Allworth Financial LP Ishare Morningstar Mid Cap Gro Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Allworth Financial LP holds 2,805 shares of IMCG stock, worth $225,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,805

Previous 2,829 0.85%

Holding current value

$225,017

Previous $202,000 11.39%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$63.36 - $80.23 $1,520 - $1,925	-24 Reduced 0.85%	2,805 $225,000
Q1 2025 Apr 30, 2025	SELL	$69.69 - $79.99 $1,881 - $2,159	-27 Reduced 0.95%	2,829 $202,000
Q4 2024 Jan 30, 2025	SELL	$72.18 - $81.41 $3,825 - $4,314	-53 Reduced 1.82%	2,856 $215,000
Q3 2024 Oct 23, 2024	SELL	$65.15 - $72.97 $35,962 - $40,279	-552 Reduced 15.95%	2,909 $212,000
Q2 2024 Jul 23, 2024	SELL	$65.46 - $70.15 $30,046 - $32,198	-459 Reduced 11.71%	3,461 $234,000
Q1 2024 Apr 25, 2024	SELL	$62.4 - $70.68 $179,649 - $203,487	-2,879 Reduced 42.34%	3,920 $277,000
Q4 2023 Jan 24, 2024	SELL	$53.24 - $64.9 $1.46 Million - $1.78 Million	-27,373 Reduced 80.1%	6,799 $438,000
Q3 2023 Oct 31, 2023	BUY	$56.42 - $63.15 $1.92 Million - $2.15 Million	34,115 Added 59850.88%	34,172 $1.95 Million
Q1 2023 Apr 18, 2023	BUY	$53.41 - $60.85 $3,044 - $3,468	57 New	57 $3,000

Others Institutions Holding IMCG

# of Institutions

396

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

Ticker IMCG
Sector ETFs
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Allworth Financial LP Ishare Morningstar Mid Cap Gro Transaction History