Creative Planning Ishares Morningstar Mid Cap Et Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Creative Planning holds 3,974 shares of IMCB stock, worth $324,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,974

Previous 4,592 13.46%

Holding current value

$324,278

Previous $365,000 9.59%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$79.58 - $83.45 $49,180 - $51,572	-618 Reduced 13.46%	3,974 $330,000
Q2 2025 Aug 08, 2025	BUY	$65.41 - $79.66 $36,760 - $44,768	562 Added 13.95%	4,592 $365,000
Q1 2025 May 15, 2025	BUY	$72.01 - $79.94 $40,109 - $44,526	557 Added 16.04%	4,030 $298,000
Q4 2024 Feb 14, 2025	SELL	$75.22 - $82.17 $827 - $903	-11 Reduced 0.32%	3,473 $264,000
Q3 2024 Oct 11, 2024	BUY	$68.79 - $76.02 $756 - $836	11 Added 0.32%	3,484 $264,000

Q1 2024 May 10, 2024	BUY	$65.15 - $72.83 $226,265 - $252,938	3,473 New	3,473 $252,000

Others Institutions Holding IMCB

# of Institutions

217

Shares Held

9.53M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Morningstar Mid Cap Et Transaction History