Caliber Wealth Management, LLC / Ks Ishare Morningstar Mid Cap Gro Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 35,105 shares of IMCG stock, worth $2.81 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
35,105
Previous 39,091 10.2%
Holding current value
$2.81 Million
Previous $3.14 Billion 7.4%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Nov 05, 2025
SELL
$79.89 - $83.25 $318,441 - $331,834
-3,986 Reduced 10.2%
35,105 $2.9 Billion
Q2 2025

Jul 30, 2025
SELL
$63.36 - $80.23 $44,225 - $56,000
-698 Reduced 1.75%
39,091 $3.14 Billion
Q1 2025

May 06, 2025
BUY
$69.69 - $79.99 $2.77 Million - $3.18 Million
39,789 New
39,789 $2.84 Billion

Others Institutions Holding IMCG

# of Institutions
402
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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