Epg Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,423 shares of IMCB stock, worth $116,543. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,423

Previous 0 Infinity%

Holding current value

$116,543

Previous $0 Infinity%

% of portfolio

0.03%

Previous 100.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$68.79 - $76.02 $97,888 - $108,176	1,423 New	1,423 $108 Million
Q2 2024 Aug 13, 2024	SELL	$68.23 - $72.35 $97,091 - $102,954	-1,423 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$65.15 - $72.83 $2,606 - $2,913	40 Added 2.89%	1,423 $103,000
Q4 2023 Feb 14, 2024	BUY	$56.23 - $67.47 $1,743 - $2,091	31 Added 2.29%	1,383 $92,000
Q3 2022 Nov 15, 2022	BUY	$53.88 - $64.86 $72,845 - $87,690	1,352 New	1,352 $73,000
Q2 2022 Aug 15, 2022	SELL	$54.49 - $67.75 $68,657 - $85,365	-1,260 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$62.82 - $71.22 $79,153 - $89,737	-1,260 Reduced 50.0%	1,260 $85,000
Q3 2021 Nov 15, 2021	BUY	$64.6 - $69.96 $162,792 - $176,299	2,520 New	2,520 $168,000

Others Institutions Holding IMCB

# of Institutions

195

Shares Held

7.2M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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Epg Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History