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

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

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 17,418 shares of IMCG stock, worth $1.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,418
Previous 17,039 2.22%
Holding current value
$1.39 Million
Previous $1.37 Million 5.34%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$79.89 - $83.25 $30,278 - $31,551
379 Added 2.22%
17,418 $1.44 Million
Q2 2025

Jul 28, 2025
SELL
$63.36 - $80.23 $27,181 - $34,418
-429 Reduced 2.46%
17,039 $1.37 Million
Q1 2025

Apr 30, 2025
BUY
$69.69 - $79.99 $40,908 - $46,954
587 Added 3.48%
17,468 $1.25 Million
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
404
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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