Fingerlakes Wealth Management, Inc. Ishares Morningstar Mid Cap Et Transaction History

Fingerlakes Wealth Management, Inc.

  • $153 Million
  • Q3 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,573 shares of IMCB stock, worth $209,956. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,573
Previous 2,618 1.72%
Holding current value
$209,956
Previous $208,000 2.4%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 23, 2025
SELL
$79.58 - $83.45 $3,581 - $3,755
-45 Reduced 1.72%
2,573 $213,000
Q2 2025

Jul 30, 2025
BUY
$65.41 - $79.66 $171,243 - $208,549
2,618 New
2,618 $208,000
Q2 2022

Aug 05, 2022
BUY
$54.49 - $67.75 $599 - $745
11 Added 0.31%
3,567 $201,000
Q1 2022

May 06, 2022
BUY
$62.82 - $71.22 $691 - $783
11 Added 0.31%
3,556 $239,000
Q4 2021

Feb 17, 2022
BUY
$66.65 - $72.78 $236,274 - $258,005
3,545 New
3,545 $253,000

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
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email