Dynamic Advisor Solutions LLC Ishare Morningstar Mid Cap Gro Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 3,874 shares of IMCG stock, worth $265,097. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,874
Previous 3,560 8.82%
Holding current value
$265,097
Previous $268,000 2.99%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$69.69 - $79.99 $21,882 - $25,116
314 Added 8.82%
3,874 $276,000
Q4 2024

Jan 21, 2025
SELL
$72.18 - $81.41 $577 - $651
-8 Reduced 0.22%
3,560 $268,000
Q3 2024

Oct 07, 2024
BUY
$65.15 - $72.97 $232,455 - $260,356
3,568 New
3,568 $260,000
Q1 2023

Apr 10, 2023
BUY
$53.41 - $60.85 $507,074 - $577,709
9,494 New
9,494 $546,000

Others Institutions Holding IMCG

# of Institutions
384
Shares Held
21.2M
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 Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email