Capital Planning Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History

Capital Planning Advisors, LLC

$704 Million
Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 8,015 shares of IMCB stock, worth $654,024. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,015

Previous 7,963 0.65%

Holding current value

$654,024

Previous $634,000 4.89%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$79.58 - $83.45 $4,138 - $4,339	52 Added 0.65%	8,015 $665,000
Q2 2025 Aug 14, 2025	BUY	$65.41 - $79.66 $30,742 - $37,440	470 Added 6.27%	7,963 $634,000
Q1 2025 May 12, 2025	BUY	$72.01 - $79.94 $35,068 - $38,930	487 Added 6.95%	7,493 $555,000
Q4 2024 Jan 17, 2025	BUY	$75.22 - $82.17 $85,976 - $93,920	1,143 Added 19.5%	7,006 $533,000
Q3 2024 Nov 12, 2024	BUY	$68.79 - $76.02 $50,698 - $56,026	737 Added 14.38%	5,863 $445,000

Q2 2024 Aug 12, 2024	BUY	$68.23 - $72.35 $108,690 - $115,253	1,593 Added 45.09%	5,126 $359,000
Q1 2024 May 15, 2024	BUY	$65.15 - $72.83 $230,174 - $257,308	3,533 New	3,533 $257,000

Others Institutions Holding IMCB

# of Institutions

217

Shares Held

9.53M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Account

Capital Planning Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History