Sunburst Financial Group, LLC Ishares Morningstar Mid Cap Et Transaction History

Sunburst Financial Group, LLC

$471 Million
Q4 2025

A detailed history of Sunburst Financial Group, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 115,163 shares of IMCB stock, worth $9.4 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

115,163

Previous 111,440 3.34%

Holding current value

$9.4 Million

Previous $9.26 Million 1.53%

% of portfolio

1.99%

Previous 2.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$80.91 - $83.82 $301,227 - $312,061	3,723 Added 3.34%	115,163 $9.4 Million
Q3 2025 Oct 17, 2025	BUY	$79.58 - $83.45 $335,031 - $351,324	4,210 Added 3.93%	111,440 $9.26 Million
Q2 2025 Aug 05, 2025	BUY	$65.41 - $79.66 $193,482 - $235,634	2,958 Added 2.84%	107,230 $8.54 Million
Q1 2025 May 08, 2025	BUY	$72.01 - $79.94 $153,741 - $170,671	2,135 Added 2.09%	104,272 $7.72 Million
Q4 2024 Jan 29, 2025	BUY	$75.22 - $82.17 $148,935 - $162,696	1,980 Added 1.98%	102,137 $7.78 Million

Q3 2024 Oct 25, 2024	BUY	$68.79 - $76.02 $497,695 - $550,004	7,235 Added 7.79%	100,157 $7.61 Million
Q2 2024 Jul 12, 2024	BUY	$68.23 - $72.35 $421,729 - $447,195	6,181 Added 7.13%	92,922 $6.51 Million
Q1 2024 Apr 15, 2024	BUY	$65.15 - $72.83 $307,182 - $343,393	4,715 Added 5.75%	86,741 $6.32 Million
Q4 2023 Jan 08, 2024	BUY	$56.23 - $67.47 $679,595 - $815,442	12,086 Added 17.28%	82,026 $5.51 Million
Q3 2023 Oct 19, 2023	BUY	$59.24 - $65.55 $182,992 - $202,483	3,089 Added 4.62%	69,940 $4.18 Million
Q2 2023 Jul 11, 2023	BUY	$58.45 - $63.29 $67,042 - $72,593	1,147 Added 1.75%	66,851 $4.23 Million
Q1 2023 May 08, 2023	BUY	$57.52 - $65.42 $194,014 - $220,661	3,373 Added 5.41%	65,704 $3.98 Million
Q4 2022 Jan 20, 2023	BUY	$53.66 - $62.35 $389,410 - $452,473	7,257 Added 13.18%	62,331 $0
Q3 2022 Oct 13, 2022	BUY	$53.88 - $64.86 $461,536 - $555,590	8,566 Added 18.42%	55,074 $2.97 Million
Q2 2022 Jul 29, 2022	BUY	$54.49 - $67.75 $1.84 Million - $2.28 Million	33,706 Added 263.29%	46,508 $2.62 Million
Q1 2022 May 06, 2022	BUY	$62.82 - $71.22 $804,221 - $911,758	12,802 New	12,802 $862,000

Others Institutions Holding IMCB

# of Institutions

219

Shares Held

9.61M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

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Sunburst Financial Group, LLC Ishares Morningstar Mid Cap Et Transaction History