Atlas Private Wealth Advisors Ishares Morningstar Mid Cap Et Transaction History

Atlas Private Wealth Advisors

$688 Million
Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 8,854 shares of IMCB stock, worth $707,788. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,854

Previous 7,556 17.18%

Holding current value

$707,788

Previous $574,000 17.42%

% of portfolio

0.1%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$75.22 - $82.17 $97,635 - $106,656	1,298 Added 17.18%	8,854 $674,000
Q3 2024 Oct 08, 2024	BUY	$68.79 - $76.02 $93,004 - $102,779	1,352 Added 21.79%	7,556 $574,000
Q2 2024 Jul 12, 2024	BUY	$68.23 - $72.35 $423,298 - $448,859	6,204 New	6,204 $434,000
Q4 2021 Apr 21, 2022	SELL	$66.65 - $72.78 $63,850 - $69,723	-958 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$64.6 - $69.96 $11,627 - $12,592	-180 Reduced 15.82%	958 $64,000
Q2 2021 Aug 02, 2021	BUY	$63.61 - $67.29 $54,004 - $57,129	849 Added 293.77%	1,138 $76,000
Q1 2021 Apr 28, 2021	BUY	$57.59 - $63.79 $1,151 - $1,275	20 Added 7.43%	289 $73,000
Q4 2020 Jan 29, 2021	SELL	$49.49 - $58.54 $494 - $585	-10 Reduced 3.58%	269 $63,000
Q2 2020 Aug 14, 2020	BUY	$35.81 - $50.15 $9,990 - $13,991	279 New	279 $51,000

Others Institutions Holding IMCB

# of Institutions

196

Shares Held

7.24M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Account

Atlas Private Wealth Advisors Ishares Morningstar Mid Cap Et Transaction History