Atlas Private Wealth Advisors Ishares Morningstar Mid Cap Et Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 7,556 shares of IMCB stock, worth $586,118. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,556

Previous 6,204 21.79%

Holding current value

$586,118

Previous $434,000 32.26%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$68.79 - $76.02 $93,004 - $102,779	1,352 Added 21.79%	7,556 $574,000
Q2 2024 Jul 12, 2024	BUY	$68.23 - $72.35 $423,298 - $448,859	6,204 New	6,204 $434,000
Q4 2021 Apr 21, 2022	SELL	$66.65 - $72.78 $63,850 - $69,723	-958 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$64.6 - $69.96 $11,627 - $12,592	-180 Reduced 15.82%	958 $64,000
Q2 2021 Aug 02, 2021	BUY	$63.61 - $67.29 $54,004 - $57,129	849 Added 293.77%	1,138 $76,000
Q1 2021 Apr 28, 2021	BUY	$57.59 - $63.79 $1,151 - $1,275	20 Added 7.43%	289 $73,000
Q4 2020 Jan 29, 2021	SELL	$49.49 - $58.54 $494 - $585	-10 Reduced 3.58%	269 $63,000
Q2 2020 Aug 14, 2020	BUY	$35.81 - $50.15 $9,990 - $13,991	279 New	279 $51,000

Others Institutions Holding IMCB

# of Institutions

195

Shares Held

7.2M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

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Atlas Private Wealth Advisors Ishares Morningstar Mid Cap Et Transaction History