Kestra Private Wealth Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 11,498 shares of IMCG stock, worth $920,529. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,498
Previous 11,491 0.06%
Holding current value
$920,529
Previous $921,000 3.26%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$79.89 - $83.25 $559 - $582
7 Added 0.06%
11,498 $951,000
Q2 2025

Aug 07, 2025
SELL
$63.36 - $80.23 $43,401 - $54,957
-685 Reduced 5.63%
11,491 $921,000
Q1 2025

May 05, 2025
BUY
$69.69 - $79.99 $108,089 - $124,064
1,551 Added 14.6%
12,176 $869,000
Q4 2024

Jan 28, 2025
BUY
$72.18 - $81.41 $165,075 - $186,184
2,287 Added 27.43%
10,625 $802,000
Q3 2024

Nov 13, 2024
SELL
$65.15 - $72.97 $130 - $145
-2 Reduced 0.02%
8,338 $608,000
Q2 2024

Aug 12, 2024
BUY
$65.46 - $70.15 $320,753 - $343,735
4,900 Added 142.44%
8,340 $565,000
Q1 2024

May 02, 2024
BUY
$62.4 - $70.68 $62 - $70
1 Added 0.03%
3,440 $243,000
Q4 2023

Feb 05, 2024
BUY
$53.24 - $64.9 $183,092 - $223,191
3,439 New
3,439 $221,000
Q2 2023

Aug 08, 2023
BUY
$55.21 - $60.94 $189,867 - $209,572
3,439 New
3,439 $209,000

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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