Aspire Wealth Management Corp Ishare Morningstar Mid Cap Gro Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,136 shares of IMCG stock, worth $171,008. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,136

Previous 2,103 1.57%

Holding current value

$171,008

Previous $142,000 9.15%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$65.15 - $72.97 $2,149 - $2,408	33 Added 1.57%	2,136 $155,000
Q2 2024 Aug 12, 2024	BUY	$65.46 - $70.15 $196 - $210	3 Added 0.14%	2,103 $142,000
Q1 2024 Apr 29, 2024	BUY	$62.4 - $70.68 $249 - $282	4 Added 0.19%	2,100 $148,000
Q4 2023 Jan 22, 2024	SELL	$53.24 - $64.9 $63,888 - $77,880	-1,200 Reduced 36.41%	2,096 $135,000
Q2 2023 Jul 27, 2023	SELL	$55.21 - $60.94 $2,374 - $2,620	-43 Reduced 1.29%	3,296 $200,000

Q1 2023 May 04, 2023	BUY	$53.41 - $60.85 $18,693 - $21,297	350 Added 11.71%	3,339 $192,000
Q4 2022 Feb 06, 2023	BUY	$49.2 - $57.69 $85,165 - $99,861	1,731 Added 137.6%	2,989 $161,000
Q2 2022 Aug 11, 2022	BUY	$49.67 - $65.18 $55,928 - $73,392	1,126 Added 853.03%	1,258 $65,000
Q1 2022 May 03, 2022	BUY	$58.98 - $72.55 $7,785 - $9,576	132 New	132 $8,000

Others Institutions Holding IMCG

# of Institutions

401

Shares Held

27.1M

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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

Aspire Wealth Management Corp Ishare Morningstar Mid Cap Gro Transaction History