Perissos Private Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 18,142 shares of IMCG stock, worth $1.45 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

18,142

Previous 18,488 1.87%

Holding current value

$1.45 Million

Previous $1.48 Billion 1.19%

% of portfolio

1.09%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$79.89 - $83.25 $27,641 - $28,804	-346 Reduced 1.87%	18,142 $1.5 Billion
Q2 2025 Jul 31, 2025	SELL	$63.36 - $80.23 $4,688 - $5,937	-74 Reduced 0.4%	18,488 $1.48 Billion
Q1 2025 Apr 25, 2025	SELL	$69.69 - $79.99 $20,697 - $23,757	-297 Reduced 1.57%	18,562 $1.33 Billion
Q4 2024 Jan 29, 2025	BUY	$72.18 - $81.41 $360 - $407	5 Added 0.03%	18,859 $1.42 Billion
Q3 2024 Nov 12, 2024	SELL	$65.15 - $72.97 $80,395 - $90,044	-1,234 Reduced 6.14%	18,854 $1.38 Billion

Q2 2024 Aug 09, 2024	SELL	$65.46 - $70.15 $272,706 - $292,244	-4,166 Reduced 17.18%	20,088 $1.36 Billion
Q1 2024 May 14, 2024	BUY	$62.4 - $70.68 $1.51 Million - $1.71 Million	24,254 New	24,254 $1.71 Billion

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Perissos Private Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History