Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,298 shares of IMCG stock, worth $980,519. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,298

Previous 14,174 13.24%

Holding current value

$980,519

Previous $1.03 Million 10.25%

% of portfolio

0.31%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$72.18 - $81.41 $135,409 - $152,725	-1,876 Reduced 13.24%	12,298 $928,000
Q3 2024 Oct 17, 2024	BUY	$65.15 - $72.97 $19,805 - $22,182	304 Added 2.19%	14,174 $1.03 Million
Q2 2024 Jul 31, 2024	SELL	$65.46 - $70.15 $17,150 - $18,379	-262 Reduced 1.85%	13,870 $939,000
Q1 2024 Jul 31, 2024	SELL	$62.4 - $70.68 $221,083 - $250,419	-3,543 Reduced 20.05%	14,132 $998,000
Q4 2023 Jul 30, 2024	BUY	$53.24 - $64.9 $941,017 - $1.15 Million	17,675 New	17,675 $1.14 Million
Q3 2023 Aug 01, 2024	BUY	$56.42 - $63.15 $205,763 - $230,308	3,647 Added 25.94%	17,706 $1.01 Billion
Q2 2023 Aug 01, 2024	BUY	$55.21 - $60.94 $10,434 - $11,517	189 Added 1.36%	14,059 $857 Million
Q1 2023 Aug 01, 2024	BUY	$53.41 - $60.85 $480 - $547	9 Added 0.06%	13,879 $799 Million
Q4 2022 Oct 10, 2024	SELL	$49.2 - $57.69 $34,587 - $40,556	-703 Reduced 5.07%	13,167 $709 Million

Others Institutions Holding IMCG

# of Institutions

360

Shares Held

18.8M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Wr Wealth Planners, LLC Ishare Morningstar Mid Cap Gro Transaction History