Goldstein Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Goldstein Advisors, LLC holds 37,809 shares of IMCB stock, worth $2.78 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

37,809

Previous 38,133 0.85%

Holding current value

$2.78 Million

Previous $2.9 Billion 0.68%

% of portfolio

0.42%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$75.22 - $82.17 $24,371 - $26,623	-324 Reduced 0.85%	37,809 $2.88 Billion
Q3 2024 Oct 24, 2024	BUY	$68.79 - $76.02 $963 - $1,064	14 Added 0.04%	38,133 $2.9 Billion
Q2 2024 Jul 24, 2024	SELL	$68.23 - $72.35 $12,349 - $13,095	-181 Reduced 0.47%	38,119 $2.67 Billion
Q1 2024 May 13, 2024	SELL	$65.15 - $72.83 $71,795 - $80,258	-1,102 Reduced 2.8%	38,300 $2.79 Billion
Q3 2023 Oct 18, 2023	SELL	$59.24 - $65.55 $25,947 - $28,710	-438 Reduced 1.1%	39,402 $2.35 Billion
Q2 2023 Jul 21, 2023	BUY	$58.45 - $63.29 $7,130 - $7,721	122 Added 0.31%	39,840 $2.52 Billion
Q1 2023 May 09, 2023	SELL	$57.52 - $65.42 $12,366 - $14,065	-215 Reduced 0.54%	39,718 $2.41 Billion
Q4 2022 Feb 03, 2023	BUY	$53.66 - $62.35 $2.14 Million - $2.49 Million	39,933 New	39,933 $2.34 Billion

Others Institutions Holding IMCB

# of Institutions

199

Shares Held

7.39M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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Goldstein Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History