A detailed history of Wealth Management Associates, Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 3,822 shares of IMCB stock, worth $294,599. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,822
Previous 4,022 4.97%
Holding current value
$294,599
Previous $306 Million 7.55%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025

SELL
$72.01 - $79.94 $14,402 - $15,988
-200 Reduced 4.97%
3,822 $283 Million
Q3 2024

May 28, 2025

SELL
$68.79 - $76.02 $3,439 - $3,801
-50 Reduced 1.23%
4,022 $306 Million
Q1 2024

May 28, 2025

SELL
$65.15 - $72.83 $9,772 - $10,924
-150 Reduced 3.55%
4,072 $285 Million
Q1 2022

May 28, 2025

SELL
$62.82 - $71.22 $15,705 - $17,805
-250 Reduced 5.59%
4,222 $284 Million
Q2 2021

May 28, 2025

BUY
$63.61 - $67.29 $213,347 - $225,690
3,354 Added 300.0%
4,472 $300 Million
Q4 2020

May 28, 2025

BUY
$49.49 - $58.54 $494 - $585
10 Added 0.9%
1,118 $262 Million
Q3 2020

May 28, 2025

SELL
$45.9 - $52.31 $7,803 - $8,892
-170 Reduced 13.3%
1,108 $222 Million
Q2 2020

May 28, 2025

SELL
$35.81 - $50.15 $1,790 - $2,507
-50 Reduced 3.77%
1,278 $236 Million
Q4 2019

May 28, 2025

SELL
$47.88 - $52.39 $718 - $785
-15 Reduced 1.12%
1,328 $278 Million
Q3 2019

May 28, 2025

BUY
$49.18 - $50.15 $3,836 - $3,911
78 Added 6.17%
1,343 $266 Million
Q2 2019

May 28, 2025

SELL
N/A
-5 Reduced 0.39%
1,265 $245 Million
Q4 2018

May 28, 2025

BUY
N/A
1,270 New
1,270 $205 Million

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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