Atria Wealth Solutions, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,744 shares of IMCG stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,744
Previous 12,664 8.53%
Holding current value
$1.1 Million
Previous $924,000 12.34%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$72.18 - $81.41 $77,954 - $87,922
1,080 Added 8.53%
13,744 $1.04 Million
Q3 2024

Nov 08, 2024
BUY
$65.15 - $72.97 $10,684 - $11,967
164 Added 1.31%
12,664 $924,000
Q2 2024

Jul 22, 2024
SELL
$65.46 - $70.15 $3.37 Million - $3.61 Million
-51,507 Reduced 80.47%
12,500 $846,000
Q1 2024

May 13, 2024
BUY
$62.4 - $70.68 $361,795 - $409,802
5,798 Added 9.96%
64,007 $4.52 Million
Q4 2023

Feb 02, 2024
BUY
$53.24 - $64.9 $29,015 - $35,370
545 Added 0.95%
58,209 $3.75 Million
Q3 2023

Nov 08, 2023
BUY
$56.42 - $63.15 $408,029 - $456,700
7,232 Added 14.34%
57,664 $3.29 Million
Q2 2023

Aug 03, 2023
BUY
$55.21 - $60.94 $2.32 Million - $2.57 Million
42,093 Added 504.77%
50,432 $3.07 Million
Q1 2023

Jun 14, 2023
BUY
$53.41 - $60.85 $445,385 - $507,428
8,339 New
8,339 $479,000
Q4 2022

Aug 30, 2023
SELL
$49.2 - $57.69 $2.07 Million - $2.43 Million
-42,093 Reduced 83.46%
8,339 $449,000
Q4 2022

Feb 13, 2023
BUY
$49.2 - $57.69 $317,782 - $372,619
6,459 Added 93.18%
13,391 $721,000
Q3 2022

Nov 14, 2022
BUY
$50.31 - $61.06 $97,551 - $118,395
1,939 Added 38.83%
6,932 $349,000
Q2 2022

Aug 15, 2022
SELL
$49.67 - $65.18 $216,561 - $284,184
-4,360 Reduced 46.62%
4,993 $259,000
Q1 2022

May 16, 2022
BUY
$58.98 - $72.55 $551,639 - $678,560
9,353 New
9,353 $601,000

Others Institutions Holding IMCG

# of Institutions
370
Shares Held
20.2M
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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