Wealth Care Investment Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wealth Care Investment Partners, LLC

$218 Million
Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 4,051 shares of IMCG stock, worth $294,629. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,051

Previous 4,042 0.22%

Holding current value

$294,629

Previous $294,000 3.74%

% of portfolio

0.14%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$72.18 - $81.41 $649 - $732	9 Added 0.22%	4,051 $305,000
Q3 2024 Oct 08, 2024	SELL	$65.15 - $72.97 $3,843 - $4,305	-59 Reduced 1.44%	4,042 $294,000
Q2 2024 Jul 18, 2024	BUY	$65.46 - $70.15 $458 - $491	7 Added 0.17%	4,101 $277,000
Q1 2024 Apr 15, 2024	BUY	$62.4 - $70.68 $4,742 - $5,371	76 Added 1.89%	4,094 $289,000
Q4 2023 Jan 18, 2024	BUY	$53.24 - $64.9 $1,118 - $1,362	21 Added 0.53%	4,018 $258,000
Q2 2023 Jul 13, 2023	BUY	$55.21 - $60.94 $386 - $426	7 Added 0.18%	3,997 $243,000
Q1 2023 Apr 10, 2023	BUY	$53.41 - $60.85 $427 - $486	8 Added 0.2%	3,990 $229,000
Q4 2022 Jan 19, 2023	BUY	$49.2 - $57.69 $639 - $749	13 Added 0.33%	3,982 $0
Q3 2022 Oct 17, 2022	BUY	$50.31 - $61.06 $553 - $671	11 Added 0.28%	3,969 $200,000
Q2 2022 Jul 18, 2022	BUY	$49.67 - $65.18 $298 - $391	6 Added 0.15%	3,958 $206,000
Q1 2022 Apr 14, 2022	BUY	$58.98 - $72.55 $353 - $435	6 Added 0.15%	3,952 $249,000
Q4 2021 Feb 07, 2022	BUY	$68.19 - $76.33 $269,077 - $301,198	3,946 New	3,946 $289,000

Others Institutions Holding IMCG

# of Institutions

379

Shares Held

21.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Wealth Care Investment Partners, LLC Ishare Morningstar Mid Cap Gro Transaction History