Yarger Wealth Strategies, LLC Ishares Morningstar Mid Cap Et Transaction History

Yarger Wealth Strategies, LLC

$149 Million
Q1 2025

A detailed history of Yarger Wealth Strategies, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 68,793 shares of IMCB stock, worth $4.91 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

68,793

Previous 68,608 0.27%

Holding current value

$4.91 Million

Previous $5.22 Million 3.06%

% of portfolio

3.4%

Previous 3.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$72.01 - $79.94 $13,321 - $14,788	185 Added 0.27%	68,793 $5.06 Million
Q4 2024 Jan 15, 2025	BUY	$75.22 - $82.17 $1,955 - $2,136	26 Added 0.04%	68,608 $5.22 Million
Q3 2024 Oct 07, 2024	BUY	$68.79 - $76.02 $2,132 - $2,356	31 Added 0.05%	68,582 $5.21 Million
Q2 2024 Aug 09, 2024	SELL	$68.23 - $72.35 $49,534 - $52,526	-726 Reduced 1.05%	68,551 $4.8 Million
Q1 2024 Apr 29, 2024	BUY	$65.15 - $72.83 $14,463 - $16,168	222 Added 0.32%	69,277 $5.05 Million
Q4 2023 Jan 18, 2024	BUY	$56.23 - $67.47 $36,549 - $43,855	650 Added 0.95%	69,055 $4.64 Million
Q3 2023 Oct 16, 2023	SELL	$59.24 - $65.55 $24,880 - $27,531	-420 Reduced 0.61%	68,405 $4.09 Million
Q2 2023 Jul 27, 2023	SELL	$58.45 - $63.29 $57,164 - $61,897	-978 Reduced 1.4%	68,825 $4.36 Million
Q1 2023 Apr 13, 2023	SELL	$57.52 - $65.42 $146,906 - $167,082	-2,554 Reduced 3.53%	69,803 $4.23 Million
Q4 2022 Jan 25, 2023	BUY	$53.66 - $62.35 $18,727 - $21,760	349 Added 0.48%	72,357 $0
Q3 2022 Nov 14, 2022	BUY	$53.88 - $64.86 $19,989 - $24,063	371 Added 0.52%	72,008 $3.88 Million
Q2 2022 Aug 12, 2022	BUY	$54.49 - $67.75 $12,423 - $15,447	228 Added 0.32%	71,637 $4.14 Million
Q1 2022 Apr 15, 2022	BUY	$62.82 - $71.22 $687,879 - $779,859	10,950 Added 18.11%	71,409 $4.81 Million
Q4 2021 Feb 15, 2022	BUY	$66.65 - $72.78 $4.03 Million - $4.4 Million	60,459 New	60,459 $4.3 Million

Others Institutions Holding IMCB

# of Institutions

196

Shares Held

7.47M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

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Yarger Wealth Strategies, LLC Ishares Morningstar Mid Cap Et Transaction History