Portside Wealth Group, LLC Ishares Morningstar Mid Cap Et Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Portside Wealth Group, LLC holds 24,746 shares of IMCB stock, worth $1.98 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
24,746
Previous 25,195 1.78%
Holding current value
$1.98 Million
Previous $1.92 Billion 1.78%
% of portfolio
0.33%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$75.22 - $82.17 $33,773 - $36,894
-449 Reduced 1.78%
24,746 $1.88 Billion
Q3 2024

Oct 31, 2024
BUY
$68.79 - $76.02 $174,382 - $192,710
2,535 Added 11.19%
25,195 $1.92 Billion
Q2 2024

Jul 18, 2024
BUY
$68.23 - $72.35 $1.55 Million - $1.64 Million
22,660 New
22,660 $1.59 Billion

Others Institutions Holding IMCB

# of Institutions
196
Shares Held
7.24M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

IMCB Quotes by TradingView
  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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