High Net Worth Advisory Group LLC Ishare Morningstar Mid Cap Gro Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 4,500 shares of IMCG stock, worth $360,270. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,500
Previous 4,500 -0.0%
Holding current value
$360,270
Previous $361,000 3.05%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 07, 2023
BUY
$55.21 - $60.94 $55,210 - $60,940
1,000 Added 28.57%
4,500 $274,000
Q4 2022

Feb 14, 2023
BUY
$49.2 - $57.69 $172,200 - $201,915
3,500 New
3,500 $188,000
Q2 2022

Aug 10, 2022
SELL
$49.67 - $65.18 $1,490 - $1,955
-30 Closed
0 $0
Q4 2021

Apr 27, 2022
BUY
$68.19 - $76.33 $2,045 - $2,289
30 New
30 $2,000

Others Institutions Holding IMCG

# of Institutions
401
Shares Held
27.1M
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 High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email