Goldstein Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Goldstein Advisors, LLC holds 37,574 shares of IMCB stock, worth $2.68 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
37,574
Previous 37,809 0.62%
Holding current value
$2.68 Million
Previous $2.88 Billion 3.32%
% of portfolio
0.41%
Previous 0.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$72.01 - $79.94 $16,922 - $18,785
-235 Reduced 0.62%
37,574 $2.78 Billion
Q4 2024

Jan 17, 2025
SELL
$75.22 - $82.17 $24,371 - $26,623
-324 Reduced 0.85%
37,809 $2.88 Billion
Q3 2024

Oct 24, 2024
BUY
$68.79 - $76.02 $963 - $1,064
14 Added 0.04%
38,133 $2.9 Billion
Q2 2024

Jul 24, 2024
SELL
$68.23 - $72.35 $12,349 - $13,095
-181 Reduced 0.47%
38,119 $2.67 Billion
Q1 2024

May 13, 2024
SELL
$65.15 - $72.83 $71,795 - $80,258
-1,102 Reduced 2.8%
38,300 $2.79 Billion
Q3 2023

Oct 18, 2023
SELL
$59.24 - $65.55 $25,947 - $28,710
-438 Reduced 1.1%
39,402 $2.35 Billion
Q2 2023

Jul 21, 2023
BUY
$58.45 - $63.29 $7,130 - $7,721
122 Added 0.31%
39,840 $2.52 Billion
Q1 2023

May 09, 2023
SELL
$57.52 - $65.42 $12,366 - $14,065
-215 Reduced 0.54%
39,718 $2.41 Billion
Q4 2022

Feb 03, 2023
BUY
$53.66 - $62.35 $2.14 Million - $2.49 Million
39,933 New
39,933 $2.34 Billion

Others Institutions Holding IMCB

# of Institutions
199
Shares Held
7.41M
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
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email