Summit Financial, LLC Ishares Morningstar Mid Cap Va Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Summit Financial, LLC holds 2,922 shares of IMCV stock, worth $233,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,922
Previous 3,028 3.5%
Holding current value
$233,818
Previous $230,000 1.74%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$76.29 - $80.63 $8,086 - $8,546
-106 Reduced 3.5%
2,922 $234,000
Q2 2025

Aug 13, 2025
BUY
$65.1 - $75.98 $976 - $1,139
15 Added 0.5%
3,028 $230,000
Q1 2025

May 14, 2025
BUY
$71.9 - $77.57 $216,634 - $233,718
3,013 New
3,013 $223,000

Others Institutions Holding IMCV

# of Institutions
173
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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