Tyler Stone Wealth Management Ishares Morningstar Mid Cap Et Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Tyler Stone Wealth Management holds 3,526 shares of IMCB stock, worth $273,899. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,526

Previous 4,186 15.77%

Holding current value

$273,899

Previous $318,000 15.72%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$75.22 - $82.17 $49,645 - $54,232	-660 Reduced 15.77%	3,526 $268,000
Q3 2024 Nov 04, 2024	BUY	$68.79 - $76.02 $143,977 - $159,109	2,093 Added 100.0%	4,186 $318,000
Q2 2024 Aug 14, 2024	SELL	$68.23 - $72.35 $11,599 - $12,299	-170 Reduced 7.51%	2,093 $146,000
Q4 2023 Feb 14, 2024	SELL	$56.23 - $67.47 $9,502 - $11,402	-169 Reduced 6.95%	2,263 $151,000
Q3 2023 Nov 14, 2023	SELL	$59.24 - $65.55 $888 - $983	-15 Reduced 0.61%	2,432 $145,000
Q2 2023 Aug 14, 2023	SELL	$58.45 - $63.29 $1,753 - $1,898	-30 Reduced 1.21%	2,447 $155,000
Q4 2022 Feb 14, 2023	SELL	$53.66 - $62.35 $2,253 - $2,618	-42 Reduced 1.67%	2,477 $145,000
Q1 2022 May 12, 2022	SELL	$62.82 - $71.22 $1,507 - $1,709	-24 Reduced 0.94%	2,519 $170,000
Q4 2021 Feb 22, 2022	BUY	$66.65 - $72.78 $169,490 - $185,079	2,543 New	2,543 $181,000

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

Ticker IMCB
Sector ETFs
Industry ETFs

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Tyler Stone Wealth Management Ishares Morningstar Mid Cap Et Transaction History