Madison Wealth Partners, Inc Ishares Morningstar Mid Cap Va Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,983 shares of IMCV stock, worth $718,819. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,983
Previous 8,616 4.26%
Holding current value
$718,819
Previous $654,000 10.24%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 12, 2025
BUY
$76.29 - $80.63 $27,998 - $29,591
367 Added 4.26%
8,983 $721,000
Q2 2025

Jul 29, 2025
BUY
$65.1 - $75.98 $47,002 - $54,857
722 Added 9.15%
8,616 $654,000
Q1 2025

Apr 22, 2025
SELL
$71.9 - $77.57 $36,525 - $39,405
-508 Reduced 6.05%
7,894 $585,000
Q2 2024

Aug 09, 2024
BUY
$68.22 - $72.74 $8,322 - $8,874
122 Added 1.47%
8,402 $590,000
Q1 2024

Apr 29, 2024
SELL
$65.61 - $72.55 $5,773 - $6,384
-88 Reduced 1.05%
8,280 $600,000
Q4 2023

Feb 12, 2024
BUY
$57.47 - $68.03 $18,677 - $22,109
325 Added 4.04%
8,368 $566,000
Q3 2023

Nov 01, 2023
BUY
$60.39 - $66.42 $7,126 - $7,837
118 Added 1.49%
8,043 $487,000
Q2 2023

Jul 20, 2023
BUY
$58.79 - $63.7 $48,972 - $53,062
833 Added 11.75%
7,925 $504,000
Q1 2023

Apr 20, 2023
BUY
$58.6 - $68.24 $105,890 - $123,309
1,807 Added 34.19%
7,092 $438,000
Q4 2022

Jan 24, 2023
BUY
$56.85 - $65.72 $300,452 - $347,330
5,285 New
5,285 $0

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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