Axxcess Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 16,881 shares of IMCG stock, worth $1.34 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,881
Previous 15,826 6.67%
Holding current value
$1.34 Million
Previous $1.15 Million 10.49%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 10, 2025
BUY
$72.18 - $81.41 $76,149 - $85,887
1,055 Added 6.67%
16,881 $1.28 Million
Q3 2024

Nov 04, 2024
BUY
$65.15 - $72.97 $59,872 - $67,059
919 Added 6.16%
15,826 $1.15 Million
Q2 2024

Aug 09, 2024
BUY
$65.46 - $70.15 $90,531 - $97,017
1,383 Added 10.23%
14,907 $1.01 Million
Q1 2024

May 14, 2024
BUY
$62.4 - $70.68 $51,230 - $58,028
821 Added 6.46%
13,524 $955,000
Q4 2023

Feb 06, 2024
BUY
$53.24 - $64.9 $41,314 - $50,362
776 Added 6.51%
12,703 $818,000
Q3 2023

Nov 14, 2023
BUY
$56.42 - $63.15 $672,921 - $753,190
11,927 New
11,927 $681,000

Others Institutions Holding IMCG

# of Institutions
363
Shares Held
19.4M
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email