A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 6,829 shares of IMCG stock, worth $528,974. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,829
Previous 6,714 1.71%
Holding current value
$528,974
Previous $455 Million 9.55%
% of portfolio
0.26%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$65.15 - $72.97 $7,492 - $8,391
115 Added 1.71%
6,829 $498 Million
Q2 2024

Aug 12, 2024

BUY
$65.46 - $70.15 $19,114 - $20,483
292 Added 4.55%
6,714 $455 Million
Q1 2024

Apr 30, 2024

BUY
$62.4 - $70.68 $15,600 - $17,670
250 Added 4.05%
6,422 $454 Million
Q4 2023

Mar 15, 2024

BUY
$53.24 - $64.9 $328,597 - $400,562
6,172 New
6,172 $398 Million

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors 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 Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.