Ptm Wealth Management, LLC Ishare Morningstar Mid Cap Gro Transaction History

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 127,607 shares of IMCG stock, worth $10.2 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares
127,607
Previous 122,963 3.78%
Holding current value
$10.2 Million
Previous $10.2 Billion 1.78%
% of portfolio
5.88%
Previous 6.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$80.06 - $83.68 $371,798 - $388,609
4,644 Added 3.78%
127,607 $10.4 Billion
Q3 2025

Oct 27, 2025
BUY
$79.89 - $83.25 $291,918 - $304,195
3,654 Added 3.06%
122,963 $10.2 Billion
Q2 2025

Jul 08, 2025
BUY
$63.36 - $80.23 $828,748 - $1.05 Million
13,080 Added 12.31%
119,309 $9.7 Billion
Q1 2025

May 07, 2025
BUY
$69.69 - $79.99 $7.4 Million - $8.5 Million
106,229 New
106,229 $6.73 Billion

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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