Copia Wealth Management Ishares Morningstar Mid Cap Et Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Copia Wealth Management holds 10 shares of IMCB stock, worth $759. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$759

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$72.01 - $79.94 $720 - $799	10 New	10 $741,000

Others Institutions Holding IMCB

# of Institutions

194

Shares Held

7.58M

Call Options Held

Put Options Held

Ubs Group Ag

1.26M
Shares

$95.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$34.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

399K
Shares

$30.3 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

322K
Shares

$24.4 Million
0.01% of portfolio

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

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