Accel Wealth Management Ishare Morningstar Mid Cap Gro Transaction History

Accel Wealth Management

$257 Million
Q4 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 17,281 shares of IMCG stock, worth $1.37 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

17,281

Previous 16,865 2.47%

Holding current value

$1.37 Million

Previous $1.23 Million 6.1%

% of portfolio

0.51%

Previous 0.47%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$72.18 - $81.41 $30,026 - $33,866	416 Added 2.47%	17,281 $1.31 Million
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

343

Shares Held

17.2M

Call Options Held

Put Options Held

View Full List

About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
Industry ETFs

More about IMCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Ishare Morningstar Mid Cap Gro Transaction History