Proactive Wealth Strategies LLC Ishares Morningstar Mid Cap Et Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,256 shares of IMCB stock, worth $349,843. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,256
Previous 4,242 0.33%
Holding current value
$349,843
Previous $314,000 7.96%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$65.41 - $79.66 $915 - $1,115
14 Added 0.33%
4,256 $339,000
Q1 2025

Apr 23, 2025
SELL
$72.01 - $79.94 $1,152 - $1,279
-16 Reduced 0.38%
4,242 $314,000
Q4 2024

Jan 31, 2025
BUY
$75.22 - $82.17 $1,278 - $1,396
17 Added 0.4%
4,258 $324,000
Q3 2024

Nov 04, 2024
BUY
$68.79 - $76.02 $291,738 - $322,400
4,241 New
4,241 $322,000

Others Institutions Holding IMCB

# of Institutions
202
Shares Held
8.91M
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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