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

Clearwater Capital Advisors, LLC

$967 Million
Q4 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 3,446 shares of IMCB stock, worth $259,587. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,446

Previous 3,646 5.49%

Holding current value

$259,587

Previous $277,000 5.42%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$75.22 - $82.17 $15,044 - $16,434	-200 Reduced 5.49%	3,446 $262,000
Q2 2023 Aug 08, 2023	SELL	$58.45 - $63.29 $14,612 - $15,822	-250 Reduced 6.42%	3,646 $230,000
Q4 2021 Jan 26, 2022	SELL	$66.65 - $72.78 $3,999 - $4,366	-60 Reduced 1.52%	3,896 $277,000
Q2 2021 Aug 04, 2021	BUY	$63.61 - $67.29 $188,730 - $199,649	2,967 Added 300.0%	3,956 $265,000
Q1 2021 Apr 21, 2021	SELL	$57.59 - $63.79 $3,512 - $3,891	-61 Reduced 5.81%	989 $249,000
Q3 2020 Oct 16, 2020	BUY	$45.9 - $52.31 $48,195 - $54,925	1,050 New	1,050 $210,000
Q1 2020 Apr 15, 2020	SELL	$32.1 - $54.4 $43,495 - $73,712	-1,355 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	N/A	-90 Reduced 6.23%	1,355 $263,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,445	1,445 $245,000

Others Institutions Holding IMCB

# of Institutions

199

Shares Held

7.39M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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Clearwater Capital Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History