Hoxton Planning & Management, LLC Ishares Morningstar Mid Cap Et Transaction History
Hoxton Planning & Management, LLC
- $300 Million
 - Q3 2025
 
A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 5,020 shares of IMCB stock, worth $412,644. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,020
              Previous 5,841
              
        
           14.06%
        
      
          
        Holding current value
$412,644
            Previous $465,000
            
        
           10.54%
        
      
          
        % of portfolio
0.14%
            Previous 0.16%
          
        Shares
	  2 transactions
	
  Others Institutions Holding IMCB
# of Institutions
202Shares Held
8.96MCall Options Held
0Put Options Held
0- 
    
      Ubs Group Ag1.31MShares$108 Million0.02% of portfolio
 - 
    
      Morgan Stanley New York, NY1.25MShares$103 Million0.01% of portfolio
 - 
    
      Rmg Wealth Management LLC Platteville, WI1.13MShares$92.9 Million13.19% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC499KShares$41 Million0.01% of portfolio
 - 
    
      Means Investment Co., Inc.319KShares$26.2 Million2.43% of portfolio