Means Investment Co., Inc. Ishares Morningstar Mid Cap Et Transaction History

Means Investment Co., Inc.

$1.12 Billion
Q3 2025

A detailed history of Means Investment Co., Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Means Investment Co., Inc. holds 411,047 shares of IMCB stock, worth $33.5 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

411,047

Previous 319,053 28.83%

Holding current value

$33.5 Million

Previous $25.4 Million 34.32%

% of portfolio

3.04%

Previous 2.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$79.58 - $83.45 $7.32 Million - $7.68 Million	91,994 Added 28.83%	411,047 $34.1 Million
Q2 2025 Jul 25, 2025	BUY	$65.41 - $79.66 $1.05 Million - $1.28 Million	16,126 Added 5.32%	319,053 $25.4 Million
Q1 2025 Apr 21, 2025	BUY	$72.01 - $79.94 $10.5 Million - $11.6 Million	145,367 Added 92.26%	302,927 $22.4 Million
Q4 2024 Jan 24, 2025	BUY	$75.22 - $82.17 $1.21 Million - $1.32 Million	16,050 Added 11.34%	157,560 $12 Million
Q3 2024 Oct 18, 2024	BUY	$68.79 - $76.02 $766,183 - $846,710	11,138 Added 8.54%	141,510 $10.8 Million

Q2 2024 Jul 19, 2024	BUY	$68.23 - $72.35 $797,676 - $845,843	11,691 Added 9.85%	130,372 $9.14 Million
Q1 2024 Apr 17, 2024	BUY	$65.15 - $72.83 $1.09 Million - $1.22 Million	16,758 Added 16.44%	118,681 $8.64 Million
Q4 2023 Jan 25, 2024	BUY	$56.23 - $67.47 $853,515 - $1.02 Million	15,179 Added 17.5%	101,923 $6.84 Million
Q3 2023 Oct 25, 2023	BUY	$59.24 - $65.55 $1.45 Million - $1.61 Million	24,545 Added 39.46%	86,744 $5.18 Million
Q2 2023 Jul 31, 2023	BUY	$58.45 - $63.29 $722,617 - $782,454	12,363 Added 24.81%	62,199 $3.94 Million
Q1 2023 May 08, 2023	BUY	$57.52 - $65.42 $717,792 - $816,376	12,479 Added 33.4%	49,836 $3.02 Million
Q4 2022 Jan 27, 2023	BUY	$53.66 - $62.35 $1.31 Million - $1.52 Million	24,324 Added 186.63%	37,357 $0
Q3 2022 Oct 17, 2022	BUY	$53.88 - $64.86 $302,590 - $364,253	5,616 Added 75.72%	13,033 $702,000
Q2 2022 Jul 21, 2022	BUY	$54.49 - $67.75 $404,152 - $502,501	7,417 New	7,417 $418,000

Others Institutions Holding IMCB

# of Institutions

218

Shares Held

9.53M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
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Means Investment Co., Inc. Ishares Morningstar Mid Cap Et Transaction History