Western Wealth Management, LLC Ishares Morningstar Mid Cap Et Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,950 shares of IMCB stock, worth $233,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,950
Previous 3,200 7.81%
Holding current value
$233,787
Previous $224,000 -0.0%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$68.79 - $76.02 $17,197 - $19,005
-250 Reduced 7.81%
2,950 $224,000
Q2 2024

Jul 19, 2024
SELL
$68.23 - $72.35 $6,823 - $7,234
-100 Reduced 3.03%
3,200 $224,000
Q4 2023

Jan 31, 2024
BUY
$56.23 - $67.47 $185,559 - $222,651
3,300 New
3,300 $221,000
Q2 2023

Aug 30, 2023
SELL
$58.45 - $63.29 $197,561 - $213,920
-3,380 Reduced 48.32%
3,615 $228,000
Q1 2023

Aug 30, 2023
SELL
$57.52 - $65.42 $90,076 - $102,447
-1,566 Reduced 18.29%
6,995 $424,000
Q4 2022

Feb 02, 2023
SELL
$53.66 - $62.35 $248,445 - $288,680
-4,630 Reduced 35.1%
8,561 $502,000
Q3 2022

Nov 04, 2022
SELL
$53.88 - $64.86 $213,634 - $257,169
-3,965 Reduced 23.11%
13,191 $731,000
Q2 2022

Jul 18, 2022
SELL
$54.49 - $67.75 $93,995 - $116,868
-1,725 Reduced 9.14%
17,156 $975,000
Q1 2022

May 10, 2022
BUY
$62.82 - $71.22 $544,837 - $617,691
8,673 Added 84.96%
18,881 $1.27 Million
Q4 2021

Feb 14, 2022
BUY
$66.65 - $72.78 $196,817 - $214,919
2,953 Added 40.7%
10,208 $726,000
Q2 2021

Aug 09, 2021
BUY
$63.61 - $67.29 $346,229 - $366,259
5,443 Added 300.39%
7,255 $486,000
Q1 2021

May 14, 2021
SELL
$57.59 - $63.79 $11,402 - $12,630
-198 Reduced 9.85%
1,812 $456,000
Q4 2020

Feb 10, 2021
BUY
$49.49 - $58.54 $1,484 - $1,756
30 Added 1.52%
2,010 $471,000
Q3 2020

Oct 27, 2020
BUY
$45.9 - $52.31 $18,497 - $21,080
403 Added 25.55%
1,980 $397,000
Q2 2020

Jul 20, 2020
BUY
$35.81 - $50.15 $3,115 - $4,363
87 Added 5.84%
1,577 $291,000
Q1 2020

Apr 27, 2020
SELL
$32.1 - $54.4 $1,829 - $3,100
-57 Reduced 3.68%
1,490 $229,000
Q4 2019

Feb 10, 2020
BUY
$47.88 - $52.39 $1,197 - $1,309
25 Added 1.64%
1,547 $324,000
Q3 2019

Nov 08, 2019
BUY
$49.18 - $50.15 $8,852 - $9,027
180 Added 13.41%
1,522 $303,000
Q2 2019

Aug 06, 2019
BUY
N/A
71 Added 5.59%
1,342 $261,000
Q1 2019

May 10, 2019
SELL
N/A
-52 Reduced 3.93%
1,271 $241,000
Q4 2018

Feb 15, 2019
BUY
N/A
1,323 New
1,323 $215,000

Others Institutions Holding IMCB

# of Institutions
196
Shares Held
7.29M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

IMCB Quotes by TradingView
  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
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