Surevest, LLC Ishares Morningstar Mid Cap Et Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
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 $3.99 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
48,892
Previous 45,632
7.14%
Holding current value
$3.99 Million
Previous $2.57 Million
2.45%
% of portfolio
0.72%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding IMCB
# of Institutions
217Shares Held
9.53MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.32MShares$108 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.27MShares$104 Million0.01% of portfolio
-
Rmg Wealth Management LLC Platteville, WI1.13MShares$92.2 Million13.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC472KShares$38.5 Million0.01% of portfolio
-
Means Investment Co., Inc.411KShares$33.5 Million3.04% of portfolio