Ci Private Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,374 shares of IMCG stock, worth $830,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,374
Previous 10,359 0.14%
Holding current value
$830,542
Previous $831,000 3.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$79.89 - $83.25 $1,198 - $1,248
15 Added 0.14%
10,374 $858,000
Q2 2025

Sep 26, 2025
BUY
$63.36 - $80.23 $63 - $80
1 Added 0.01%
10,359 $831,000
Q2 2025

Aug 15, 2025
SELL
$63.36 - $80.23 $46,126 - $58,407
-728 Reduced 6.57%
10,358 $831,000
Q1 2025

May 14, 2025
SELL
$69.69 - $79.99 $261,685 - $300,362
-3,755 Reduced 25.3%
11,086 $791,000
Q4 2024

Feb 10, 2025
SELL
$72.18 - $81.41 $675,243 - $761,590
-9,355 Reduced 38.66%
14,841 $1.12 Million
Q3 2024

Nov 12, 2024
SELL
$65.15 - $72.97 $1.83 Million - $2.05 Million
-28,080 Reduced 53.71%
24,196 $1.77 Million
Q2 2024

Aug 13, 2024
SELL
$65.46 - $70.15 $24,743 - $26,516
-378 Reduced 0.72%
52,276 $3.54 Million
Q1 2024

May 09, 2024
BUY
$62.4 - $70.68 $41,121 - $46,578
659 Added 1.27%
52,654 $3.72 Million
Q4 2023

Feb 09, 2024
BUY
$53.24 - $64.9 $590,112 - $719,351
11,084 Added 27.09%
51,995 $3.35 Million
Q3 2023

Nov 03, 2023
BUY
$56.42 - $63.15 $39,888 - $44,647
707 Added 1.76%
40,911 $2.34 Million
Q2 2023

Aug 10, 2023
SELL
$55.21 - $60.94 $125,878 - $138,943
-2,280 Reduced 5.37%
40,204 $2.45 Million
Q1 2023

May 15, 2023
SELL
$53.41 - $60.85 $122,362 - $139,407
-2,291 Reduced 5.12%
42,484 $2.45 Million
Q4 2022

Feb 15, 2023
BUY
$49.2 - $57.69 $2.2 Million - $2.58 Million
44,775 New
44,775 $2.41 Million

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 Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email