Robertson Stephens Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,560 shares of IMCB stock, worth $276,434. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,560
Previous 3,560 -0.0%
Holding current value
$276,434
Previous $249,000 8.43%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$53.66 - $62.35 $191,029 - $221,966
3,560 New
3,560 $208,000
Q2 2021

Aug 17, 2021
BUY
$63.61 - $67.29 $169,838 - $179,664
2,670 Added 300.0%
3,560 $238,000
Q4 2020

Feb 10, 2021
BUY
$49.49 - $58.54 $44,046 - $52,100
890 New
890 $208,000
Q1 2020

May 01, 2020
SELL
$32.1 - $54.4 $31,393 - $53,203
-978 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$47.88 - $52.39 $68,229 - $74,655
-1,425 Reduced 59.3%
978 $204,000
Q1 2019

May 15, 2019
SELL
N/A
-270 Reduced 10.1%
2,403 $452,000
Q4 2018

Feb 12, 2019
BUY
N/A
2,673 New
2,673 $432,000

Others Institutions Holding IMCB

# of Institutions
195
Shares Held
7.2M
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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