Wealth Preservation Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 707 shares of IMCB stock, worth $57,691. This represents 0.03% of its overall portfolio holdings.

Number of Shares
707
Previous 705 0.28%
Holding current value
$57,691
Previous $56.1 Million 4.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2025
BUY
$79.58 - $83.45 $159 - $166
2 Added 0.28%
707 $58.7 Million
Q2 2025

Aug 14, 2025
BUY
$65.41 - $79.66 $196 - $238
3 Added 0.43%
705 $56.1 Million
Q1 2025

May 14, 2025
BUY
$72.01 - $79.94 $50,551 - $56,117
702 New
702 $52 Million

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
  • Industry ETFs
More about IMCB
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, 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 Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email