Jim Saulnier & Associates, LLC Ishares Morningstar Mid Cap Va Transaction History

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 25,051 shares of IMCV stock, worth $2 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
25,051
Previous 26,375 5.02%
Holding current value
$2 Million
Previous $2 Billion 0.44%
% of portfolio
1.12%
Previous 1.37%

Shares

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

Nov 03, 2025
SELL
$76.29 - $80.63 $101,007 - $106,754
-1,324 Reduced 5.02%
25,051 $2.01 Billion
Q2 2025

Aug 04, 2025
SELL
$65.1 - $75.98 $107,219 - $125,139
-1,647 Reduced 5.88%
26,375 $2 Billion
Q1 2025

Apr 21, 2025
BUY
$71.9 - $77.57 $85,489 - $92,230
1,189 Added 4.43%
28,022 $2.08 Billion
Q4 2024

Jan 22, 2025
BUY
$73.19 - $81.02 $437,895 - $484,742
5,983 Added 28.7%
26,833 $1.99 Billion
Q3 2024

Nov 12, 2024
BUY
$69.7 - $76.81 $1.45 Million - $1.6 Million
20,850 New
20,850 $1.6 Billion

Others Institutions Holding IMCV

# of Institutions
172
Shares Held
7.65M
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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