Creative One Wealth, LLC Ishare Morningstar Mid Cap Gro Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Creative One Wealth, LLC holds 3,109 shares of IMCG stock, worth $248,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,109
Previous 3,569 12.89%
Holding current value
$248,906
Previous $286,000 10.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$79.89 - $83.25 $36,749 - $38,295
-460 Reduced 12.89%
3,109 $257,000
Q2 2025

Aug 12, 2025
BUY
$63.36 - $80.23 $226,131 - $286,340
3,569 New
3,569 $286,000
Q1 2024

May 14, 2024
SELL
$62.4 - $70.68 $50,856 - $57,604
-815 Reduced 21.44%
2,987 $211,000
Q4 2023

Feb 09, 2024
BUY
$53.24 - $64.9 $202,418 - $246,749
3,802 New
3,802 $245,000
Q2 2022

Aug 12, 2022
SELL
$49.67 - $65.18 $278,996 - $366,116
-5,617 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$58.98 - $72.55 $382,544 - $470,559
-6,486 Reduced 53.59%
5,617 $361,000
Q4 2021

Feb 15, 2022
BUY
$68.19 - $76.33 $825,303 - $923,821
12,103 New
12,103 $886,000

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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