A detailed history of Iht Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,795 shares of IMCB stock, worth $393,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,795
Previous 4,813 0.37%
Holding current value
$393,237
Previous $337,000 8.01%
% of portfolio
0.01%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$68.79 - $76.02 $1,238 - $1,368
-18 Reduced 0.37%
4,795 $364,000
Q2 2024

Aug 14, 2024

SELL
$68.23 - $72.35 $2,115 - $2,242
-31 Reduced 0.64%
4,813 $337,000
Q1 2024

May 15, 2024

SELL
$65.15 - $72.83 $2,475 - $2,767
-38 Reduced 0.78%
4,844 $352,000
Q4 2023

Feb 14, 2024

BUY
$56.23 - $67.47 $5,904 - $7,084
105 Added 2.2%
4,882 $327,000
Q3 2023

Nov 14, 2023

BUY
$59.24 - $65.55 $15,165 - $16,780
256 Added 5.66%
4,777 $285,000
Q2 2023

Aug 14, 2023

SELL
$58.45 - $63.29 $28,874 - $31,265
-494 Reduced 9.85%
4,521 $286,000
Q1 2023

May 15, 2023

BUY
$57.52 - $65.42 $23,870 - $27,149
415 Added 9.02%
5,015 $304,000
Q4 2022

Feb 14, 2023

SELL
$53.66 - $62.35 $214 - $249
-4 Reduced 0.09%
4,600 $269,000
Q3 2022

Nov 22, 2022

BUY
$53.88 - $64.86 $1,885 - $2,270
35 Added 0.77%
4,604 $248,000
Q2 2022

Aug 15, 2022

SELL
$54.49 - $67.75 $108 - $135
-2 Reduced 0.04%
4,569 $257,000
Q1 2022

May 16, 2022

SELL
$62.82 - $71.22 $1,570 - $1,780
-25 Reduced 0.54%
4,571 $308,000
Q4 2021

Feb 14, 2022

SELL
$66.65 - $72.78 $333 - $363
-5 Reduced 0.11%
4,596 $327,000
Q3 2021

Nov 15, 2021

SELL
$64.6 - $69.96 $4,909 - $5,316
-76 Reduced 1.62%
4,601 $306,000
Q2 2021

Aug 16, 2021

BUY
$63.61 - $67.29 $223,207 - $236,120
3,509 Added 300.43%
4,677 $314,000
Q1 2021

May 18, 2021

BUY
$57.59 - $63.79 $57 - $63
1 Added 0.09%
1,168 $294,000
Q4 2020

Feb 17, 2021

SELL
$49.49 - $58.54 $5,641 - $6,673
-114 Reduced 8.9%
1,167 $273,000
Q3 2020

Nov 19, 2020

SELL
$45.9 - $52.31 $1,560 - $1,778
-34 Reduced 2.59%
1,281 $257,000
Q2 2020

Aug 14, 2020

BUY
$35.81 - $50.15 $47,090 - $65,947
1,315 New
1,315 $242,000
Q1 2020

May 13, 2020

SELL
$32.1 - $54.4 $37,621 - $63,756
-1,172 Closed
0 $0
Q4 2019

Feb 18, 2020

BUY
$47.88 - $52.39 $2,154 - $2,357
45 Added 3.99%
1,172 $246,000
Q3 2019

Nov 15, 2019

BUY
$49.18 - $50.15 $245 - $250
5 Added 0.45%
1,127 $223,000
Q2 2019

Aug 12, 2019

SELL
N/A
-98 Reduced 8.03%
1,122 $218,000
Q1 2019

May 16, 2019

BUY
N/A
1,220 New
1,220 $229,000
Q2 2018

Aug 13, 2018

SELL
N/A
-987 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
65 Added 7.05%
987 $175,000
Q4 2017

Feb 14, 2018

BUY
N/A
291 Added 46.12%
922 $175,000
Q3 2017

Nov 14, 2017

BUY
N/A
631
631 $111,000

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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