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

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 300,058 shares of IMCG stock, worth $20.5 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
300,058
Previous 312,272 3.91%
Holding current value
$20.5 Million
Previous $23.6 Million 9.3%
% of portfolio
0.59%
Previous 0.64%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$69.69 - $79.99 $851,193 - $976,997
-12,214 Reduced 3.91%
300,058 $21.4 Million
Q4 2024

Jan 15, 2025
SELL
$72.18 - $81.41 $770,088 - $868,563
-10,669 Reduced 3.3%
312,272 $23.6 Million
Q3 2024

Oct 17, 2024
SELL
$65.15 - $72.97 $890,470 - $997,353
-13,668 Reduced 4.06%
322,941 $23.6 Million
Q2 2024

Jul 22, 2024
SELL
$65.46 - $70.15 $56,099 - $60,118
-857 Reduced 0.25%
336,609 $22.8 Million
Q1 2024

Apr 15, 2024
SELL
$62.4 - $70.68 $4.79 Million - $5.43 Million
-76,777 Reduced 18.53%
337,466 $23.9 Million
Q4 2023

Jan 11, 2024
SELL
$53.24 - $64.9 $762,183 - $929,108
-14,316 Reduced 3.34%
414,243 $26.7 Million
Q3 2023

Oct 26, 2023
BUY
$56.42 - $63.15 $1.76 Million - $1.96 Million
31,114 Added 7.83%
428,559 $24.5 Million
Q2 2023

Jul 10, 2023
BUY
$55.21 - $60.94 $500,865 - $552,847
9,072 Added 2.34%
397,445 $24.2 Million
Q1 2023

Apr 06, 2023
BUY
$53.41 - $60.85 $846,441 - $964,350
15,848 Added 4.25%
388,373 $22.4 Million
Q4 2022

Jan 17, 2023
BUY
$49.2 - $57.69 $6.11 Million - $7.16 Million
124,139 Added 49.98%
372,525 $0
Q3 2022

Oct 25, 2022
SELL
$50.31 - $61.06 $3.72 Million - $4.52 Million
-73,991 Reduced 22.95%
248,386 $12.5 Million
Q2 2022

Jul 13, 2022
BUY
$49.67 - $65.18 $16 Million - $21 Million
322,377 New
322,377 $16.7 Million

Others Institutions Holding IMCG

# of Institutions
383
Shares Held
21.1M
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
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