Cosner Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History

Cosner Financial Group, LLC

$158 Billion
Q4 2024

A detailed history of Cosner Financial Group, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cosner Financial Group, LLC holds 253,572 shares of IMCG stock, worth $20.1 Million. This represents 12.13% of its overall portfolio holdings.

Number of Shares

253,572

Previous 243,965 3.94%

Holding current value

$20.1 Million

Previous $17.8 Billion 7.58%

% of portfolio

12.13%

Previous 11.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$72.18 - $81.41 $693,433 - $782,105	9,607 Added 3.94%	253,572 $19.2 Billion
Q3 2024 Nov 14, 2024	SELL	$65.15 - $72.97 $77,723 - $87,053	-1,193 Reduced 0.49%	243,965 $17.8 Billion
Q2 2024 Aug 13, 2024	BUY	$65.46 - $70.15 $161,424 - $172,989	2,466 Added 1.02%	245,158 $16.6 Billion
Q1 2024 May 02, 2024	BUY	$62.4 - $70.68 $839,217 - $950,575	13,449 Added 5.87%	242,692 $17.2 Billion
Q4 2023 Feb 08, 2024	BUY	$53.24 - $64.9 $4.38 Million - $5.34 Million	82,239 Added 55.94%	229,243 $15.4 Billion
Q3 2023 Nov 08, 2023	BUY	$56.42 - $63.15 $1.44 Million - $1.61 Million	25,540 Added 21.03%	147,004 $8.4 Billion
Q2 2023 Aug 08, 2023	BUY	$55.21 - $60.94 $6.71 Million - $7.4 Million	121,464 New	121,464 $7.4 Billion

Others Institutions Holding IMCG

# of Institutions

351

Shares Held

17.8M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Cosner Financial Group, LLC Ishare Morningstar Mid Cap Gro Transaction History