Davis Investment Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Davis Investment Partners, LLC

  • $286 Billion
  • Q4 2025

A detailed history of Davis Investment Partners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Davis Investment Partners, LLC holds 4,800 shares of IMCG stock, worth $384,288. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,800
Previous 6,300 23.81%
Holding current value
$384,288
Previous $519 Million 25.34%
% of portfolio
0.14%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
SELL
$80.06 - $83.68 $120,090 - $125,520
-1,500 Reduced 23.81%
4,800 $387 Million
Q4 2022

Feb 14, 2023
BUY
$49.2 - $57.69 $309,960 - $363,447
6,300 New
6,300 $375 Million

Others Institutions Holding IMCG

# of Institutions
402
Shares Held
27.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

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