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

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

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 1,889 shares of IMCB stock, worth $154,142. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,889
Previous 2,163 12.67%
Holding current value
$154,142
Previous $172,000 9.3%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$79.58 - $83.45 $21,804 - $22,865
-274 Reduced 12.67%
1,889 $156,000
Q2 2025

Aug 12, 2025
BUY
$65.41 - $79.66 $1,177 - $1,433
18 Added 0.84%
2,163 $172,000
Q1 2025

May 13, 2025
BUY
$72.01 - $79.94 $35,212 - $39,090
489 Added 29.53%
2,145 $158,000
Q3 2024

Nov 14, 2024
BUY
$68.79 - $76.02 $2,132 - $2,356
31 Added 1.91%
1,656 $125,000
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
217
Shares Held
9.53M
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
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More about IMCB
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