Modern Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,769 shares of IMCG stock, worth $301,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,769
Previous 3,776 0.19%
Holding current value
$301,746
Previous $302,000 103156.95%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$79.89 - $83.25 $559 - $582
-7 Reduced 0.19%
3,769 $312 Million
Q2 2025

Aug 14, 2025
BUY
$63.36 - $80.23 $239,247 - $302,948
3,776 New
3,776 $302,000
Q4 2024

May 30, 2025
BUY
$72.18 - $81.41 $233,935 - $263,849
3,241 New
3,241 $244,000
Q4 2024

May 29, 2025
BUY
$72.18 - $81.41 $233,935 - $263,849
3,241 New
3,241 $244,000
Q4 2024

Feb 11, 2025
BUY
$72.18 - $81.41 $221,087 - $249,358
3,063 New
3,063 $245 Million

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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