Strategic Financial Concepts, LLC Ishare Morningstar Mid Cap Gro Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 242,718 shares of IMCG stock, worth $19.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
242,718
Previous 3,203 7477.83%
Holding current value
$19.4 Million
Previous $234 Million 11.91%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Jan 30, 2025
SELL
$72.18 - $81.41 $17.3 Million - $19.5 Million
-239,255 Reduced 98.57%
3,463 $262 Million
Q4 2024

Jan 27, 2025
BUY
$72.18 - $81.41 $17.3 Million - $19.5 Million
239,515 Added 7477.83%
242,718 $262 Million
Q3 2024

Nov 12, 2024
SELL
$65.15 - $72.97 $14 Million - $15.7 Million
-215,410 Reduced 98.53%
3,203 $234 Million
Q2 2024

Aug 06, 2024
BUY
$65.46 - $70.15 $14.1 Million - $15.1 Million
215,237 Added 6375.5%
218,613 $20.3 Million
Q1 2024

Apr 22, 2024
BUY
$62.4 - $70.68 $210,662 - $238,615
3,376 New
3,376 $239 Million

Others Institutions Holding IMCG

# of Institutions
353
Shares Held
18M
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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email