Silver Oak Securities, Inc Ishare Morningstar Mid Cap Gro Transaction History

Silver Oak Securities, Inc

$1.22 Billion
Q3 2025

A detailed history of Silver Oak Securities, Inc transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Silver Oak Securities, Inc holds 9,487 shares of IMCG stock, worth $759,529. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,487

Previous 10,948 13.34%

Holding current value

$759,529

Previous $878,000 10.71%

% of portfolio

0.06%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$79.89 - $83.25 $116,719 - $121,628	-1,461 Reduced 13.34%	9,487 $784,000
Q2 2025 Jul 11, 2025	SELL	$63.36 - $80.23 $135,590 - $171,692	-2,140 Reduced 16.35%	10,948 $878,000
Q1 2025 Apr 28, 2025	BUY	$69.69 - $79.99 $912,102 - $1.05 Million	13,088 New	13,088 $934,000
Q4 2024 Jan 27, 2025	SELL	$72.18 - $81.41 $80,336 - $90,609	-1,113 Reduced 9.14%	11,061 $835,000
Q3 2024 Oct 23, 2024	BUY	$65.15 - $72.97 $304,576 - $341,134	4,675 Added 62.34%	12,174 $888,000

Q2 2024 Jul 12, 2024	BUY	$65.46 - $70.15 $35,021 - $37,530	535 Added 7.68%	7,499 $508,000
Q1 2024 May 10, 2024	SELL	$62.4 - $70.68 $211,723 - $239,817	-3,393 Reduced 32.76%	6,964 $492,000
Q4 2023 Feb 05, 2024	BUY	$53.24 - $64.9 $210,191 - $256,225	3,948 Added 61.6%	10,357 $667,000
Q3 2023 Nov 20, 2023	BUY	$56.42 - $63.15 $38,027 - $42,563	674 Added 11.75%	6,409 $366,000
Q2 2023 Aug 02, 2023	BUY	$55.21 - $60.94 $316,629 - $349,490	5,735 New	5,735 $349,000
Q3 2022 Oct 23, 2023	BUY	$50.31 - $61.06 $33,908 - $41,154	674 Added 11.75%	6,409 $327,000

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Account

Silver Oak Securities, Inc Ishare Morningstar Mid Cap Gro Transaction History