Capital Planning Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 7,006 shares of IMCB stock, worth $560,059. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,006
Previous 5,863 19.5%
Holding current value
$560,059
Previous $445,000 19.78%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jan 17, 2025
BUY
$75.22 - $82.17 $85,976 - $93,920
1,143 Added 19.5%
7,006 $533,000
Q3 2024

Nov 12, 2024
BUY
$68.79 - $76.02 $50,698 - $56,026
737 Added 14.38%
5,863 $445,000
Q2 2024

Aug 12, 2024
BUY
$68.23 - $72.35 $108,690 - $115,253
1,593 Added 45.09%
5,126 $359,000
Q1 2024

May 15, 2024
BUY
$65.15 - $72.83 $230,174 - $257,308
3,533 New
3,533 $257,000

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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