Cape Investment Advisory, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 12,326 shares of IMCG stock, worth $913,356. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,326
Previous 12,425 0.8%
Holding current value
$913,356
Previous $878 Million 4.91%
% of portfolio
0.38%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$65.46 - $70.15 $6,480 - $6,944
-99 Reduced 0.8%
12,326 $835 Million
Q1 2024

Jun 21, 2024
BUY
$62.4 - $70.68 $62 - $70
1 Added 0.01%
12,425 $878 Million
Q4 2023

Feb 12, 2024
BUY
$53.24 - $64.9 $212 - $259
4 Added 0.03%
12,424 $801 Million
Q3 2023

Nov 06, 2023
SELL
$56.42 - $63.15 $16,418 - $18,376
-291 Reduced 2.29%
12,420 $710 Million
Q2 2023

Oct 12, 2023
SELL
$55.21 - $60.94 $5,521 - $6,094
-100 Reduced 0.78%
12,711 $775 Million
Q1 2023

Oct 12, 2023
BUY
$53.41 - $60.85 $684,235 - $779,549
12,811 New
12,811 $737 Million

Others Institutions Holding IMCG

# of Institutions
321
Shares Held
16.8M
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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