Advisor Net Financial, Inc Ishare Morningstar Mid Cap Gro Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Advisor Net Financial, Inc holds 19,230 shares of IMCG stock, worth $1.38 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

19,230

Previous 20,153 4.58%

Holding current value

$1.38 Million

Previous $1.47 Million 1.22%

% of portfolio

0.13%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$72.18 - $81.41 $66,622 - $75,141	-923 Reduced 4.58%	19,230 $1.45 Million
Q3 2024 Oct 15, 2024	BUY	$65.15 - $72.97 $58,765 - $65,818	902 Added 4.69%	20,153 $1.47 Million
Q2 2024 Jul 16, 2024	BUY	$65.46 - $70.15 $12,306 - $13,188	188 Added 0.99%	19,251 $1.3 Million
Q1 2024 Apr 12, 2024	BUY	$62.4 - $70.68 $8,548 - $9,683	137 Added 0.72%	19,063 $1.35 Million
Q4 2023 Jan 19, 2024	SELL	$53.24 - $64.9 $25,076 - $30,567	-471 Reduced 2.43%	18,926 $1.22 Million
Q3 2023 Oct 12, 2023	BUY	$56.42 - $63.15 $378,239 - $423,357	6,704 Added 52.82%	19,397 $1.11 Million
Q2 2023 Jul 14, 2023	BUY	$55.21 - $60.94 $32,297 - $35,649	585 Added 4.83%	12,693 $773,000
Q1 2023 Apr 28, 2023	BUY	$53.41 - $60.85 $42,567 - $48,497	797 Added 7.05%	12,108 $696,000
Q4 2022 Jan 13, 2023	BUY	$49.2 - $57.69 $16,285 - $19,095	331 Added 3.01%	11,311 $0
Q3 2022 Oct 04, 2022	BUY	$50.31 - $61.06 $144,540 - $175,425	2,873 Added 35.44%	10,980 $553,000
Q2 2022 Jul 07, 2022	SELL	$49.67 - $65.18 $799,438 - $1.05 Million	-16,095 Reduced 66.5%	8,107 $421,000
Q1 2022 Apr 14, 2022	BUY	$58.98 - $72.55 $1.31 Million - $1.61 Million	22,179 Added 1096.34%	24,202 $1.56 Million
Q4 2021 Jan 19, 2022	BUY	$68.19 - $76.33 $23,934 - $26,791	351 Added 20.99%	2,023 $148,000
Q3 2021 Oct 15, 2021	BUY	$67.2 - $73.35 $112,358 - $122,641	1,672 New	1,672 $115,000

Others Institutions Holding IMCG

# of Institutions

379

Shares Held

21.2M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc Ishare Morningstar Mid Cap Gro Transaction History