A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 16,823 shares of IMCB stock, worth $1.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,823
Previous 15,426 9.06%
Holding current value
$1.3 Million
Previous $1.08 Million 18.22%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 24, 2024

BUY
$68.79 - $76.02 $96,099 - $106,199
1,397 Added 9.06%
16,823 $1.28 Million
Q2 2024

Jul 26, 2024

SELL
$68.23 - $72.35 $886 - $940
-13 Reduced 0.08%
15,426 $1.08 Million
Q1 2024

Apr 30, 2024

BUY
$65.15 - $72.83 $14,593 - $16,313
224 Added 1.47%
15,439 $1.12 Million
Q4 2023

Jan 19, 2024

BUY
$56.23 - $67.47 $6,916 - $8,298
123 Added 0.82%
15,215 $1.02 Million
Q3 2023

Oct 19, 2023

BUY
$59.24 - $65.55 $28,909 - $31,988
488 Added 3.34%
15,092 $901,000
Q2 2023

Jul 17, 2023

BUY
$58.45 - $63.29 $20,925 - $22,657
358 Added 2.51%
14,604 $924,000
Q1 2023

Apr 20, 2023

BUY
$57.52 - $65.42 $59,820 - $68,036
1,040 Added 7.88%
14,246 $863,000
Q4 2022

Jan 17, 2023

BUY
$53.66 - $62.35 $81,080 - $94,210
1,511 Added 12.92%
13,206 $0
Q3 2022

Oct 31, 2022

BUY
$53.88 - $64.86 $430,878 - $518,685
7,997 Added 216.25%
11,695 $630,000
Q2 2022

Jul 29, 2022

BUY
$54.49 - $67.75 $167,175 - $207,857
3,068 Added 486.98%
3,698 $208,000
Q1 2022

May 11, 2022

BUY
$62.82 - $71.22 $39,576 - $44,868
630 New
630 $42,000

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


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