Cfs Investment Advisory Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 6,232 shares of IMCG stock, worth $498,933. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,232
Previous 6,312 1.27%
Holding current value
$498,933
Previous $506,000 1.78%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2025
SELL
$79.89 - $83.25 $6,391 - $6,660
-80 Reduced 1.27%
6,232 $515,000
Q2 2025

Aug 11, 2025
SELL
$63.36 - $80.23 $443 - $561
-7 Reduced 0.11%
6,312 $506,000
Q1 2025

May 12, 2025
BUY
$69.69 - $79.99 $440,371 - $505,456
6,319 New
6,319 $451,000

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
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, 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 Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email