Evolution Wealth Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 4,000 shares of IMCB stock, worth $320,760. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$320,760
Previous $296,000 7.43%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$75.22 - $82.17 $300,880 - $328,680
4,000 New
4,000 $304,000
Q1 2024

Apr 19, 2024
BUY
$65.15 - $72.83 $260,600 - $291,320
4,000 New
4,000 $291,000
Q1 2022

Apr 29, 2022
SELL
$62.82 - $71.22 $502,560 - $569,760
-8,000 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$66.65 - $72.78 $533,200 - $582,240
8,000 New
8,000 $0

Others Institutions Holding IMCB

# of Institutions
203
Shares Held
8.94M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

IMCB Quotes by TradingView
  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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