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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 2,699 shares of IMCB stock, worth $220,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,699
Previous 2,707 0.3%
Holding current value
$220,238
Previous $216,000 3.7%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$79.58 - $83.45 $636 - $667
-8 Reduced 0.3%
2,699 $224,000
Q2 2025

Aug 14, 2025
BUY
$65.41 - $79.66 $196 - $238
3 Added 0.11%
2,707 $216,000
Q1 2025

May 15, 2025
BUY
$72.01 - $79.94 $288 - $319
4 Added 0.15%
2,704 $200,000
Q4 2024

Feb 12, 2025
SELL
$75.22 - $82.17 $3,911 - $4,272
-52 Reduced 1.89%
2,700 $206,000
Q3 2024

Nov 14, 2024
BUY
$68.79 - $76.02 $189,310 - $209,207
2,752 New
2,752 $208,000

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
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