Philip James Wealth Mangement, LLC Ishares Morningstar Mid Cap Et Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 6,030 shares of IMCB stock, worth $468,410. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,030
Previous 6,006 0.4%
Holding current value
$468,410
Previous $457 Million 0.58%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$75.22 - $82.17 $1,805 - $1,972
24 Added 0.4%
6,030 $459 Million
Q3 2024

Oct 31, 2024
SELL
$68.79 - $76.02 $1,307 - $1,444
-19 Reduced 0.32%
6,006 $457 Million
Q2 2024

Jul 23, 2024
BUY
$68.23 - $72.35 $1,296 - $1,374
19 Added 0.32%
6,025 $422 Million
Q1 2024

Apr 29, 2024
BUY
$65.15 - $72.83 $1,303 - $1,456
20 Added 0.33%
6,006 $437 Million
Q4 2023

Jan 29, 2024
BUY
$56.23 - $67.47 $336,592 - $403,875
5,986 New
5,986 $402 Million

Others Institutions Holding IMCB

# of Institutions
199
Shares Held
7.38M
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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