Silver Oak Wealth Advisors Services, LLC Ishare Morningstar Mid Cap Gro Transaction History

Silver Oak Wealth Advisors Services, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 85,684 shares of IMCG stock, worth $6.86 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
85,684
Previous 83,628 2.46%
Holding current value
$6.86 Million
Previous $6.71 Billion 5.65%
% of portfolio
4.67%
Previous 4.83%

Shares

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

Oct 23, 2025
BUY
$79.89 - $83.25 $164,253 - $171,162
2,056 Added 2.46%
85,684 $7.09 Billion
Q2 2025

Jul 30, 2025
SELL
$63.36 - $80.23 $1.19 Million - $1.51 Million
-18,778 Reduced 18.34%
83,628 $6.71 Billion
Q1 2025

Apr 28, 2025
BUY
$69.69 - $79.99 $59,306 - $68,071
851 Added 0.84%
102,406 $7.31 Billion
Q4 2024

Mar 13, 2025
BUY
$72.18 - $81.41 $7.33 Million - $8.27 Million
101,555 New
101,555 $7.67 Billion

Others Institutions Holding IMCG

# of Institutions
403
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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