Creative Planning Ishare Morningstar Mid Cap Gro Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Creative Planning holds 40,396 shares of IMCG stock, worth $3.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,396

Previous 37,845 6.74%

Holding current value

$3.23 Million

Previous $3.04 Million 10.05%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$79.89 - $83.25 $203,799 - $212,370	2,551 Added 6.74%	40,396 $3.34 Million
Q2 2025 Aug 08, 2025	SELL	$63.36 - $80.23 $191,157 - $242,053	-3,017 Reduced 7.38%	37,845 $3.04 Million
Q1 2025 May 15, 2025	BUY	$69.69 - $79.99 $99,796 - $114,545	1,432 Added 3.63%	40,862 $2.92 Million
Q4 2024 Feb 14, 2025	SELL	$72.18 - $81.41 $758,539 - $855,537	-10,509 Reduced 21.04%	39,430 $2.98 Million
Q3 2024 Oct 11, 2024	BUY	$65.15 - $72.97 $1,759 - $1,970	27 Added 0.05%	49,939 $3.64 Million

Q2 2024 Aug 15, 2024	SELL	$65.46 - $70.15 $30,504 - $32,689	-466 Reduced 0.93%	49,912 $3.38 Million
Q1 2024 May 10, 2024	SELL	$62.4 - $70.68 $239,491 - $271,269	-3,838 Reduced 7.08%	50,378 $3.56 Million
Q4 2023 Feb 14, 2024	SELL	$53.24 - $64.9 $636,910 - $776,398	-11,963 Reduced 18.08%	54,216 $3.49 Million
Q3 2023 Nov 16, 2023	BUY	$56.42 - $63.15 $879,418 - $984,319	15,587 Added 30.81%	66,179 $3.78 Million
Q2 2023 Jul 21, 2023	SELL	$55.21 - $60.94 $277,982 - $306,832	-5,035 Reduced 9.05%	50,592 $3.08 Million
Q1 2023 May 15, 2023	SELL	$53.41 - $60.85 $60,673 - $69,125	-1,136 Reduced 2.0%	55,627 $3.2 Million
Q4 2022 Feb 10, 2023	BUY	$49.2 - $57.69 $46,740 - $54,805	950 Added 1.7%	56,763 $3.06 Million
Q3 2022 Nov 03, 2022	SELL	$50.31 - $61.06 $1,559 - $1,892	-31 Reduced 0.06%	55,813 $2.81 Million
Q2 2022 Aug 15, 2022	SELL	$49.67 - $65.18 $5,463 - $7,169	-110 Reduced 0.2%	55,844 $2.9 Million
Q1 2022 May 16, 2022	SELL	$58.98 - $72.55 $158,420 - $194,869	-2,686 Reduced 4.58%	55,954 $3.6 Million
Q4 2021 Feb 11, 2022	SELL	$68.19 - $76.33 $20,116 - $22,517	-295 Reduced 0.5%	58,640 $4.3 Million
Q3 2021 Nov 10, 2021	SELL	$67.2 - $73.35 $27,753 - $30,293	-413 Reduced 0.7%	58,935 $4.06 Million
Q2 2021 Aug 04, 2021	BUY	$62.47 - $69.22 $3.07 Million - $3.4 Million	49,103 Added 479.29%	59,348 $4.09 Million
Q1 2021 Apr 30, 2021	BUY	$59.71 - $69.62 $5,553 - $6,474	93 Added 0.92%	10,245 $3.87 Million
Q4 2020 Jan 29, 2021	BUY	$53.63 - $65.01 $27,244 - $33,025	508 Added 5.27%	10,152 $3.88 Million
Q3 2020 Nov 05, 2020	BUY	$49.18 - $55.94 $266,703 - $303,362	5,423 Added 128.48%	9,644 $3.09 Million
Q2 2020 Jul 23, 2020	BUY	$34.76 - $49.01 $1,008 - $1,421	29 Added 0.69%	4,221 $1.24 Million
Q4 2019 Jan 30, 2020	SELL	$39.47 - $44.02 $3,197 - $3,565	-81 Reduced 1.9%	4,192 $1.1 Million
Q3 2019 Nov 01, 2019	SELL	$40.09 - $43.26 $40,090 - $43,260	-1,000 Reduced 18.96%	4,273 $1.04 Million
Q2 2019 Jul 26, 2019	SELL	$38.77 - $42.2 $1,356 - $1,477	-35 Reduced 0.66%	5,273 $1.33 Million
Q1 2019 Apr 24, 2019	BUY	$31.39 - $39.56 $166,618 - $209,984	5,308 New	5,308 $1.25 Million

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

Put Options Held

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Creative Planning Ishare Morningstar Mid Cap Gro Transaction History