Ci Private Wealth, LLC Ishares Morningstar Mid Cap Et Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,450 shares of IMCB stock, worth $757,795. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,450
Previous 7,848 20.41%
Holding current value
$757,795
Previous $581,000 29.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2025
BUY
$65.41 - $79.66 $104,786 - $127,615
1,602 Added 20.41%
9,450 $752,000
Q1 2025

May 14, 2025
SELL
$72.01 - $79.94 $181,897 - $201,928
-2,526 Reduced 24.35%
7,848 $581,000
Q4 2024

Feb 10, 2025
SELL
$75.22 - $82.17 $399,418 - $436,322
-5,310 Reduced 33.86%
10,374 $789,000
Q3 2024

Nov 12, 2024
SELL
$68.79 - $76.02 $1.84 Million - $2.03 Million
-26,724 Reduced 63.02%
15,684 $1.19 Million
Q2 2024

Aug 13, 2024
SELL
$68.23 - $72.35 $24,631 - $26,118
-361 Reduced 0.84%
42,408 $2.97 Million
Q1 2024

May 09, 2024
BUY
$65.15 - $72.83 $103,979 - $116,236
1,596 Added 3.88%
42,769 $3.11 Million
Q4 2023

Feb 09, 2024
BUY
$56.23 - $67.47 $277,213 - $332,627
4,930 Added 13.6%
41,173 $2.76 Million
Q3 2023

Nov 03, 2023
SELL
$59.24 - $65.55 $225,348 - $249,352
-3,804 Reduced 9.5%
36,243 $2.16 Million
Q2 2023

Aug 10, 2023
BUY
$58.45 - $63.29 $74,582 - $80,758
1,276 Added 3.29%
40,047 $2.53 Million
Q1 2023

May 15, 2023
SELL
$57.52 - $65.42 $133,446 - $151,774
-2,320 Reduced 5.65%
38,771 $2.35 Million
Q4 2022

Feb 15, 2023
BUY
$53.66 - $62.35 $2.2 Million - $2.56 Million
41,091 New
41,091 $2.41 Million

Others Institutions Holding IMCB

# of Institutions
204
Shares Held
9.11M
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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