Epg Wealth Management LLC Ishares Morningstar Mid Cap Et Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,430 shares of IMCB stock, worth $116,687. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,430
Previous 1,423 0.49%
Holding current value
$116,687
Previous $113 Million 4.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
BUY
$79.58 - $83.45 $557 - $584
7 Added 0.49%
1,430 $119 Million
Q2 2025

Aug 05, 2025
SELL
$65.41 - $79.66 $24,528 - $29,872
-375 Reduced 20.86%
1,423 $113 Million
Q1 2025

May 13, 2025
BUY
$72.01 - $79.94 $144 - $159
2 Added 0.11%
1,798 $133 Million
Q4 2024

Feb 14, 2025
BUY
$75.22 - $82.17 $28,057 - $30,649
373 Added 26.21%
1,796 $137 Million
Q3 2024

Nov 13, 2024
BUY
$68.79 - $76.02 $97,888 - $108,176
1,423 New
1,423 $108 Million
Q2 2024

Aug 13, 2024
SELL
$68.23 - $72.35 $97,091 - $102,954
-1,423 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$65.15 - $72.83 $2,606 - $2,913
40 Added 2.89%
1,423 $103,000
Q4 2023

Feb 14, 2024
BUY
$56.23 - $67.47 $1,743 - $2,091
31 Added 2.29%
1,383 $92,000
Q3 2022

Nov 15, 2022
BUY
$53.88 - $64.86 $72,845 - $87,690
1,352 New
1,352 $73,000
Q2 2022

Aug 15, 2022
SELL
$54.49 - $67.75 $68,657 - $85,365
-1,260 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$62.82 - $71.22 $79,153 - $89,737
-1,260 Reduced 50.0%
1,260 $85,000
Q3 2021

Nov 15, 2021
BUY
$64.6 - $69.96 $162,792 - $176,299
2,520 New
2,520 $168,000

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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