Trinity Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 17,647 shares of IMCG stock, worth $1.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
17,647
Holding current value
$1.4 Million
% of portfolio
0.6%

Shares

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

Jan 23, 2025
BUY
$72.18 - $81.41 $1.27 Million - $1.44 Million
17,647 New
17,647 $1.33 Million
Q2 2021

Jul 27, 2021
SELL
$62.47 - $69.22 $82,835 - $91,785
-1,326 Closed
0 $0
Q1 2021

May 20, 2021
BUY
$59.71 - $69.62 $79,175 - $92,316
1,326 New
1,326 $501,000

Others Institutions Holding IMCG

# of Institutions
347
Shares Held
17.7M
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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