Kestra Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 8,679 shares of IMCV stock, worth $694,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,679
Previous 7,562 14.77%
Holding current value
$694,493
Previous $574,000 21.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$76.29 - $80.63 $85,215 - $90,063
1,117 Added 14.77%
8,679 $697,000
Q2 2025

Aug 14, 2025
BUY
$65.1 - $75.98 $134,822 - $157,354
2,071 Added 37.72%
7,562 $574,000
Q1 2025

May 14, 2025
BUY
$71.9 - $77.57 $1,366 - $1,473
19 Added 0.35%
5,491 $407,000
Q4 2024

Feb 10, 2025
BUY
$73.19 - $81.02 $1,683 - $1,863
23 Added 0.42%
5,472 $406,000
Q3 2024

Nov 13, 2024
SELL
$69.7 - $76.81 $906 - $998
-13 Reduced 0.24%
5,449 $417,000
Q2 2024

Aug 14, 2024
SELL
$68.22 - $72.74 $34,587 - $36,879
-507 Reduced 8.49%
5,462 $383,000
Q1 2024

May 15, 2024
BUY
$65.61 - $72.55 $3,346 - $3,700
51 Added 0.86%
5,969 $433,000
Q4 2023

Feb 14, 2024
BUY
$57.47 - $68.03 $100,112 - $118,508
1,742 Added 41.71%
5,918 $400,000
Q3 2023

Nov 09, 2023
SELL
$60.39 - $66.42 $79,594 - $87,541
-1,318 Reduced 23.99%
4,176 $253,000
Q2 2023

Aug 11, 2023
SELL
$58.79 - $63.7 $89,243 - $96,696
-1,518 Reduced 21.65%
5,494 $349,000
Q1 2023

May 12, 2023
BUY
$58.6 - $68.24 $75,418 - $87,824
1,287 Added 22.48%
7,012 $433,000
Q4 2022

Jan 31, 2023
BUY
$56.85 - $65.72 $24,047 - $27,799
423 Added 7.98%
5,725 $355,000
Q3 2022

Nov 01, 2022
BUY
$55.94 - $66.86 $38,822 - $46,400
694 Added 15.06%
5,302 $297 Million
Q2 2022

Aug 12, 2022
BUY
$57.93 - $70.61 $87,763 - $106,974
1,515 Added 48.98%
4,608 $274,000
Q1 2022

Apr 26, 2022
SELL
$64.78 - $70.05 $21,247 - $22,976
-328 Reduced 9.59%
3,093 $213,000
Q4 2021

Jan 20, 2022
SELL
$63.47 - $68.54 $9,837 - $10,623
-155 Reduced 4.33%
3,421 $233,000
Q3 2021

Oct 19, 2021
BUY
$61.19 - $65.8 $795 - $855
13 Added 0.36%
3,576 $226,000
Q2 2021

Jul 28, 2021
BUY
$62.13 - $66.67 $221,369 - $237,545
3,563 New
3,563 $228,000

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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