A detailed history of Clear Point Advisors Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Clear Point Advisors Inc. holds 1,802 shares of IMCB stock, worth $125,959. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,802
Previous 2,001 9.95%
Holding current value
$125,959
Previous $134 Million 2.3%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$65.15 - $72.83 $12,964 - $14,493
-199 Reduced 9.95%
1,802 $131 Million
Q4 2023

May 15, 2024

BUY
$56.23 - $67.47 $112,516 - $135,007
2,001 New
2,001 $134 Million

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.