Iht Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,507 shares of IMCB stock, worth $449,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,507
Previous 4,711 16.9%
Holding current value
$449,371
Previous $375,000 21.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$79.58 - $83.45 $63,345 - $66,426
796 Added 16.9%
5,507 $457,000
Q2 2025

Aug 14, 2025
SELL
$65.41 - $79.66 $981 - $1,194
-15 Reduced 0.32%
4,711 $375,000
Q1 2025

May 15, 2025
SELL
$72.01 - $79.94 $4,392 - $4,876
-61 Reduced 1.27%
4,726 $350,000
Q4 2024

Feb 14, 2025
SELL
$75.22 - $82.17 $601 - $657
-8 Reduced 0.17%
4,787 $364,000
Q3 2024

Nov 14, 2024
SELL
$68.79 - $76.02 $1,238 - $1,368
-18 Reduced 0.37%
4,795 $364,000
Q2 2024

Aug 14, 2024
SELL
$68.23 - $72.35 $2,115 - $2,242
-31 Reduced 0.64%
4,813 $337,000
Q1 2024

May 15, 2024
SELL
$65.15 - $72.83 $2,475 - $2,767
-38 Reduced 0.78%
4,844 $352,000
Q4 2023

Feb 14, 2024
BUY
$56.23 - $67.47 $5,904 - $7,084
105 Added 2.2%
4,882 $327,000
Q3 2023

Nov 14, 2023
BUY
$59.24 - $65.55 $15,165 - $16,780
256 Added 5.66%
4,777 $285,000
Q2 2023

Aug 14, 2023
SELL
$58.45 - $63.29 $28,874 - $31,265
-494 Reduced 9.85%
4,521 $286,000
Q1 2023

May 15, 2023
BUY
$57.52 - $65.42 $23,870 - $27,149
415 Added 9.02%
5,015 $304,000
Q4 2022

Feb 14, 2023
SELL
$53.66 - $62.35 $214 - $249
-4 Reduced 0.09%
4,600 $269,000
Q3 2022

Nov 22, 2022
BUY
$53.88 - $64.86 $1,885 - $2,270
35 Added 0.77%
4,604 $248,000
Q2 2022

Aug 15, 2022
SELL
$54.49 - $67.75 $108 - $135
-2 Reduced 0.04%
4,569 $257,000
Q1 2022

May 16, 2022
SELL
$62.82 - $71.22 $1,570 - $1,780
-25 Reduced 0.54%
4,571 $308,000
Q4 2021

Feb 14, 2022
SELL
$66.65 - $72.78 $333 - $363
-5 Reduced 0.11%
4,596 $327,000
Q3 2021

Nov 15, 2021
SELL
$64.6 - $69.96 $4,909 - $5,316
-76 Reduced 1.62%
4,601 $306,000
Q2 2021

Aug 16, 2021
BUY
$63.61 - $67.29 $223,207 - $236,120
3,509 Added 300.43%
4,677 $314,000
Q1 2021

May 18, 2021
BUY
$57.59 - $63.79 $57 - $63
1 Added 0.09%
1,168 $294,000
Q4 2020

Feb 17, 2021
SELL
$49.49 - $58.54 $5,641 - $6,673
-114 Reduced 8.9%
1,167 $273,000
Q3 2020

Nov 19, 2020
SELL
$45.9 - $52.31 $1,560 - $1,778
-34 Reduced 2.59%
1,281 $257,000
Q2 2020

Aug 14, 2020
BUY
$35.81 - $50.15 $47,090 - $65,947
1,315 New
1,315 $242,000
Q1 2020

May 13, 2020
SELL
$32.1 - $54.4 $37,621 - $63,756
-1,172 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$47.88 - $52.39 $2,154 - $2,357
45 Added 3.99%
1,172 $246,000
Q3 2019

Nov 15, 2019
BUY
$49.18 - $50.15 $245 - $250
5 Added 0.45%
1,127 $223,000
Q2 2019

Aug 12, 2019
SELL
N/A
-98 Reduced 8.03%
1,122 $218,000
Q1 2019

May 16, 2019
BUY
N/A
1,220 New
1,220 $229,000
Q2 2018

Aug 13, 2018
SELL
N/A
-987 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
65 Added 7.05%
987 $175,000
Q4 2017

Feb 14, 2018
BUY
N/A
291 Added 46.12%
922 $175,000
Q3 2017

Nov 14, 2017
BUY
N/A
631
631 $111,000

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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