Kingswood Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 50,894 shares of IMCG stock, worth $4.07 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

50,894

Previous 48,213 5.56%

Holding current value

$4.07 Million

Previous $3.87 Billion 8.85%

% of portfolio

0.25%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$79.89 - $83.25 $214,185 - $223,193	2,681 Added 5.56%	50,894 $4.21 Billion
Q2 2025 Jul 23, 2025	BUY	$63.36 - $80.23 $25,850 - $32,733	408 Added 0.85%	48,213 $3.87 Billion
Q1 2025 Jul 25, 2025	SELL	$69.69 - $79.99 $28,433 - $32,635	-408 Reduced 0.85%	47,805 $3.41 Billion
Q1 2025 Apr 21, 2025	SELL	$69.69 - $79.99 $905 - $1,039	-13 Reduced 0.03%	47,805 $3.41 Billion
Q4 2024 Jan 22, 2025	BUY	$72.18 - $81.41 $2.3 Million - $2.59 Million	31,824 Added 198.97%	47,818 $3.61 Billion

Q3 2024 Oct 21, 2024	BUY	$65.15 - $72.97 $561,071 - $628,417	8,612 Added 116.66%	15,994 $1.17 Billion
Q2 2024 Jul 09, 2024	BUY	$65.46 - $70.15 $88,174 - $94,492	1,347 Added 22.32%	7,382 $500 Million
Q1 2024 Apr 15, 2024	BUY	$62.4 - $70.68 $376,584 - $426,553	6,035 New	6,035 $427 Million

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Kingswood Wealth Advisors, LLC Ishare Morningstar Mid Cap Gro Transaction History