Surevest, LLC Ishare Morningstar Mid Cap Gro Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Surevest, LLC holds 49,750 shares of IMCG stock, worth $3.55 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
49,750
Previous 45,956 8.26%
Holding current value
$3.55 Million
Previous $2.39 Million 4.99%
% of portfolio
0.68%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$50.31 - $61.06 $190,876 - $231,661
3,794 Added 8.26%
49,750 $2.51 Million
Q2 2022

Aug 15, 2022
BUY
$49.67 - $65.18 $70,283 - $92,229
1,415 Added 3.18%
45,956 $2.39 Million
Q1 2022

May 16, 2022
BUY
$58.98 - $72.55 $2.52 Million - $3.1 Million
42,675 Added 2286.98%
44,541 $2.86 Million
Q4 2021

Feb 11, 2022
BUY
$68.19 - $76.33 $127,242 - $142,431
1,866 New
1,866 $137,000

Others Institutions Holding IMCG

# of Institutions
380
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
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