49 Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

49 Wealth Management, LLC

$1.06 Trillion
Q3 2025

A detailed history of 49 Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, 49 Wealth Management, LLC holds 4,808 shares of IMCB stock, worth $392,332. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,808

Previous 4,790 0.38%

Holding current value

$392,332

Previous $382 Million 4.64%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$79.58 - $83.45 $1,432 - $1,502	18 Added 0.38%	4,808 $399 Million
Q2 2025 Aug 07, 2025	BUY	$65.41 - $79.66 $1,046 - $1,274	16 Added 0.34%	4,790 $382 Million
Q1 2025 Apr 30, 2025	BUY	$72.01 - $79.94 $1,224 - $1,358	17 Added 0.36%	4,774 $354 Million
Q4 2024 Feb 14, 2025	BUY	$75.22 - $82.17 $1,429 - $1,561	19 Added 0.4%	4,757 $362 Million
Q3 2024 Nov 12, 2024	BUY	$68.79 - $76.02 $1,375 - $1,520	20 Added 0.42%	4,738 $360 Million

Q2 2024 Jul 30, 2024	BUY	$68.23 - $72.35 $321,909 - $341,347	4,718 New	4,718 $329 Million
Q1 2024 May 07, 2024	SELL	$65.15 - $72.83 $336,174 - $375,802	-5,160 Closed	0 $0
Q4 2023 May 07, 2024	BUY	$56.23 - $67.47 $290,146 - $348,145	5,160 New	5,160 $346 Million

Others Institutions Holding IMCB

# of Institutions

217

Shares Held

9.53M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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49 Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History