Surevest, LLC Ishares Morningstar Mid Cap Et Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Surevest, LLC holds 48,892 shares of IMCB stock, worth $3.43 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
48,892
Previous 45,632 7.14%
Holding current value
$3.43 Million
Previous $2.57 Million 2.45%
% of portfolio
0.72%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
3,260 Added 7.14%
48,892 $2.63 Million
Q2 2022

Aug 15, 2022
BUY
N/A
665 Added 1.48%
45,632 $2.57 Million
Q1 2022

May 16, 2022
BUY
N/A
42,557 Added 1765.85%
44,967 $3.03 Million
Q4 2021

Feb 11, 2022
BUY
N/A
2,410 New
2,410 $171,000

Others Institutions Holding IMCB

# of Institutions
171
Shares Held
6.48M
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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email