Financial Perspectives, Inc Ishare Morningstar Mid Cap Gro Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,390 shares of IMCG stock, worth $99,093. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,390
Previous 1,387 0.22%
Holding current value
$99,093
Previous $101 Million 3.74%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$72.18 - $81.41 $216 - $244
3 Added 0.22%
1,390 $105 Million
Q3 2024

Oct 17, 2024
BUY
$65.15 - $72.97 $195 - $218
3 Added 0.22%
1,387 $101 Million
Q2 2024

Aug 09, 2024
BUY
$65.46 - $70.15 $130 - $140
2 Added 0.14%
1,384 $93.8 Million
Q1 2024

Apr 19, 2024
BUY
$62.4 - $70.68 $187 - $212
3 Added 0.22%
1,382 $97.7 Million
Q4 2023

Feb 01, 2024
BUY
$53.24 - $64.9 $372 - $454
7 Added 0.51%
1,379 $88.9 Million
Q2 2023

Jan 09, 2024
BUY
$55.21 - $60.94 $165 - $182
3 Added 0.22%
1,372 $83.6 Million
Q1 2023

Jan 09, 2024
BUY
$53.41 - $60.85 $160 - $182
3 Added 0.22%
1,369 $78.8 Million
Q4 2022

Jan 09, 2024
BUY
$49.2 - $57.69 $67,207 - $78,804
1,366 New
1,366 $73.6 Million
Q4 2021

Jan 09, 2024
SELL
$68.19 - $76.33 $169,383 - $189,603
-2,484 Closed
0 $0
Q2 2021

Jan 09, 2024
SELL
$62.47 - $69.22 $9.62 Million - $10.7 Million
-154,070 Reduced 98.41%
2,484 $171 Million
Q1 2021

Jan 09, 2024
BUY
$59.71 - $69.62 $9.35 Million - $10.9 Million
156,554 New
156,554 $414,000

Others Institutions Holding IMCG

# of Institutions
380
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
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