Roman Butler Fullerton & CO Ishare Morningstar Mid Cap Gro Transaction History

Roman Butler Fullerton & CO

  • $342 Million
  • Q4 2024

A detailed history of Roman Butler Fullerton & CO transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 3,037 shares of IMCG stock, worth $217,783. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,037
Previous 3,266 7.01%
Holding current value
$217,783
Previous $238,000 3.78%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$72.18 - $81.41 $16,529 - $18,642
-229 Reduced 7.01%
3,037 $229,000
Q3 2024

Oct 29, 2024
SELL
$65.15 - $72.97 $22,476 - $25,174
-345 Reduced 9.55%
3,266 $238,000
Q2 2024

Jul 15, 2024
BUY
$65.46 - $70.15 $9,753 - $10,452
149 Added 4.3%
3,611 $244,000
Q1 2024

Apr 29, 2024
BUY
$62.4 - $70.68 $194,313 - $220,097
3,114 Added 894.83%
3,462 $244,000
Q4 2023

Jan 31, 2024
BUY
$53.24 - $64.9 $18,527 - $22,585
348 New
348 $22,000

Others Institutions Holding IMCG

# of Institutions
379
Shares Held
21.2M
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
Track This Portfolio

Track Roman Butler Fullerton & CO Portfolio

Follow Roman Butler Fullerton & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roman Butler Fullerton & CO, based on Form 13F filings with the SEC.

News

Stay updated on Roman Butler Fullerton & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email