A detailed history of Diversify Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 23,401 shares of IMCG stock, worth $1.83 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
23,401
Previous 19,558 19.65%
Holding current value
$1.83 Million
Previous $1.44 Billion 22.59%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 16, 2025

BUY
$72.18 - $81.41 $277,387 - $312,858
3,843 Added 19.65%
23,401 $1.76 Billion
Q3 2024

Oct 25, 2024

BUY
$65.15 - $72.97 $1.27 Million - $1.43 Million
19,558 New
19,558 $1.44 Billion

Others Institutions Holding IMCG

About ISHARE MORNINGSTAR MID CAP GRO


  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.