Strategic Financial Concepts, LLC Ishare Morningstar Mid Cap Gro Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,227 shares of IMCG stock, worth $258,353. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,227
Previous 3,221 0.19%
Holding current value
$258,353
Previous $258 Million 3.32%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$79.89 - $83.25 $479 - $499
6 Added 0.19%
3,227 $267 Million
Q2 2025

Aug 05, 2025
SELL
$63.36 - $80.23 $15,713 - $19,897
-248 Reduced 7.15%
3,221 $258 Million
Q1 2025

Apr 28, 2025
BUY
$69.69 - $79.99 $418 - $479
6 Added 0.17%
3,469 $248 Million
Q4 2024

Jan 30, 2025
SELL
$72.18 - $81.41 $17.3 Million - $19.5 Million
-239,255 Reduced 98.57%
3,463 $262 Million
Q4 2024

Jan 27, 2025
BUY
$72.18 - $81.41 $17.3 Million - $19.5 Million
239,515 Added 7477.83%
242,718 $262 Million
Q3 2024

Nov 12, 2024
SELL
$65.15 - $72.97 $14 Million - $15.7 Million
-215,410 Reduced 98.53%
3,203 $234 Million
Q2 2024

Aug 06, 2024
BUY
$65.46 - $70.15 $14.1 Million - $15.1 Million
215,237 Added 6375.5%
218,613 $20.3 Million
Q1 2024

Apr 22, 2024
BUY
$62.4 - $70.68 $210,662 - $238,615
3,376 New
3,376 $239 Million

Others Institutions Holding IMCG

# of Institutions
402
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
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More about IMCG
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