Surevest, LLC Ishares Morningstar Mid Cap Va Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Surevest, LLC holds 70,723 shares of IMCV stock, worth $5.37 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
70,723
Previous 65,980 7.19%
Holding current value
$5.37 Million
Previous $3.92 Million 1.0%
% of portfolio
1.08%
Previous 1.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$55.94 - $66.86 $265,323 - $317,116
4,743 Added 7.19%
70,723 $3.96 Million
Q2 2022

Aug 15, 2022
BUY
$57.93 - $70.61 $61,985 - $75,552
1,070 Added 1.65%
65,980 $3.92 Million
Q1 2022

May 16, 2022
BUY
$64.78 - $70.05 $4.01 Million - $4.33 Million
61,863 Added 2030.29%
64,910 $4.47 Million
Q4 2021

Feb 11, 2022
BUY
$63.47 - $68.54 $193,393 - $208,841
3,047 New
3,047 $208,000

Others Institutions Holding IMCV

# of Institutions
150
Shares Held
5.59M
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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