Atria Investments LLC Ishare Morningstar Mid Cap Gro Transaction History

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024

A detailed history of Atria Investments LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Atria Investments LLC holds 7,353 shares of IMCG stock, worth $585,004. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,353
Previous 14,782 50.26%
Holding current value
$585,004
Previous $1.08 Million 48.52%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$72.18 - $81.41 $536,225 - $604,794
-7,429 Reduced 50.26%
7,353 $555,000
Q3 2024

Nov 01, 2024
SELL
$65.15 - $72.97 $101,243 - $113,395
-1,554 Reduced 9.51%
14,782 $1.08 Million
Q2 2024

Aug 13, 2024
SELL
$65.46 - $70.15 $323,306 - $346,470
-4,939 Reduced 23.22%
16,336 $1.11 Million
Q1 2024

May 21, 2024
BUY
$62.4 - $70.68 $287,539 - $325,693
4,608 Added 27.65%
21,275 $1.5 Million
Q4 2023

Feb 14, 2024
BUY
$53.24 - $64.9 $887,351 - $1.08 Million
16,667 New
16,667 $1.07 Million
Q2 2022

Aug 11, 2022
BUY
$49.67 - $65.18 $609,599 - $799,954
12,273 Added 64.79%
31,216 $1.62 Million
Q1 2022

May 02, 2022
SELL
$58.98 - $72.55 $27,897 - $34,316
-473 Reduced 2.44%
18,943 $1.22 Million
Q4 2021

Feb 04, 2022
SELL
$68.19 - $76.33 $31,640 - $35,417
-464 Reduced 2.33%
19,416 $1.42 Million
Q3 2021

Nov 16, 2021
BUY
$67.2 - $73.35 $118,944 - $129,829
1,770 Added 9.77%
19,880 $1.37 Million
Q2 2021

Aug 10, 2021
BUY
$62.47 - $69.22 $932,052 - $1.03 Million
14,920 Added 467.71%
18,110 $1.25 Million
Q1 2021

May 11, 2021
SELL
$59.71 - $69.62 $100,790 - $117,518
-1,688 Reduced 34.6%
3,190 $1.21 Million
Q4 2020

Feb 12, 2021
BUY
$53.63 - $65.01 $39,310 - $47,652
733 Added 17.68%
4,878 $1.87 Million
Q3 2020

Nov 05, 2020
SELL
$49.18 - $55.94 $440,308 - $500,830
-8,953 Reduced 68.35%
4,145 $1.33 Million
Q2 2020

Sep 22, 2020
BUY
$34.76 - $49.01 $455,286 - $641,932
13,098 New
13,098 $3.84 Million
Q1 2020

May 15, 2020
SELL
$31.41 - $47.63 $40,456 - $61,347
-1,288 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$39.47 - $44.02 $50,837 - $56,697
1,288 New
1,288 $339,000

Others Institutions Holding IMCG

# of Institutions
370
Shares Held
20.2M
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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email