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 $3.8 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
Others Institutions Holding IMCB
# of Institutions
195Shares Held
7.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.18MShares$91.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY916KShares$71.1 Million0.01% of portfolio
-
Townsquare Capital LLC562KShares$43.6 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC410KShares$31.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC375KShares$29.1 Million0.04% of portfolio