Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Et Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,656 shares of IMCB stock, worth $128,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,656

Previous 1,656 -0.0%

Holding current value

$128,638

Previous $125,000 0.8%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$68.79 - $76.02 $2,132 - $2,356	31 Added 1.91%	1,656 $125,000
Q2 2024 Aug 08, 2024	BUY	$68.23 - $72.35 $18,012 - $19,100	264 Added 19.4%	1,625 $113,000
Q1 2024 May 15, 2024	BUY	$65.15 - $72.83 $716 - $801	11 Added 0.81%	1,361 $99,000
Q3 2022 Nov 10, 2022	BUY	$53.88 - $64.86 $51,186 - $61,617	950 Added 237.5%	1,350 $73,000
Q3 2021 Nov 12, 2021	BUY	$64.6 - $69.96 $25,839 - $27,983	400 New	400 $27,000
Q3 2020 Oct 30, 2020	SELL	$45.9 - $52.31 $321 - $366	-7 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	7 New	7 $1,000
Q4 2018 Jan 15, 2019	SELL	N/A	-7 Closed	0 $0
Q1 2017 Nov 22, 2017	BUY	N/A	7	7 $1,000

Others Institutions Holding IMCB

# of Institutions

199

Shares Held

7.38M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

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Steward Partners Investment Advisory, LLC Ishares Morningstar Mid Cap Et Transaction History