Atlas Private Wealth Advisors Ishares Morningstar Mid Cap Et Transaction History

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025

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 5,956 shares of IMCB stock, worth $425,258. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,956
Previous 8,854 32.73%
Holding current value
$425,258
Previous $674,000 35.01%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Apr 17, 2025
SELL
$72.01 - $79.94 $208,684 - $231,666
-2,898 Reduced 32.73%
5,956 $438,000
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
199
Shares Held
7.41M
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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