Cerro Pacific Wealth Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Cerro Pacific Wealth Advisors LLC

  • $359 Million
  • Q3 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 41,426 shares of IMCG stock, worth $3.32 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
41,426
Previous 32,709 26.65%
Holding current value
$3.32 Million
Previous $2.62 Million 30.6%
% of portfolio
0.95%
Previous 0.74%

Shares

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

Oct 28, 2025
BUY
$79.89 - $83.25 $696,401 - $725,690
8,717 Added 26.65%
41,426 $3.43 Million
Q2 2025

Jul 25, 2025
BUY
$63.36 - $80.23 $1.16 Million - $1.47 Million
18,371 Added 128.13%
32,709 $2.62 Million
Q1 2025

Apr 08, 2025
BUY
$69.69 - $79.99 $658,570 - $755,905
9,450 Added 193.33%
14,338 $1.02 Million
Q4 2024

Jan 17, 2025
BUY
$72.18 - $81.41 $352,815 - $397,932
4,888 New
4,888 $369,000

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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