Atria Wealth Solutions, Inc. Ishares Morningstar Mid Cap Et Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,727 shares of IMCB stock, worth $714,566. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,727
Previous 55,733 84.34%
Holding current value
$714,566
Previous $4.13 Million 83.16%
% of portfolio
0.02%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$65.41 - $79.66 $3.07 Million - $3.74 Million
-47,006 Reduced 84.34%
8,727 $695,000
Q1 2025

May 09, 2025
SELL
$72.01 - $79.94 $14,978 - $16,627
-208 Reduced 0.37%
55,733 $4.13 Million
Q4 2024

Jan 31, 2025
SELL
$75.22 - $82.17 $1,278 - $1,396
-17 Reduced 0.03%
55,941 $4.26 Million
Q3 2024

Nov 08, 2024
SELL
$68.79 - $76.02 $39,210 - $43,331
-570 Reduced 1.01%
55,958 $4.25 Million
Q2 2024

Jul 22, 2024
BUY
$68.23 - $72.35 $5,663 - $6,005
83 Added 0.15%
56,528 $3.96 Million
Q1 2024

May 13, 2024
BUY
$65.15 - $72.83 $8,404 - $9,395
129 Added 0.23%
56,445 $4.11 Million
Q4 2023

Feb 02, 2024
SELL
$56.23 - $67.47 $60,503 - $72,597
-1,076 Reduced 1.87%
56,316 $3.78 Million
Q3 2023

Nov 08, 2023
BUY
$59.24 - $65.55 $58,055 - $64,239
980 Added 1.74%
57,392 $3.43 Million
Q2 2023

Aug 03, 2023
BUY
$58.45 - $63.29 $158,224 - $171,326
2,707 Added 5.04%
56,412 $3.57 Million
Q1 2023

Aug 22, 2023
SELL
$57.52 - $65.42 $67,758 - $77,064
-1,178 Reduced 2.09%
55,234 $3.35 Million
Q1 2023

Jun 14, 2023
SELL
$57.52 - $65.42 $87,948 - $100,027
-1,529 Reduced 2.77%
53,705 $3.26 Million
Q1 2023

May 10, 2023
BUY
$57.52 - $65.42 $87,948 - $100,027
1,529 Added 2.85%
55,234 $3.35 Million
Q4 2022

Aug 30, 2023
SELL
$53.66 - $62.35 $145,257 - $168,781
-2,707 Reduced 4.8%
53,705 $3.15 Million
Q4 2022

Feb 13, 2023
BUY
$53.66 - $62.35 $12,556 - $14,589
234 Added 0.44%
53,705 $3.15 Million
Q3 2022

Nov 14, 2022
BUY
$53.88 - $64.86 $187,179 - $225,323
3,474 Added 6.95%
53,471 $2.88 Million
Q2 2022

Aug 15, 2022
BUY
$54.49 - $67.75 $2.11 Million - $2.63 Million
38,793 Added 346.24%
49,997 $2.82 Million
Q1 2022

May 16, 2022
BUY
$62.82 - $71.22 $703,835 - $797,948
11,204 New
11,204 $754,000

Others Institutions Holding IMCB

# of Institutions
201
Shares Held
8.74M
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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