A detailed history of Db Wealth Management Group, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 9,052 shares of IMCB stock, worth $717,371. This represents 0.36% of its overall portfolio holdings.

Number of Shares
9,052
Previous 8,662 4.5%
Holding current value
$717,371
Previous $517,000 17.41%
% of portfolio
0.36%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

BUY
$56.23 - $67.47 $21,929 - $26,313
390 Added 4.5%
9,052 $607,000
Q3 2023

Nov 09, 2023

BUY
$59.24 - $65.55 $22,096 - $24,450
373 Added 4.5%
8,662 $517,000
Q2 2023

Aug 10, 2023

SELL
$58.45 - $63.29 $467 - $506
-8 Reduced 0.1%
8,289 $524,000
Q1 2023

May 12, 2023

SELL
$57.52 - $65.42 $12,136 - $13,803
-211 Reduced 2.48%
8,297 $503,000
Q4 2022

Feb 13, 2023

BUY
$53.66 - $62.35 $8,853 - $10,287
165 Added 1.98%
8,508 $499,000
Q3 2022

Nov 09, 2022

BUY
$53.88 - $64.86 $36,800 - $44,299
683 Added 8.92%
8,343 $450,000
Q2 2022

Aug 11, 2022

BUY
$54.49 - $67.75 $23,158 - $28,793
425 Added 5.87%
7,660 $432,000
Q1 2022

May 12, 2022

SELL
$62.82 - $71.22 $6,282 - $7,122
-100 Reduced 1.36%
7,235 $487,000
Q4 2021

Feb 09, 2022

SELL
$66.65 - $72.78 $14,929 - $16,302
-224 Reduced 2.96%
7,335 $521,000
Q2 2021

Aug 04, 2021

BUY
$63.61 - $67.29 $360,605 - $381,467
5,669 Added 299.95%
7,559 $507,000
Q1 2021

May 06, 2021

BUY
$57.59 - $63.79 $5,125 - $5,677
89 Added 4.94%
1,890 $475,000
Q4 2020

Feb 03, 2021

BUY
$49.49 - $58.54 $89,131 - $105,430
1,801 New
1,801 $422,000

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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