Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History

Retirement Planning Group

$1.66 Billion
Q4 2024

A detailed history of Retirement Planning Group transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Retirement Planning Group holds 19,106 shares of IMCV stock, worth $1.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,106

Previous 18,740 1.95%

Holding current value

$1.4 Million

Previous $1.44 Million 1.25%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$73.19 - $81.02 $26,787 - $29,653	366 Added 1.95%	19,106 $1.42 Million
Q3 2024 Oct 10, 2024	SELL	$69.7 - $76.81 $298,037 - $328,439	-4,276 Reduced 18.58%	18,740 $1.44 Million
Q2 2024 Jul 12, 2024	SELL	$68.22 - $72.74 $123,751 - $131,950	-1,814 Reduced 7.31%	23,016 $1.62 Million
Q1 2024 Apr 12, 2024	SELL	$65.61 - $72.55 $40,284 - $44,545	-614 Reduced 2.41%	24,830 $1.8 Million
Q4 2023 Jan 12, 2024	SELL	$57.47 - $68.03 $157,237 - $186,130	-2,736 Reduced 9.71%	25,444 $1.72 Million
Q3 2023 Oct 24, 2023	SELL	$60.39 - $66.42 $77,480 - $85,216	-1,283 Reduced 4.35%	28,180 $1.71 Million
Q2 2023 Jul 24, 2023	SELL	$58.79 - $63.7 $186,187 - $201,737	-3,167 Reduced 9.71%	29,463 $1.88 Million
Q1 2023 Apr 19, 2023	SELL	$58.6 - $68.24 $302,200 - $351,913	-5,157 Reduced 13.65%	32,630 $2.02 Million
Q4 2022 Jan 18, 2023	BUY	$56.85 - $65.72 $1.18 Million - $1.36 Million	20,761 Added 121.94%	37,787 $0
Q3 2022 Oct 13, 2022	BUY	$55.94 - $66.86 $952,434 - $1.14 Million	17,026 New	17,026 $952,000

Others Institutions Holding IMCV

# of Institutions

150

Shares Held

5.58M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Retirement Planning Group Ishares Morningstar Mid Cap Va Transaction History