%
5,465 $383,000
Q1 2024

Apr 30, 2024

SELL
$65.61 - $72.55 $8,529 - $9,431
-130 Reduced 2.24%
5,674 $411,000
Q4 2023

Jan 31, 2024

BUY
$57.47 - $68.03 $19,424 - $22,994
338 Added 6.18%
5,804 $393,000
Q3 2023

Oct 24, 2023

BUY
$60.39 - $66.42 $95,536 - $105,076
1,582 Added 40.73%
5,466 $331,000
Q2 2023

Jul 27, 2023

SELL
$58.79 - $63.7 $13,404 - $14,523
-228 Reduced 5.54%
3,884 $247,000
Q1 2023

May 03, 2023

BUY
$58.6 - $68.24 $240,963 - $280,602
4,112 New
4,112 $254,000

Others Institutions Holding IMCV

About ISHARES MORNINGSTAR MID CAP VA


  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
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