A detailed history of Surevest, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Surevest, LLC holds 48,892 shares of IMCB stock, worth $3.8 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
48,892
Previous 45,632 7.14%
Holding current value
$3.8 Million
Previous $2.57 Million 2.45%
% of portfolio
0.72%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$53.88 - $64.86 $175,648 - $211,443
3,260 Added 7.14%
48,892 $2.63 Million
Q2 2022

Aug 15, 2022

BUY
$54.49 - $67.75 $36,235 - $45,053
665 Added 1.48%
45,632 $2.57 Million
Q1 2022

May 16, 2022

BUY
$62.82 - $71.22 $2.67 Million - $3.03 Million
42,557 Added 1765.85%
44,967 $3.03 Million
Q4 2021

Feb 11, 2022

BUY
$66.65 - $72.78 $160,626 - $175,399
2,410 New
2,410 $171,000

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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