Marshall Financial Group LLC Ishares Morningstar Mid Cap Et Transaction History

Marshall Financial Group LLC

  • $460 Million
  • Q4 2025

A detailed history of Marshall Financial Group LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Marshall Financial Group LLC holds 4,759 shares of IMCB stock, worth $388,334. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,759
Previous 5,438 12.49%
Holding current value
$388,334
Previous $451,000 13.97%
% of portfolio
0.08%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$80.91 - $83.82 $54,937 - $56,913
-679 Reduced 12.49%
4,759 $388,000
Q3 2025

Oct 08, 2025
SELL
$79.58 - $83.45 $12,891 - $13,518
-162 Reduced 2.89%
5,438 $451,000
Q2 2025

Jul 10, 2025
SELL
$65.41 - $79.66 $40,619 - $49,468
-621 Reduced 9.98%
5,600 $446,000
Q1 2025

Apr 16, 2025
SELL
$72.01 - $79.94 $1.72 Million - $1.91 Million
-23,940 Reduced 79.37%
6,221 $457,000
Q4 2024

Jan 21, 2025
SELL
$75.22 - $82.17 $63,711 - $69,597
-847 Reduced 2.73%
30,161 $2.3 Million
Q3 2024

Oct 16, 2024
BUY
$68.79 - $76.02 $6,947 - $7,678
101 Added 0.33%
31,008 $2.36 Million
Q2 2024

Jul 19, 2024
SELL
$68.23 - $72.35 $5,663 - $6,005
-83 Reduced 0.27%
30,907 $2.17 Million
Q1 2024

Apr 19, 2024
BUY
$65.15 - $72.83 $192,453 - $215,139
2,954 Added 10.54%
30,990 $2.26 Million
Q4 2023

Jan 10, 2024
SELL
$56.23 - $67.47 $48,695 - $58,429
-866 Reduced 3.0%
28,036 $1.88 Million
Q3 2023

Oct 19, 2023
SELL
$59.24 - $65.55 $34,833 - $38,543
-588 Reduced 1.99%
28,902 $1.73 Million
Q2 2023

Jul 17, 2023
SELL
$58.45 - $63.29 $142,618 - $154,427
-2,440 Reduced 7.64%
29,490 $1.87 Million
Q1 2023

Apr 18, 2023
BUY
$57.52 - $65.42 $8,282 - $9,420
144 Added 0.45%
31,930 $1.94 Million
Q4 2022

Feb 01, 2023
BUY
$53.66 - $62.35 $175,682 - $204,133
3,274 Added 11.48%
31,786 $1.86 Million
Q3 2022

Oct 12, 2022
BUY
$53.88 - $64.86 $4,148 - $4,994
77 Added 0.27%
28,512 $1.54 Million
Q2 2022

Jul 25, 2022
BUY
$54.49 - $67.75 $321,708 - $399,996
5,904 Added 26.2%
28,435 $1.6 Million
Q1 2022

May 10, 2022
BUY
$62.82 - $71.22 $324,779 - $368,207
5,170 Added 29.78%
22,531 $1.52 Million
Q4 2021

Jan 27, 2022
SELL
$66.65 - $72.78 $52,586 - $57,423
-789 Reduced 4.35%
17,361 $1.23 Million
Q3 2021

Oct 28, 2021
BUY
$64.6 - $69.96 $41,731 - $45,194
646 Added 3.69%
18,150 $1.21 Million
Q2 2021

Jul 14, 2021
BUY
$63.61 - $67.29 $848,112 - $897,177
13,333 Added 319.66%
17,504 $1.17 Million
Q1 2021

Apr 20, 2021
BUY
$57.59 - $63.79 $3,628 - $4,018
63 Added 1.53%
4,171 $1.05 Million
Q4 2020

Jan 29, 2021
BUY
$49.49 - $58.54 $203,304 - $240,482
4,108 New
4,108 $962,000

Others Institutions Holding IMCB

# of Institutions
218
Shares Held
9.52M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

IMCB Quotes by TradingView
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