Financial Perspectives, Inc Ishares Morningstar Mid Cap Et Transaction History

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,383 shares of IMCB stock, worth $520,852. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,383
Previous 6,138 3.99%
Holding current value
$520,852
Previous $489 Million 8.42%
% of portfolio
0.15%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$79.58 - $83.45 $19,497 - $20,445
245 Added 3.99%
6,383 $530 Million
Q2 2025

Jul 29, 2025
BUY
$65.41 - $79.66 $15,894 - $19,357
243 Added 4.12%
6,138 $489 Million
Q1 2025

Apr 18, 2025
BUY
$72.01 - $79.94 $66,753 - $74,104
927 Added 18.66%
5,895 $437 Million
Q4 2024

Jan 31, 2025
BUY
$75.22 - $82.17 $15,946 - $17,420
212 Added 4.46%
4,968 $378 Million
Q3 2024

Oct 17, 2024
BUY
$68.79 - $76.02 $18,986 - $20,981
276 Added 6.16%
4,756 $362 Million
Q2 2024

Aug 09, 2024
BUY
$68.23 - $72.35 $10,848 - $11,503
159 Added 3.68%
4,480 $314 Million
Q1 2024

Apr 19, 2024
BUY
$65.15 - $72.83 $7,622 - $8,521
117 Added 2.78%
4,321 $315 Million
Q4 2023

Feb 01, 2024
SELL
$56.23 - $67.47 $4,610 - $5,532
-82 Reduced 1.91%
4,204 $282 Million
Q3 2023

Jan 09, 2024
BUY
$59.24 - $65.55 $23,162 - $25,630
391 Added 10.04%
4,286 $256 Million
Q2 2023

Jan 09, 2024
BUY
$58.45 - $63.29 $16,541 - $17,911
283 Added 7.83%
3,895 $247 Million
Q1 2023

Jan 09, 2024
BUY
$57.52 - $65.42 $45,038 - $51,223
783 Added 27.68%
3,612 $219 Million
Q4 2022

Jan 09, 2024
SELL
$53.66 - $62.35 $536 - $623
-10 Reduced 0.35%
2,829 $166 Million
Q3 2022

Jan 09, 2024
BUY
$53.88 - $64.86 $46,552 - $56,039
864 Added 43.75%
2,839 $153 Million
Q2 2022

Jan 09, 2024
SELL
$54.49 - $67.75 $1,198 - $1,490
-22 Reduced 1.1%
1,975 $111 Million
Q1 2022

Jan 09, 2024
BUY
$62.82 - $71.22 $63,511 - $72,003
1,011 Added 102.54%
1,997 $134 Million
Q4 2021

Jan 09, 2024
BUY
$66.65 - $72.78 $11,063 - $12,081
166 Added 20.24%
986 $70.1 Million
Q3 2021

Jan 09, 2024
BUY
$64.6 - $69.96 $6,201 - $6,716
96 Added 13.26%
820 $54.5 Million
Q2 2021

Jan 09, 2024
SELL
$63.61 - $67.29 $1.44 Million - $1.53 Million
-22,704 Reduced 96.91%
724 $48.5 Million
Q1 2021

Jan 09, 2024
BUY
$57.59 - $63.79 $1.35 Million - $1.49 Million
23,356 Added 32438.89%
23,428 $93,000
Q4 2020

Jan 09, 2024
BUY
$49.49 - $58.54 $3,563 - $4,214
72 New
72 $16.9 Million

Others Institutions Holding IMCB

# of Institutions
217
Shares Held
9.53M
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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