Accel Wealth Management Ishare Morningstar Mid Cap Gro Transaction History

Accel Wealth Management

$263 Million
Q3 2024

A detailed history of Accel Wealth Management transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Accel Wealth Management holds 16,865 shares of IMCG stock, worth $1.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,865

Previous 14,760 14.26%

Holding current value

$1.3 Million

Previous $999,000 23.12%

% of portfolio

0.47%

Previous 0.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$65.15 - $72.97 $137,140 - $153,601	2,105 Added 14.26%	16,865 $1.23 Million
Q2 2024 Jul 12, 2024	BUY	$65.46 - $70.15 $119,988 - $128,584	1,833 Added 14.18%	14,760 $999,000
Q1 2024 Apr 19, 2024	BUY	$62.4 - $70.68 $209,664 - $237,484	3,360 Added 35.12%	12,927 $913,000
Q4 2023 Jan 18, 2024	BUY	$53.24 - $64.9 $103,605 - $126,295	1,946 Added 25.53%	9,567 $616,000
Q3 2023 Oct 19, 2023	SELL	$56.42 - $63.15 $5,698 - $6,378	-101 Reduced 1.31%	7,621 $435,000
Q2 2023 Jul 24, 2023	SELL	$55.21 - $60.94 $41,683 - $46,009	-755 Reduced 8.91%	7,722 $470,000
Q1 2023 Apr 20, 2023	SELL	$53.41 - $60.85 $58,003 - $66,083	-1,086 Reduced 11.36%	8,477 $487,000
Q4 2022 Jan 26, 2023	SELL	$49.2 - $57.69 $148,780 - $174,454	-3,024 Reduced 24.02%	9,563 $0
Q3 2022 Oct 12, 2022	SELL	$50.31 - $61.06 $66,861 - $81,148	-1,329 Reduced 9.55%	12,587 $674,000
Q2 2022 Aug 03, 2022	SELL	$49.67 - $65.18 $703,625 - $923,339	-14,166 Reduced 50.45%	13,916 $737,000
Q1 2022 Apr 29, 2022	SELL	$58.98 - $72.55 $150,693 - $185,365	-2,555 Reduced 8.34%	28,082 $1.82 Million
Q4 2021 Jan 18, 2022	BUY	$68.19 - $76.33 $572,250 - $640,561	8,392 Added 37.73%	30,637 $2.24 Million
Q3 2021 Nov 04, 2021	BUY	$67.2 - $73.35 $113,635 - $124,034	1,691 Added 8.23%	22,245 $1.53 Million
Q2 2021 Aug 03, 2021	BUY	$62.47 - $69.22 $1.12 Million - $1.24 Million	17,955 Added 690.84%	20,554 $1.42 Million
Q1 2021 May 10, 2021	BUY	$59.71 - $69.62 $46,275 - $53,955	775 Added 42.49%	2,599 $983,000
Q4 2020 Jan 27, 2021	BUY	$53.63 - $65.01 $97,821 - $118,578	1,824 New	1,824 $698,000

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
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Accel Wealth Management Ishare Morningstar Mid Cap Gro Transaction History