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

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

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 3,221 shares of IMCG stock, worth $258,388. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,221

Previous 3,469 7.15%

Holding current value

$258,388

Previous $248 Million 4.31%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$63.36 - $80.23 $15,713 - $19,897	-248 Reduced 7.15%	3,221 $258 Million
Q1 2025 Apr 28, 2025	BUY	$69.69 - $79.99 $418 - $479	6 Added 0.17%	3,469 $248 Million
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

401

Shares Held

22.7M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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