Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Et Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,625 shares of IMCB stock, worth $128,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,625
Previous 1,361 19.4%
Holding current value
$128,228
Previous $99,000 14.14%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$68.23 - $72.35 $18,012 - $19,100
264 Added 19.4%
1,625 $113,000
Q1 2024

May 15, 2024
BUY
$65.15 - $72.83 $716 - $801
11 Added 0.81%
1,361 $99,000
Q3 2022

Nov 10, 2022
BUY
$53.88 - $64.86 $51,186 - $61,617
950 Added 237.5%
1,350 $73,000
Q3 2021

Nov 12, 2021
BUY
$64.6 - $69.96 $25,839 - $27,983
400 New
400 $27,000
Q3 2020

Oct 30, 2020
SELL
$45.9 - $52.31 $321 - $366
-7 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
N/A
7 New
7 $1,000
Q4 2018

Jan 15, 2019
SELL
N/A
-7 Closed
0 $0
Q1 2017

Nov 22, 2017
BUY
N/A
7
7 $1,000

Others Institutions Holding IMCB

# of Institutions
186
Shares Held
7.1M
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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