Avion Wealth Ishares Morningstar Mid Cap Et Transaction History

Avion Wealth

$439 Million
Q2 2025

A detailed history of Avion Wealth transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Avion Wealth holds 643 shares of IMCB stock, worth $51,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares

643

Holding current value

$51,562

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$65.41 - $79.66 $42,058 - $51,221	643 New	643 $51,000
Q2 2024 Jul 26, 2024	BUY	$68.23 - $72.35 $43,871 - $46,521	643 New	643 $45,000

Others Institutions Holding IMCB

# of Institutions

203

Shares Held

8.89M

Call Options Held

Put Options Held

Ubs Group Ag

1.26M
Shares

$101 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$95.8 Million
0.01% of portfolio
Rmg Wealth Management LLC Platteville, WI

1.08M
Shares

$86.9 Million
13.48% of portfolio
Lpl Financial LLC Fort Mill, SC

499K
Shares

$40 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

382K
Shares

$30.7 Million
0.04% of portfolio

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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account