Heartwood Wealth Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,649 shares of IMCG stock, worth $292,138. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,649
Previous 2,141 70.43%
Holding current value
$292,138
Previous $177,000 64.97%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$80.06 - $83.68 $120,730 - $126,189
1,508 Added 70.43%
3,649 $292,000
Q3 2025

Oct 06, 2025
BUY
$79.89 - $83.25 $171,044 - $178,238
2,141 New
2,141 $177,000

Others Institutions Holding IMCG

# of Institutions
406
Shares Held
27M
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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