Falcon Wealth Planning Ishare Morningstar Mid Cap Gro Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Falcon Wealth Planning holds 7,981 shares of IMCG stock, worth $638,958. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,981
Previous 7,981 -0.0%
Holding current value
$638,958
Previous $640,000 3.13%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$63.36 - $80.23 $1,393 - $1,765
-22 Reduced 0.27%
7,981 $640,000
Q3 2024

Oct 30, 2024
SELL
$65.15 - $72.97 $65 - $72
-1 Reduced 0.01%
8,003 $583,000
Q2 2024

Jul 16, 2024
SELL
$65.46 - $70.15 $916 - $982
-14 Reduced 0.17%
8,004 $542,000
Q4 2023

Jan 10, 2024
SELL
$53.24 - $64.9 $53 - $64
-1 Reduced 0.01%
8,018 $516,000
Q2 2022

Jul 20, 2022
SELL
$49.67 - $65.18 $97,055 - $127,361
-1,954 Reduced 19.59%
8,019 $417,000
Q1 2022

May 05, 2022
BUY
$58.98 - $72.55 $159,246 - $195,885
2,700 Added 37.12%
9,973 $641,000
Q3 2021

Oct 19, 2021
SELL
$67.2 - $73.35 $67 - $73
-1 Reduced 0.01%
7,273 $501,000
Q2 2021

Aug 10, 2021
BUY
$62.47 - $69.22 $378,693 - $419,611
6,062 Added 500.17%
7,274 $501,000
Q1 2021

Apr 20, 2021
SELL
$59.71 - $69.62 $1,851 - $2,158
-31 Reduced 2.49%
1,212 $458,000
Q4 2020

Feb 01, 2021
BUY
$53.63 - $65.01 $66,662 - $80,807
1,243 New
1,243 $475,000

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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