A detailed history of Integrated Wealth Concepts LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,626 shares of IMCG stock, worth $1.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,626
Previous 19,921 3.54%
Holding current value
$1.6 Million
Previous $1.35 Million 11.56%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$65.15 - $72.97 $45,930 - $51,443
705 Added 3.54%
20,626 $1.51 Million
Q2 2024

Aug 14, 2024

BUY
$65.46 - $70.15 $25,594 - $27,428
391 Added 2.0%
19,921 $1.35 Million
Q1 2024

May 15, 2024

BUY
$62.4 - $70.68 $22,526 - $25,515
361 Added 1.88%
19,530 $1.38 Million
Q4 2023

Feb 13, 2024

SELL
$53.24 - $64.9 $212 - $259
-4 Reduced 0.02%
19,169 $1.24 Million
Q3 2023

Nov 15, 2023

SELL
$56.42 - $63.15 $59,015 - $66,054
-1,046 Reduced 5.17%
19,173 $1.1 Million
Q2 2023

Aug 15, 2023

BUY
$55.21 - $60.94 $853,988 - $942,619
15,468 Added 325.57%
20,219 $1.23 Million
Q1 2023

May 03, 2023

BUY
$53.41 - $60.85 $253,750 - $289,098
4,751 New
4,751 $273,000

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
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