Willner & Heller, LLC Ishare Morningstar Mid Cap Gro Transaction History

Willner & Heller, LLC

  • $124 Million
  • Q3 2025

A detailed history of Willner & Heller, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Willner & Heller, LLC holds 10,054 shares of IMCG stock, worth $804,923. This represents 0.67% of its overall portfolio holdings.

Number of Shares
10,054
Previous 9,914 1.41%
Holding current value
$804,923
Previous $795,000 4.53%
% of portfolio
0.67%
Previous 0.7%

Shares

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

Oct 16, 2025
BUY
$79.89 - $83.25 $11,184 - $11,655
140 Added 1.41%
10,054 $831,000
Q2 2025

Jul 21, 2025
BUY
$63.36 - $80.23 $14,382 - $18,212
227 Added 2.34%
9,914 $795,000
Q1 2025

May 05, 2025
BUY
$69.69 - $79.99 $6,272 - $7,199
90 Added 0.94%
9,687 $691,000
Q4 2024

Jan 16, 2025
BUY
$72.18 - $81.41 $1,515 - $1,709
21 Added 0.22%
9,597 $724,000
Q3 2024

Oct 10, 2024
BUY
$65.15 - $72.97 $12,183 - $13,645
187 Added 1.99%
9,576 $698,000
Q2 2024

Jul 19, 2024
BUY
$65.46 - $70.15 $18,590 - $19,922
284 Added 3.12%
9,389 $636,000
Q1 2024

Jul 19, 2024
BUY
$62.4 - $70.68 $26,020 - $29,473
417 Added 4.8%
9,105 $643,000
Q4 2023

Mar 06, 2024
BUY
$53.24 - $64.9 $47,862 - $58,345
899 Added 11.54%
8,688 $559,000
Q4 2022

Feb 14, 2023
BUY
$49.2 - $57.69 $7,970 - $9,345
162 Added 2.12%
7,789 $419,000
Q3 2022

Oct 24, 2022
BUY
$50.31 - $61.06 $1,257 - $1,526
25 Added 0.33%
7,627 $384,000
Q2 2022

Jul 22, 2022
BUY
$49.67 - $65.18 $30,745 - $40,346
619 Added 8.86%
7,602 $395,000
Q1 2022

Jul 05, 2022
BUY
$58.98 - $72.55 $648 - $798
11 Added 0.16%
6,983 $511,000
Q4 2021

Jun 06, 2022
BUY
$68.19 - $76.33 $475,420 - $532,172
6,972 New
6,972 $480,000

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
  • Industry ETFs
More about IMCG
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