Financial Perspectives, Inc Ishares Morningstar Mid Cap Et Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,968 shares of IMCB stock, worth $385,914. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,968

Previous 4,756 4.46%

Holding current value

$385,914

Previous $362 Million 4.65%

% of portfolio

0.13%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$75.22 - $82.17 $15,946 - $17,420	212 Added 4.46%	4,968 $378 Million
Q3 2024 Oct 17, 2024	BUY	$68.79 - $76.02 $18,986 - $20,981	276 Added 6.16%	4,756 $362 Million
Q2 2024 Aug 09, 2024	BUY	$68.23 - $72.35 $10,848 - $11,503	159 Added 3.68%	4,480 $314 Million
Q1 2024 Apr 19, 2024	BUY	$65.15 - $72.83 $7,622 - $8,521	117 Added 2.78%	4,321 $315 Million
Q4 2023 Feb 01, 2024	SELL	$56.23 - $67.47 $4,610 - $5,532	-82 Reduced 1.91%	4,204 $282 Million
Q3 2023 Jan 09, 2024	BUY	$59.24 - $65.55 $23,162 - $25,630	391 Added 10.04%	4,286 $256 Million
Q2 2023 Jan 09, 2024	BUY	$58.45 - $63.29 $16,541 - $17,911	283 Added 7.83%	3,895 $247 Million
Q1 2023 Jan 09, 2024	BUY	$57.52 - $65.42 $45,038 - $51,223	783 Added 27.68%	3,612 $219 Million
Q4 2022 Jan 09, 2024	SELL	$53.66 - $62.35 $536 - $623	-10 Reduced 0.35%	2,829 $166 Million
Q3 2022 Jan 09, 2024	BUY	$53.88 - $64.86 $46,552 - $56,039	864 Added 43.75%	2,839 $153 Million
Q2 2022 Jan 09, 2024	SELL	$54.49 - $67.75 $1,198 - $1,490	-22 Reduced 1.1%	1,975 $111 Million
Q1 2022 Jan 09, 2024	BUY	$62.82 - $71.22 $63,511 - $72,003	1,011 Added 102.54%	1,997 $134 Million
Q4 2021 Jan 09, 2024	BUY	$66.65 - $72.78 $11,063 - $12,081	166 Added 20.24%	986 $70.1 Million
Q3 2021 Jan 09, 2024	BUY	$64.6 - $69.96 $6,201 - $6,716	96 Added 13.26%	820 $54.5 Million
Q2 2021 Jan 09, 2024	SELL	$63.61 - $67.29 $1.44 Million - $1.53 Million	-22,704 Reduced 96.91%	724 $48.5 Million
Q1 2021 Jan 09, 2024	BUY	$57.59 - $63.79 $1.35 Million - $1.49 Million	23,356 Added 32438.89%	23,428 $93,000
Q4 2020 Jan 09, 2024	BUY	$49.49 - $58.54 $3,563 - $4,214	72 New	72 $16.9 Million

Others Institutions Holding IMCB

# of Institutions

199

Shares Held

7.38M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

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Financial Perspectives, Inc Ishares Morningstar Mid Cap Et Transaction History