Level Four Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History

Level Four Advisory Services, LLC

$2.66 Billion
Q3 2025

A detailed history of Level Four Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 12,367 shares of IMCV stock, worth $989,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,367

Previous 12,367 -0.0%

Holding current value

$989,607

Previous $939,000 5.75%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$65.1 - $75.98 $65 - $75	1 Added 0.01%	12,367 $939,000
Q1 2025 May 14, 2025	BUY	$71.9 - $77.57 $71 - $77	1 Added 0.01%	12,366 $917,000
Q4 2024 Feb 12, 2025	SELL	$73.19 - $81.02 $16,248 - $17,986	-222 Reduced 1.76%	12,365 $918,000
Q3 2024 Nov 14, 2024	BUY	$69.7 - $76.81 $139 - $153	2 Added 0.02%	12,587 $964,000
Q2 2024 Aug 09, 2024	BUY	$68.22 - $72.74 $204 - $218	3 Added 0.02%	12,585 $883,000

Q4 2021 Feb 11, 2022	BUY	$63.47 - $68.54 $20,754 - $22,412	327 Added 2.67%	12,582 $859,000
Q2 2021 Aug 09, 2021	BUY	$62.13 - $66.67 $507,602 - $544,693	8,170 Added 200.0%	12,255 $787,000
Q2 2020 Aug 17, 2020	BUY	$32.91 - $48.11 $134,437 - $196,529	4,085 New	4,085 $516,000
Q2 2020 Jul 27, 2020	SELL	$32.91 - $48.11 $134,437 - $196,529	-4,085 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$49.25 - $53.39 $935 - $1,014	-19 Reduced 0.46%	4,085 $643,000
Q1 2019 May 15, 2019	SELL	$46.28 - $52.78 $61,830 - $70,514	-1,336 Reduced 24.56%	4,104 $639,000
Q1 2018 May 14, 2018	SELL	$50.62 - $56.12 $6,681 - $7,407	-132 Reduced 2.37%	5,440 $848,000
Q4 2017 Feb 13, 2018	BUY	$50.45 - $53.44 $17,758 - $18,810	352 Added 6.74%	5,572 $889,000
Q3 2017 Apr 03, 2018	BUY	$50.07 - $50.36 $11,015 - $11,079	220 Added 4.4%	5,220 $789,000
Q3 2017 Nov 15, 2017	SELL	$50.07 - $50.36 $11,015 - $11,079	-220 Reduced 4.21%	5,000 $758,000
Q1 2017 Sep 20, 2017	BUY	N/A	5,220	5,220 $766,000

Others Institutions Holding IMCV

# of Institutions

172

Shares Held

7.66M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Level Four Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History