Trivant Custom Portfolio Group, LLC Ishares Morningstar Mid Cap Va Transaction History

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q1 2025

A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 5,001 shares of IMCV stock, worth $352,220. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,001
Previous 3,931 27.22%
Holding current value
$352,220
Previous $292 Million 27.1%
% of portfolio
0.21%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$71.9 - $77.57 $76,933 - $82,999
1,070 Added 27.22%
5,001 $371 Million
Q4 2024

Jan 15, 2025
BUY
$73.19 - $81.02 $7,465 - $8,264
102 Added 2.66%
3,931 $292 Million
Q3 2024

Oct 04, 2024
BUY
$69.7 - $76.81 $3,624 - $3,994
52 Added 1.38%
3,829 $293 Million
Q2 2024

Jul 17, 2024
BUY
$68.22 - $72.74 $1,841 - $1,963
27 Added 0.72%
3,777 $265 Million
Q1 2024

Apr 17, 2024
BUY
$65.61 - $72.55 $6,232 - $6,892
95 Added 2.6%
3,750 $272 Million
Q4 2023

Jan 25, 2024
SELL
$57.47 - $68.03 $23,562 - $27,892
-410 Reduced 10.09%
3,655 $248 Million
Q3 2023

Nov 02, 2023
BUY
$60.39 - $66.42 $11,353 - $12,486
188 Added 4.85%
4,065 $246 Million
Q2 2023

Jul 26, 2023
BUY
$58.79 - $63.7 $30,747 - $33,315
523 Added 15.59%
3,877 $247 Million
Q1 2023

May 19, 2023
BUY
$58.6 - $68.24 $196,544 - $228,876
3,354 New
3,354 $208 Million

Others Institutions Holding IMCV

# of Institutions
152
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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