Robertson Stephens Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,560 shares of IMCB stock, worth $292,667. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,560

Previous 3,560 -0.0%

Holding current value

$292,667

Previous $262,000 8.02%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$53.66 - $62.35 $191,029 - $221,966	3,560 New	3,560 $208,000
Q2 2021 Aug 17, 2021	BUY	$63.61 - $67.29 $169,838 - $179,664	2,670 Added 300.0%	3,560 $238,000
Q4 2020 Feb 10, 2021	BUY	$49.49 - $58.54 $44,046 - $52,100	890 New	890 $208,000
Q1 2020 May 01, 2020	SELL	$32.1 - $54.4 $31,393 - $53,203	-978 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$47.88 - $52.39 $68,229 - $74,655	-1,425 Reduced 59.3%	978 $204,000
Q1 2019 May 15, 2019	SELL	N/A	-270 Reduced 10.1%	2,403 $452,000
Q4 2018 Feb 12, 2019	BUY	N/A	2,673 New	2,673 $432,000

Others Institutions Holding IMCB

# of Institutions

206

Shares Held

9.16M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

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Robertson Stephens Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History